Tomorrow is the FIFA World Cup Final! ⚽ Spain 🇪🇸 vs. Argentina 🇦🇷 G Bro and Argentine President @JMilei wish both teams the very best and hope they deliver an unforgettable match. May the better team win! 🏆 ¡Mañana es la gran final de la Copa Mundial de la FIFA! ⚽ España 🇪🇸 vs. Argentina 🇦🇷 G Bro y el presidente de Argentina, @JMilei, les desean a ambas selecciones el mayor de los éxitos y esperan que brinden un partido inolvidable. ¡Que gane el mejor! 🏆 明天就是世界杯决赛 西班牙🇪🇸vs阿根廷🇦🇷 G哥与阿根廷总统@JMilei 祝两支队伍踢出最好的水平

DAN LOEB JUST CUT NVIDIA BY 94% AND EXITED MICROSOFT AND PG&E ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Amazon $AMZN: $404M 🥈 Telephone and Data Systems $TDS: $278M 🥉 CRH $CRH: $200M 4. Somnigroup International $TPX: $168M 5. Carpenter Technology $CRS: $122M 6. MasTec $MTZ: $103M 7. Danaher $DHR: $100M 8. Taiwan Semiconductor $TSM: $93M 9. API Group $APG: $82M 10. Live Nation $LYV: $71M New positions: - Meta $META: $51M - Alphabet $GOOGL: $50M - SPDR Gold $GLD: $41M - Hut 8 $HUT: $41M - TransDigm $TDG: $29M - KLA Corp $KLAC: $16M - Lam Research $LRCX: $16M - ASML $ASML: $16M - Broadcom $AVGO: $15M - VanEck Semiconductor ETF $SMH: $15M Biggest trims: - NVIDIA $NVDA: -94% shares - Union Pacific $UNP: -94% - Norfolk Southern $NSC: -90% - SharkNinja $SN: -89% - Capital One $COF: -87% - Live Nation $LYV: -73% - MasTec $MTZ: -65% - Carpenter Technology $CRS: -60% - Somnigroup $TPX: -33% - API Group $APG: -32% Full exits: - PG&E $PCG: $551M - Microsoft $MSFT: $447M - Brookfield $BN: $285M - Casey's General Stores $CASY: $251M - CoStar Group $CSGP: $213M - Rocket Companies $RKT: $184M - LPL Financial $LPLA: $182M - Chipotle $CMG: $175M - Constellation Energy $CEG: $168M - Vistra $VST: $162M - Alibaba $BABA: $121M - Comfort Systems $FIX: $98M - Spotify $SPOT: $58M - Kenvue $KVUE: $56M - Progressive $PGR: $50M - Thermo Fisher $TMO: $29M - Wix $WIX: $23M - CSX $CSX: $18M The rotation: out of NVIDIA, Microsoft, PG&E, rails, and most consumer/discretionary. Into gold, Bitcoin miners, mega-cap tech (Meta, Google), and broad semi exposure (ASML, AVGO, KLAC, LRCX, SMH).

STEPHEN MANDEL'S LONE PINE JUST EXITED AMAZON, MICROSOFT, AND BROADCOM ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Vistra $VST: $930M 🥈 ASML $ASML: $865M 🥉 Carpenter Technology $CRS: $717M 4. LPL Financial $LPLA: $617M 5. AppLovin $APP: $583M 6. Talen Energy $TLNE: $580M 7. Teradyne $TER: $555M (NEW) 8. Carvana $CVNA: $552M 9. Nu Holdings $NU: $546M 10. Medline $MDLN: $525M New positions: - Teradyne $TER: $555M - Corning $GLW: $506M - MasTec $MTZ: $493M - US Foods $USFD: $350M - Performance Food Group $PFGC: $341M - McKesson $MCK: $339M - Ciena $CIEN: $314M - TeraWulf $WULF: $287M - Hut 8 $HUT: $285M - Argan $AGX: $214M - Alphabet $GOOGL: $54M Biggest adds: - Visa $V: +510% shares - Spotify $SPOT: +288% - AppLovin $APP: +88% - TransDigm $TDG: +86% - Hilton $HLT: +54% - Talen Energy $TLNE: +41% - Carpenter Technology $CRS: +39% - Nu Holdings $NU: +28% - Clean Harbors $CLH: +27% - Tenet Healthcare $THC: +26% - Vistra $VST: +19% Biggest trims: - KKR $KKR: -96% shares - Amphenol $APH: -92% - Vulcan Materials $VMC: -91% - Taiwan Semiconductor $TSM: -54% - Booking Holdings $BKNG: -48% - Boston Scientific $BSX: -48% - Mastercard $MA: -41% - Brookfield $BN: -30% Full exits: - Broadcom: $599M - Microsoft: $597M - DoorDash: $573M - Amazon: $557M - Philip Morris: $424M - Wingstop: $380M - Affirm: $284M The rotation: out of mega-cap tech, payments, and consumer discretionary. Into power and AI infrastructure ($VST, $TLNE, $WULF, $HUT, $MTZ, $AGX), industrials ($CRS, $TER, $GLW, $CIEN), and healthcare/food distribution ($MCK, $USFD, $PFGC).

