$ACHR 0.55 Developing

Notable posts

• @amitisinvesting neutral 3429 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Google $GOOGL is developing a new AI chip that could run Gemini models 6x to 10x more efficiently than its latest TPUs, per The Information. The chip, internally called “Frozen v2,” would bake parts of Gemini’s architecture directly into silicon, reducing data movement and simplifying inference decisions. Google is targeting deployment as early as 2028 to help ease its AI compute shortage, though the design would trade flexibility for major gains in speed and power efficiency. 2. Microsoft $MSFT is expanding its partnership with AMD $AMD and will deploy AMD’s Helios rack-scale systems on Azure for frontier AI inference. The platform combines MI455X GPUs, Venice CPUs, Pensando networking, and ROCm software, with shipments to Microsoft beginning in the second half of 2026. Azure will also add new AMD-powered virtual machines for agentic AI, data pipelines, and semiconductor design, marking a broader adoption of AMD’s full AI infrastructure stack. 3. AUM in U.S. leveraged semiconductor ETFs has fallen $63B from the June peak to $100B, the lowest level since late April. That marks a 39% decline, the largest drawdown since April 2025, when assets more than halved from their August high. The semiconductor unwind accounts for 63% of the broader $100B drop in AUM across all U.S. leveraged ETFs over the same period. The selloff follows a massive ramp, with assets in these funds nearly tripling between late March and the June peak. Even after the pullback, leveraged semiconductor ETF assets are still up 400% from January 2023 levels. 4. Archer $ACHR and Anduril unveiled Thunder, an autonomous attack VTOL aircraft, with first flight planned for 2027. The runway-independent hybrid-electric aircraft is designed to operate autonomously alongside crewed attack and assault aircraft. The dual-use platform features tiltrotors and modular payloads for both defense and commercial missions. Full-scale surrogate flights have already been completed, and Archer plans to announce its first commercial customers later this week. 5. Chinese AI models are taking record share among U.S. firms on OpenRouter. The proportion of tokens used by American companies running through Chinese models has climbed to roughly 58%, a record high. OpenRouter lets developers access and compare models from multiple providers, making it a useful real-world signal of AI model adoption. Chinese model usage has tripled since mid-January, overtaking U.S. peers on the platform for the first time in March and briefly hitting 63% in early July. At the start of 2025, Chinese models were under 10% of usage, while U.S. models were around 80%. DeepSeek has become the most popular choice among American firms in recent months. 6. The top 10 most active options today by contracts traded were $NVDA with 3.1M contracts, $TSLA with 2.4M contracts, $AAPL with 1.8M contracts, $MU with 951K contracts, $MSFT with 884K contracts, $AMZN with 691K contracts, $INTC with 640K contracts, $SPCX with 606K contracts, $AMD with 506K contracts, and $GOOGL with 492K contracts. 7. BofA reiterated its Buy rating on CoreWeave $CRWV with a $140 price target. Analyst Tal Liani raised FY26 capex estimates to $34B from $29B, saying capex remains a key indicator of buildout progress and hardware pricing. BofA expects Q2 operating margin of 2.4%, slightly below the Street at 2.8%, but sees margins improving through the rest of the year as active power drives revenue recognition. By Q4, BofA expects operating margin to reach 14.6%, up from 1.0% in Q1, showing strong operating leverage. The firm also pushed back on competition concerns from SpaceX and Meta, arguing AI compute demand still far exceeds supply, making access to capacity the real bottleneck rather than provider choice. 8. IREN $IREN raised its 2026 AI Cloud ARR target to over $4B, up from its prior target of $3.7B. The company announced new AI cloud contracts representing $2.8B in total contract value, with approximately 85% of the updated ARR target now under contract. Goldman Sachs estimates the newly announced contracts represent an additional roughly $1B in contracted revenue with an average term of around 3 years. IREN also said recent agreements include customer prepayments covering about 45% of GPU capex, with customer contracts having a weighted average term of approximately 4 years. 9. UBS says Micron $MU could repurchase more than 40% of its shares by the end of 2028. The firm expects Micron to generate over $40B in free cash flow through 2028, and once its buyback restriction expires on December 9, 2026, UBS says the company could potentially use that cash to buy back more than 40% of its shares at the current price. Morgan Stanley said that memory stocks are trading at attractive prices but their best risk to reward names in the semi space are $NVDA Nvidia and $AVGO Broadcom. 10. Bloom Energy $BE shares are trading lower after New Mexico regulators rejected permits for a gas pipeline planned to supply Oracle’s Project Jupiter data center for the second time. The decision could delay the campus, which is expected to use up to 2.5GW of Bloom Energy’s gas-powered fuel cells. Energy Transfer may now pursue an alternative pipeline route. 11. Intel $INTC plans additional layoffs in its data center group as part of a broader effort to become a more focused and efficient company, CNBC reports. Intel said the unit is realigning roles and skills for long-term success, though the number of affected employees was not disclosed. 12. Trump signed three proclamations under Section 338 of the Tariff Act of 1930 imposing additional 50% tariffs on certain Canadian goods in response to what the White House calls Canada’s discriminatory treatment of U.S. products. The tariffs cover different categories of Canadian imports, including products ranging from wine to hockey sticks to cement, and apply even if goods originate under USMCA. Exemptions include energy, potash, goods already subject to Section 232 tariffs, fish, critical minerals, and certain other products. The tariffs take effect 30 days after signing. WALL STREET IS THE GREATST SHOW ON EARTH,

