One of the dumbest thematic selloffs I’ve seen to to date off: - $META compute news that’s not new - CPO delay report 1, that got refuted by $NVDA - CPO delay report 2, that got refuted by $NVDA High confidence, institutions will end up going long on the same names they’re bearposting after retail capitulates.

NEWS: Grok's new Voice connector is now available for everyone. You can now use it to: • Generate voice memos • Turn your daily events into a personalized podcast • Create automations for a daily brief Available now on iOS, Android, and Web. No setup or extra settings required. Just start using it.

NEWS: Vitalik Buterin says quantum security and privacy now sit at the center of Ethereum's roadmap, and neither appeared on the 2023 plan at all. The Strawmap runs through 2029 and opens the door to replacing the EVM with RISC-V or leanISA.

NEWS: Tesla's app hit a record in July 2026. • 10,801,797 monthly active users. • Highest monthly active users ever. • First time surpassing the 10 million mark. • +16.49% month over month. • Highest monthly growth rate since July 2025. • +36.8% year over year. Tesla's app is continuing to reach more users as the Tesla ecosystem expands.

NEWS: just surpassed 100 million autonomous kilometers (about 62 million miles) driven. 🤯 That’s equivalent to 2,500 trips around the Earth’s equator, or roughly two-thirds of the distance to the Sun. It represents nearly a decade of real-world learning for their tech. For context, Waymo recently reported crossing 220 million autonomous miles (approx. 354 million km) as of March 2026. is making solid progress, but Waymo still has a massive lead in total real-world miles driven.