🚨 NEW GROK BUILD UPDATE 🚨 v0.2.121 — 2026-08-05 Features: • Dashboard rows now show a short summary of what the agent did in the previous turn. • The Extensions modal now shows items grouped and sorted alphabetically with collapsible sections for Skills. • When a subagent runs in the background the parent agent is now reminded to keep working on the original task. • Clients can now reattach to a running session without replaying the transcript and explicitly close sessions. • Grok no longer asks which project directory to use when launched from your home folder or other non-project directories. • /feedback now opens a dedicated report box instead of entering prompt mode. • Auto theme detection now works over SSH and inside tmux sessions. • Voice and Finance tool cards are now rendered with icons and localized labels. • Markdown tables now reflow inside cells on narrow panes instead of clipping the right border. • Permission prompts now show the complete script clearly instead of dimmed fragments. • Long bash commands in permission prompts can now be expanded with Ctrl-F. Bug Fixes: • MCP tools that return images no longer drop or corrupt screenshots when output is large. • Resuming a restored child session after a remote parent restore no longer fails with 404. • The default branch is now correctly detected for hand-initialized repos that lack origin/HEAD. • Disabled MCP servers that can still be re-enabled now remain visible in the list instead of disappearing. • Rapid send-now presses or messages sent while waiting on subagents no longer lose earlier queued messages. • Pressing Esc or the stop button now reliably prevents background tasks from restarting the model after a cancel. • Login no longer skips when an invalid first-party API key is present in the environment. • Model picker and command palette now work while reviewing a plan before approving. • Workflow parallel() panels no longer launch hundreds of children at once and stall. • Dashboard overlay no longer shows useless prev/next shortcuts when only one agent is present. • Pinned prompt headers can now be selected and copied with the mouse. • Tab and Esc now behave consistently on every blocking card (question, permission, cancel-turn). • Dashboard navigation after /new now correctly exits back to the dashboard from an empty prompt. • Codebase restore no longer hangs on large or shallow git repositories. • Remote session resume restores conversation only unless --restore-code is explicitly used. • Copying CJK text with the mouse now includes every character at the selection edges. • Resume search now finds sessions by UUID even when they live in other directories. • API errors now appear as clean banners instead of raw JSON dumps in the TUI. • Typing exit or quit in the dashboard now exits the CLI instead of starting a new session. • Mode indicator (plan/agent/ask) now correctly reflects the session's actual mode after resume and transitions. • /delete now returns to the dashboard when you delete a session you opened from it. • Enter in the slash command menu now runs the highlighted command. • Grok now retries more server errors during outages for better reliability. • Syntax highlighting in long diff lines now stays correct when wrapped. • Slash commands that require a session now show a helpful message when used from the dashboard. • Exiting the CLI now properly resets terminal modes even in minimal mode. • Queued prompts now stay visible and reachable while waiting on subagents. • Auto recaps no longer appear in the middle of new turns or while busy. • Error messages in /btw side questions now show fully wrapped. • Queued slash commands and images can now be reordered in the queue pane. • Error messages in /btw side questions now show fully wrapped. • /feedback no longer resets the composer input mode after the pane closes.

HALVORSEN'S VIKING GLOBAL JUST OPENED A NEW $912M APPLE POSITION AND EXITED AMD Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai: Top 10 holdings: 🥇 Visa $V: $1.91B (+59% shares) 🥈 Taiwan Semiconductor $TSM: $1.51B 🥉 Schwab $SCHW: $1.38B 4. Disney $DIS: $1.28B 5. Fortive $FTV: $1.24B 6. Air Products $APD: $1.19B 7. McDonald's $MCD: $1.13B 8. Sherwin Williams $SHW: $998M 9. Tesla $TSLA: $927M (+47% shares) 10. Apple $AAPL: $912M (NEW) New positions: - Apple $AAPL: $912M - FedEx $FDX: $688M - Meta $META: $608M - ATI $ATI: $485M - Waters $WAT: $374M - Hasbro $HAS: $350M - Reddit $RDDT: $344M - AIG $AIG: $318M - Cboe Global Markets $CBOE: $193M - Home Depot $HD: $166M - Lululemon $LULU: $150M - CoreWeave $CRWV: $108M - Interactive Brokers $IBKR: $94M - Edwards Lifesciences $EW: $88M Biggest adds: - Carvana $CVNA: +162% shares - Lennox International $LII: +153% - Thermo Fisher $TMO: +110% - Medline $MDLN: +64% - Visa $V: +59% - American Sports $AS: +51% - Tesla $TSLA: +47% - JPMorgan $JPM: +42% - General Motors $GM: +35% - CSX $CSX: +35% Biggest trims: - Amazon $AMZN: -62% shares - Stellantis $STLA: -59% - PNC Financial $PNC: -58% - Dick's Sporting Goods $DKS: -51% - API Group $APG: -49% - Capital One $COF: -45% - Microsoft $MSFT: -28% Full exits: - AMD $AMD: $801M - DraftKings $DKNG: $659M - Ross Stores $ROST: $571M - Chewy $CHWY: $447M - UBS Group $UBSG: $426M - UnitedHealth: $395M - Saia: $355M - Tradeweb: $298M - Bank of America: $247M - Boston Scientific: $239M - Digital Realty: $233M - Lowe's: $220M - Figma: $215M The rotation: out of AMD, big-box retail, regional banks, and healthcare insurance. Into Apple, Meta, Tesla, Reddit, CoreWeave, and consumer staples like Home Depot, Hasbro, and Lululemon.