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• @StockSavvyShay neutral 518 eng

  $ACHR and Anduril unveiled Thunder which is an autonomous hybrid-electric attack VTOL targeting its first flight in 2027. The runway-independent aircraft can support both defense and commercial missions with initial customers expected to be announced later this week. https://t.co/7TZtoXFpYk

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• @TrendSpider neutral 367 eng

  Round 3 featuring Anduril? 👀 $ACHR https://t.co/SWIweWkWH0

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• @wallstengine neutral 321 eng

  ARCHER & ANDURIL UNVEIL AUTONOMOUS ATTACK VTOL, WITH FIRST FLIGHT PLANNED FOR 2027 $ACHR and Anduril introduced Thunder, a runway-independent hybrid-electric aircraft designed to operate autonomously alongside crewed attack and assault aircraft. The dual-use platform features tiltrotors and modular payloads for both defense and commercial missions. Full-scale surrogate flights have already been completed, and Archer plans to announce its first commercial customers later this week.

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• @ArkkDaily neutral 51 eng

  When you buy $10,000 of the ARK Innovation ETF $ARKK here's how much of each stock you're currently buying: $1,021 of Tesla $TSLA $588 of Tempus AI $TEM $500 of CRISPR Therapeutics $CRSP $482 of Robinhood $HOOD $448 of Shopify $SHOP $433 of Space Exploration Technologies $SPCX $432 of Advanced Micro Devices $AMD $384 of Coinbase $COIN $343 of Beam Therapeutics $BEAM $340 of Roblox $RBLX $331 of Twist Bioscience $TWST $325 of 10x Genomics $TXG $312 of Circle Internet Group $CRCL $286 of Palantir Technologies $PLTR $261 of Intellia Therapeutics $NTLA $255 of OpenAI Group PBC $241 of Amazon $AMZN $220 of CoreWeave $CRWV $186 of Google $GOOG $183 of Block $XYZ $167 of Bullish $BLSH $158 of NVIDIA $NVDA $157 of Cerebras Systems $CBRS $135 of Illumina $ILMN $133 of Natera $NTRA $127 of Bitmine Immersion Technologies $BMNR $121 of Meta Platforms $META $119 of Recursion Pharmaceuticals $RXRX $112 of Broadcom $AVGO $108 of Deere & Co $DE $103 of Archer Aviation $ACHR $98 of Veracyte $VCYT $97 of Kratos Defense & Security $KTOS $96 of GeneDx Holdings $WGS $92 of Taiwan Semiconductor $TSM $86 of X-Energy $XE $83 of Teradyne $TER $75 of BWX Technologies $BWXT $65 of SoFi Technologies $SOFI $64 of Snowflake $SNOW $54 of Eli Lilly $LLY $53 of Figma $FIG $49 of Google $GOOGL $41 of Cerus $CERS $32 of Pacific Biosciences of California $PACB

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• @ArkkDaily neutral 43 eng

  Here is every stock currently inside Cathie Wood's ARK Innovation ETF $ARKK: Tesla $TSLA - 10.22% Tempus AI $TEM - 5.06% CRISPR Therapeutics $CRSP - 4.95% Robinhood Markets $HOOD - 4.75% Advanced Micro Devices $AMD - 4.73% Shopify $SHOP - 4.44% Roku $ROKU - 4.24% Circle $CRCL - 3.64% Coinbase $COIN - 3.61% Twist Bioscience $TWST - 3.33% Beam Therapeutics $BEAM - 3.16% 10x Genomics $TXG - 3.13% Palantir $PLTR - 3.00% OpenAI (Private) - 2.64% Amazon $AMZN - 2.58% Roblox $RBLX - 2.57% CoreWeave $CRWV - 2.42% Intellia Therapeutics $NTLA - 2.25% Alphabet $GOOG - 1.95% Bullish $BLSH - 1.79% Nvidia $NVDA - 1.76% BitMine Immersion $BMNR - 1.55% Illumina $ILMN - 1.53% Block $XYZ - 1.50% Natera $NTRA - 1.40% Alibaba $BABA - 1.33% Archer Aviation $ACHR - 1.32% Veracyte $VCYT - 1.25% Deere $DE - 1.20% Broadcom $AVGO - 1.19% Cerebras Systems $CBRS - 1.17% Recursion Pharmaceuticals $RXRX - 1.09% Kratos Defense $KTOS - 1.04% Taiwan Semiconductor $TSM - 1.02% Teradyne $TER - 0.99% Meta Platforms $META - 0.98% GeneDx $WGS - 0.90% BWX Technologies BWXT - 0.88% X-Energy XE - 0.83% Figma FIG - 0.56% SoFi Technologies SOFI - 0.56% Alphabet GOOGL - 0.53% Cerus Corp CERS - 0.39% Pacific Biosciences PACB - 0.31% Baidu BIDU - 0.00%

