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Jeff reports tonight, down 42% from highs. bar is so low it’s almost underground
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How to get very small amount of sol
SOLANA VIBES 10-16 JULY 2026
SOLANA VIBES 10-16 JULY 2026 more vibes [https://x.com/solana\_digest/status/2077811846782820783](https://x.com/solana_digest/status/2077811846782820783)
Ongoing Trade in Supriya
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Three companies just told the exact same story from three different seats. IBM fell by 25% saying its customers are diverting budgets to AI infrastructure mid-quarter. ASML raised forecast and committed to expanding capacity 30% because of what's flowing in. And overnight, TSMC, sitting directly between them in the supply …
Bernstein’s mid-year CIO survey (Cloud spending to rise, no expectation AI to replace enterprise software)
If you're a Microsoft, Amazon or Alphabet stock investor there's some very encouraging results from Bernstein’s mid-year CIO survey, before the latest quarter results reporting in the next few weeks from these companies. \* strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen …
Nobody who lost money on NVO can say they weren’t warned
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