GOOGLE $GOOGL JUST UPDATED ITS STOCK PORTFOLIO This is everything Google owned as of the end of Q2 SpaceX $SPCX: 551,189,500 shares Planet Labs $PL: 35,248,893 shares AST SpaceMobile $ASTS: 8,943,486 shares CME Group $CME: 3,484,020 shares ARM Holdings $ARM: 1,960,784 shares Revolution Medicines $RVMD: 2,946,619 shares Freshworks $FRSH: 16,206,643 shares Parabilis Medicines $PRBX: 4,919,498 shares Tempus AI $TEM: 1,551,102 shares GitLab $GTLB: 2,724,712 shares UiPath $PATH: 7,034,337 shares Ethos Technologies: 3,622,604 shares Prime Medicine $PRME: 16,562,498 shares Fervo Energy: 1,760,732 shares PayPay Corp: 3,125,000 shares Maze Therapeutics $MAZE: 1,388,583 shares Relay Therapeutics $RLAY: 1,410,029 shares BridgeBio Oncology Therapeutics $BBOT: 2,823,126 shares Oscar Health $OSCR: 481,988 shares Beam Therapeutics $BEAM: 321,604 shares Vera Therapeutics $VERA: 241,264 shares Sana Biotechnology $SANA: 2,812,500 shares Monte Rosa Therapeutics $MRSN: 372,474 shares Lyell Immunopharma $LYEL: 293,256 shares Figma $FIG: 215,582 shares Spero Therapeutics $SPRO: 889,979 shares Hyperfine $HYPR: 898,720 shares Autolus Therapeutics $AUTL: 698,262 shares

The China-developed 3,300-lane-meter high-performance clean-energy Ro-Ro vessel SKIPANES was recently put into operation in Yantai, east China's Shandong Province. With an overall length of 189.5 meters, a molded breadth of 27.2 meters, a designed draft of 6 meters and service speed of 18 knots, the vessel is built for the challenging North Atlantic operating environment and extreme weather. Fitted with methanol-ready specifications, it also incorporates a battery system and shore connection capability, achieving an optimal balance between operational efficiency and low-carbon performance. Source：ChinaScience

Stellar’s RWA Market is Starting to Heat up... Stellar (@StellarOrg) is seeing stronger activity in tokenized real world assets as its holder base continues to expand. RWA(.)xyz data shows the number of RWA holders rose 3.43% over the past 30 days. The total reached 19,189 holders on Aug. 26, signaling growing participation in Stellar’s RWA ecosystem. At the same time, Stellar’s Distributed Asset Value climbed 8.52% to roughly $3.28 billion. Stablecoin adoption is also rising, with holders increasing 2.55% to 699,620.

BREAKING: The US 30 year yield just crashed below 5.20% after the Treasury doubled its long term bond buybacks. The yield hit 5.337% yesterday, a 19 year high, before dropping to 5.189%. A buyback is when the Treasury goes into the market and buys back bonds it already issued. That takes supply out of the market and pushes prices up, which pulls yields down. Treasury is doubling the size of these operations in the 10 to 30 year sector from $2 billion to $4 billion each, starting September 9 and running through November 4. Treasury says this is about liquidity, not the level of yields. The timing still matters. The announcement landed the same week borrowing costs hit their highest level since 2007, and the market read it as the government stepping in to support its own debt.

PETER THIEL'S STOCK PORTFOLIO HAS BEEN UPDATED This is what Peter Thiel's portfolio of public companies looked like as of the end of Q2 - Amazon $AMZN: 495,000 shares, $118.0M - Vista Energy $VIST: 1,189,792 shares, $75.9M - Vistra $VST: 372,755 shares, $59.1M - FirstEnergy $FE: 839,319 shares, $39.9M - DTE Energy $DTE: 264,450 shares, $40.3M - American Electric Power $AEP: 308,617 shares, $42.2M - CMS Energy $CMS: 517,124 shares, $39.6M - X-Energy: 200,000 shares, $3.7M

NEWS: Tesla launched the Model Y Performance in Saudi Arabia. Here is the full Model Y lineup and every way to pay, with US dollars alongside. Cash (full price): • Model Y RWD: SAR 189,990 (~$50,664) • Long Range RWD: SAR 199,990 (~$53,331) • Long Range AWD: SAR 219,990 (~$58,664) • Performance AWD: SAR 254,990 (~$67,997) Auto Lease (per month): • Model Y RWD: SAR 2,499 (~$666) • Long Range RWD: SAR 2,628 (~$701) • Long Range AWD: SAR 2,887 (~$770) • Performance AWD: SAR 3,339 (~$890) 50/50 Loan (upfront payment): • Model Y RWD: SAR 108,335 (~$28,889) • Long Range RWD: SAR 113,934 (~$30,382) • Long Range AWD: SAR 125,132 (~$33,369) • Performance AWD: SAR 144,729 (~$38,594) Compare, full price low to high: • RWD: SAR 189,990 (~$50,664) • Long Range RWD: SAR 199,990 (~$53,331) • Long Range AWD: SAR 219,990 (~$58,664) • Performance AWD: SAR 254,990 (~$67,997) Deliveries expected January to February 2027. Source: Tesla Saudi Arabia

President Trump has gone undefeated in the stock market… First he called $INTC at $18 which ran +438% to $97+ Then he called $MU at $300 which ran +189% to $868+ Now’s he’s telling you to buy these 3 stocks: $AMD at $474 $MRVL at $212 $GOOG at $343 Don’t miss out again… If you are not following us with notifications turned on, you might miss our next alerts.