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• @ArkkDaily neutral 33 eng

  Here is every stock currently in Cathie Wood and Ark Invest's Autonomous Technology & Robotics ETF $ARKQ: Tesla $TSLA 10.56% weighting Advanced Micro Devices $AMD 6.96% Teradyne $TER 5.88% SpaceX $SPCX 5.86% Kratos Defense & Security $KTOS 5.15% Google (Class C) $GOOG 4.80% Deere & Company $DE 4.31% Rocket Lab $RKLB 3.81% Palantir $PLTR 3.76% Taiwan Semiconductor $TSM 3.46% Amazon $AMZN 3.15% L3Harris Technologies $LHX 2.97% NVIDIA $NVDA 2.93% Caterpillar $CAT 2.56% AeroVironment $AVAV 2.47% Archer Aviation $ACHR 2.13% Trimble $TRMB 1.93% Komatsu $KMTUY 1.80% Aurora Innovation $AUR 1.61% Broadcom $AVGO 1.59% BWX Technologies $BWXT 1.58% Baidu $BIDU 1.56% Cameco $CCJ 1.55% Elbit Systems $ESLT 1.54% Intuitive Machines $LUNR 1.46% Symbotic $SYM 1.38% DoorDash $DASH 1.36% Joby Aviation $JOBY 1.33% Iridium Communications $IRDM 1.28% Intuitive Surgical $ISRG 1.25% Teledyne Technologies $TDY 1.09% Synopsys $SNPS 0.96% WeRide $WRD 0.90% BYD $BYDDY 0.89% X-Energy $XE 0.89% Kodiak AI $KDK 0.85% Oklo $OKLO 0.85% Pony AI $PONY 0.67% Google (Class A) $GOOGL 0.29% Strata Critical Medical $SRTA 0.23% Also worth noting: Goldman Sachs Financial Square Treasury Obligations Fund - 0.42% (cash/treasury sweep position, not a stock)

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• @ArkkDaily neutral 19 eng

  Here are the current holdings in the ARK Innovation ETF $ARKK: Tesla $TSLA 10.18% weighting Tempus AI $TEM 5.86% CRISPR Therapeutics $CRSP 4.90% Robinhood $HOOD 4.84% Advanced Micro Devices $AMD 4.58% Shopify $SHOP 4.40% SpaceX $SPCX 4.08% Coinbase $COIN 3.83% Twist Bioscience $TWST 3.71% Roblox $RBLX 3.47% Beam Therapeutics $BEAM 3.19% 10x Genomics $TXG 3.01% Circle $CRCL 2.91% Intellia Therapeutics $NTLA 2.90% Palantir Technologies $PLTR 2.77% OpenAI 2.60% Amazon $AMZN 2.34% CoreWeave $CRWV 2.04% Google $GOOG 1.86% Block $XYZ 1.81% Cerebras Systems $CBRS 1.73% Bullish $BLSH 1.65% NVIDIA $NVDA 1.53% Illumina $ILMN 1.52% Natera $NTRA 1.49% Bitmine Immersion Technologies $BMNR 1.22% Recursion Pharmaceuticals $RXRX 1.15% Deere $DE 1.13% Archer Aviation $ACHR 1.04% Broadcom $AVGO 1.03% GeneDx $WGS 0.98% Teradyne $TER 0.98% Veracyte $VCYT 0.98% Kratos Defense & Security $KTOS 0.95% Meta Platforms $META 0.94% Taiwan Semiconductor $TSM 0.93% BWX Technologies $BWXT 0.77% X-Energy $XE 0.77% SoFi Technologies $SOFI 0.63% Snowflake $SNOW 0.62% Eli Lilly $LLY 0.53% Google $GOOGL 0.49% Figma $FIG 0.46% Cerus $CERS 0.39% Pacific Biosciences $PACB 0.35% Roku $ROKU 0.27% Disclosure: Public is a WOLF Financial partner. This is for informational purposes only, not investment advice.

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