CoreWeave $CRWV bond yields jumped. Neocloud stocks fell. Days later, @elonmusk said debt markets are shut to AI capex. @AdamBLiv says market narratives are now flipping in days, and explains why a nimble balance sheet is a strength for Strive $ASST. “It’s almost like the narratives are swinging on a two to three day time horizon basis right now.”

FINALLY… …Paramount Skydance and Warner Bros. Discovery set an estimated closing date of October 6. One week. $PSKY + $WBD I expect it to wallow in its over-debt-laden balance sheet, struggling to be nimble. That said, I’m rooting for it as I love HBO. ❤️

Sweet, sparkly, and so Hello Kitty! 💖 This cupcake cone is piled with pearls and pink frosting, and you can make it yourself. Learn how on the Hello Kitty and Friends YouTube channel!

Sweet in the Middle Smoothie Ingredients; For 2 tall glasses Mango layer; * 1 cup ripe mango chunks * 1 small banana * ¼ cup orange juice or milk * ½ cup ice cubes Creamy middle layer; * ¾ cup thick vanilla yoghurt * 2 tablespoons condensed milk (optional) * 2 tablespoons milk, if needed Strawberry layer; * 1 cup fresh or frozen strawberries * ½ small banana * ¼ cup milk or apple juice * ½ cup ice cubes #BestEverFoodRecipeShow#