Bitcoin doesn’t need you to time the market. It needs you to stay in it. Across 5,749 daily closes through July 28, 2026: 1Y loss rate: 27.1% 3Y: 0.7% 5Y: 0.2% 10Y: 0.0% 2,099 rolling 10-year windows. Zero losses. Volatility is the price. Time is the edge:

🚗 Waymo just registered 13 new robotaxis (9 2024 Jaguar I-PACE, 4 2021 Jaguar I-PACE) with the Texas DMV — now 749 Jaguar I-PACEs in its 973-vehicle TX fleet, with 237 registered in the last 24 hours.

How much money do YouTube videos make? 1,093 views = $5.23 10,823 views = $61.01 50,157 views = $442.77 107,730 views = $665.57 252,837 views = $2,430.70 502,166 views = $3,987.25 749,810 views = $10,665.17 1,070,098 views = $10,219.35 2,065,815 views = $26,488.23 5,521,010 views = $53,560.78 (RPM varies by niche and geography, these are real videos across different channels) I help people grow & make money from YouTube. I’ve uploaded my entire brain to a course which I will keep updating. If you want to find out more, follow me + comment ‘YouTube’ below.

Chun Wang(@satofishi) bought another 9,937 $ETH($15.5M) and 147 $WBTC($8.74M) today. Over the past month, #ChunWang# has withdrawn a total of 86,998 $ETH($152M) from #Binance# at an average price of $1,749, and 973 $WBTC($60.7M) at an average price of $62,418.

HEWLETT PACKARD ENTERPRISE $HPE JUST REPORTED Q3 EARNINGS - Revenue: $12.2B, beating est. of $11.91B 🟢 - Adj EPS: $1.11, beating est. of $0.93 🟢 - Non-GAAP Gross Margin: 40.4% (+1,050 bps YoY) - Non-GAAP Operating Margin: 16.2% (+770 bps YoY) - Networking: $2.9B (+74.9% YoY) - Free Cash Flow: $1.0B (+$0.2B YoY) Q4 Guidance: - Revenue: $13.9B-$14.8B, above est. of $12.96B 🟢 - Non-GAAP EPS: $1.20-$1.30, above est. of $1.07 🟢 - GAAP EPS: $1.12-$1.22 Raises FY26 Guidance: - Non-GAAP EPS: $3.75-$3.85, below est. of $3.43 🔴 - Revenue Growth: 34% to 37% - Networking Growth: 73% to 74% - FCF: At least $3.75B Raises FY27 Guidance: - Revenue Growth: 13% to 17% - Non-GAAP EPS Growth: 16% to 20% - Non-GAAP Operating Margin: 14% to 15% - FCF: At least $5.0B

This is one of the most effective ways to improve your agentic workflows. If you are building computer-use agents, this one is worth your time. Task Model Induction takes a raw recording of someone working, just screenshots and mouse and keyboard events, and turns it into a symbolic model of how the work was actually done. The hard part is that real recordings are multi-threaded. People switch between goals mid-task. TMI first discovers the latent tasks inside an unconstrained trace and separates them, hitting 0.974 agreement against ground-truth groupings. Each recovered task then gets two things. A hierarchical objective model of how the goal decomposes, and a procedure model of the control flow that organized execution. It reconstructs 74.9% of observed execution steps, and skills derived from these task models lift held-out task accuracy by 30.0% over the strongest workflow induction baseline. Passive traces are sitting on most work laptops already. This work just shows how to mine them into auditable, reusable skills. Paper: Track more trending AI papers in our academy:

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Broadcom $AVGO said it has a “high degree of confidence” it will ship $350B of AI semiconductors over the next 2 years, even if all 30 GW of demand is not deployed because of land, power, and data center constraints. The company laid out a massive AI growth path, targeting AI semiconductor revenue of roughly $58B in FY26, $115B in FY27, and $230B in FY28 — a 4x increase in just 2 years. Broadcom said every 1 GW deployed by OpenAI or Anthropic could support about $30B in annual AI revenue, while AI networking revenue is expected to grow just as fast as its XPU business. In Q3’26, Broadcom reported revenue of $29.6B, beating estimates of $29.36B and up 86% YoY, with adjusted EPS of $3.32 versus $3.24 expected. AI semiconductor revenue surged 221% YoY to $16.7B, and Broadcom expects that to accelerate to $21.7B in Q4, up 236% YoY, while also targeting $30+ EPS in FY28. 2. Meta $META rolled out Muse Spark 1.3, saying the latest model delivers its biggest coding and agentic performance jump yet. Meta says Muse Spark 1.3 matches GPT-5.6 Sol on Terminal-Bench 2.1 with a score of 88.8 and reaches 75.4 on DeepSWE. The model is available now through Muse Code and the API. Zuckerberg also teased Watermelon and open weights coming next, signaling Meta is continuing to push aggressively on frontier coding agents and open AI distribution. 3. Nvidia-backed neocloud Nscale is telling prospective IPO investors it has roughly $103B in contracted revenue, up from $51B before its $45B compute deal with Anthropic, according to The Information. The contracts average 5.7 years, implying about $18B of future contracted revenue per year, though the figure is not current revenue or formal guidance and was described by one source as “illustrative.” Actual revenue is still much smaller but scaling quickly, rising from about $37M in Q1 2026 to more than $100M in Q2, excluding the Anthropic deal, as Nscale prepares for an IPO that could come as soon as this month. 4. HPE $HPE expanded its Oracle $ORCL AI data center deal, with HPE set to deploy Juniper networking gear across Oracle AI data centers globally under a potential multi-year agreement. The deal covers routing, switching, networking support, and financing for OCI’s AI clusters, regional data centers, and edge networks, while HPE also issued Oracle warrants to purchase HPE shares. Separately, HPE reported Q3’26 revenue of $12.2B, beating estimates of $11.91B and up 34% YoY, with adjusted EPS of $1.11 versus $0.93 expected. Networking revenue surged 74.9% YoY to $2.9B, while Cloud & AI revenue rose 25.4% YoY to $9.0B. HPE guided Q4 revenue to $13.9B–$14.8B, above the $12.96B estimate, raised FY26 guidance, and said AI is becoming a multi-year growth driver as record backlog supports the outlook. 5. Cantor Fitzgerald initiated Tempus $TEM at Overweight with an $80 price target, arguing the company is being mispriced as a traditional life sciences data vendor rather than an AI-powered platform business. The firm says Tempus’ Data & Applications segment has a stronger growth and margin profile than the market is giving it credit for, with 26% growth and 76% gross margins. Cantor believes the segment should be compared more closely to platform peers like $PLTR, $SNOW, $DDOG, and $RDDT rather than slower-growing data-vendor peers, creating a favorable upside risk/reward. 6. Google $GOOGL launched Gemini 3.8 Flash Cyber, a new cybersecurity-focused AI model that scored 86.2% on CyberGym and 47.2% on CWE-Bench. Google says the model has a 70%+ success rate identifying vulnerabilities across 20 programming languages and produced 2.6x more correct patches than larger models on real Chrome security bugs. Initial access is limited to government agencies and cybersecurity partners through Google’s Fairwind program. 7. The top 10 most active options today by contracts traded were $NVDA with 5.7M contracts, $TSLA with 2.8M contracts, $AAPL with 1.7M contracts, $META with 1.0M contracts, $MU with 959K contracts, $AMZN with 732K contracts, $PLTR with 675K contracts, $DELL with 633K contracts, $INTC with 557K contracts, and $GOOGL with 536K contracts. 8. JPMorgan says a 5% 10-year Treasury yield could be the level that starts to pressure stocks, with Grace Peters noting that “5% psychologically has an impact” and could trigger a knee-jerk equity selloff. She sees a potential 5%-8% correction into the midterms, but views that as a healthy pullback rather than a structural break. JPMorgan remains constructive on stocks longer term, with its thesis centered on a capex-driven earnings supercycle, while the key medium-term test for AI will be whether the spending translates into real returns. 9. Berenberg initiated Rocket Lab $RKLB at Buy with an $83 price target, implying about 29%-35% upside, calling it the only end-to-end public pure-play in space across launch, satellites, components, and spectrum. The firm says Rocket Lab has an effective monopoly in dedicated small-lift launch, is entering medium-lift with Neutron, and is benefiting from rapid growth in satellite manufacturing and components as space budgets hit records. Berenberg also said the Iridium acquisition adds scarce global spectrum and recurring applications revenue, while Rocket Lab’s vertical integration gives it long-term optionality not fully reflected in the stock’s valuation. While acknowledging execution risk and a high multiple, the firm called Rocket Lab one of the most compelling long-term assets in the space sector and said it would buy or add on volatility. 10. The 60+ day delinquency rate on U.S. subprime auto loans has climbed to roughly 5.2%, the highest level on record and more than double where it was four years ago. Serious subprime auto delinquencies are now about 1.7 percentage points above their 2008 financial crisis peak, while prime auto loan delinquencies have also risen to around 0.4%, near the highest level since 2011. At the same time, total U.S. auto debt increased by $28B in Q2 2026 to a record $1.71T. 11. Onchain tokenized equity holders have reached a record 1.9M, up 134% month-over-month and 1,360% year-to-date. Just 10 months ago, fewer than 100,000 people held tokenized assets, but demand for 24/7 markets and access to names tied to the record IPO wave, including SpaceX, OpenAI, and Anthropic, has accelerated adoption. Jupiter, the largest onchain trading platform on Solana, has driven much of the growth, with 61% of volume now happening during off-hours and active tokenized equity traders up 46% month-over-month. 12. Microsoft $MSFT will begin disclosing Azure revenue as part of a major FY27 reporting overhaul, shifting from three business segments to two: Agents & Infrastructure and Devices & Consumer. For Q1 FY27, Microsoft expects Azure growth of 44%-45% in constant currency, Agents & Infrastructure revenue of $75.15B-$75.75B, Devices & Consumer revenue of $14.7B-$15.2B, Microsoft 365 Commercial Cloud growth of about 17% in constant currency, and Search & Ads ex-TAC growth in the mid-to-high single digits. The new structure marks Microsoft’s biggest reporting change since adopting its prior three-segment model in FY2016. WALL STREET IS THE GREATEST SHOW ON EARTH.