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$NVDA AND $AVGO LEAD THE JULY WATCHLIST WITH OVER 40% UPSIDE POTENTIAL ๐ฅ
Target: 524 (AVGO) ๐
Markets opened higher today as U.S.-Iran tensions eased, sending oil back to pre-conflict levels and lifting risk sentiment. JOLTS data showed 7.594 million job openings, keeping Treasury yields elevated near 4.39% and the dollar at its 2026 high. Within this macro backdrop, Broadcom stands out with 24% revenue growth, mid-40s margins, and $27B in free cash flowโwhile Nvidia still trades at just 19x forward earnings despite 60% earnings growth over two years.
Which of these five names do you think has the best risk/reward for the second half of 2026?
Not financial advice. Always manage your risk.
$AVGO $NVDA #Watchlist #AIPlay #July2026
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Target: 524 (AVGO) ๐
Markets opened higher today as U.S.-Iran tensions eased, sending oil back to pre-conflict levels and lifting risk sentiment. JOLTS data showed 7.594 million job openings, keeping Treasury yields elevated near 4.39% and the dollar at its 2026 high. Within this macro backdrop, Broadcom stands out with 24% revenue growth, mid-40s margins, and $27B in free cash flowโwhile Nvidia still trades at just 19x forward earnings despite 60% earnings growth over two years.
Which of these five names do you think has the best risk/reward for the second half of 2026?
Not financial advice. Always manage your risk.
$AVGO $NVDA #Watchlist #AIPlay #July2026
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๐จ $ORBS HOLDS 302M $WLD โ THE BIGGEST PUBLIC WHALE IN WORLDCOIN! ๐ฆ
Eightcoโs treasury just revealed a $391M war chest anchored by 302M $WLD (28% of holdings), 16,278 $ETH , and $90M in OpenAI equity through SPVs. Thatโs the largest publicly disclosed institutional $WLD position globally โ roughly 8% of circulating supply.
๐ On July 24, Worldโs token unlock schedule dropped daily issuance by ~43% (from 5.1M to 2.9M $WLD /day). This supply shock, paired with Grayscaleโs SEC filing for a $WLD ETF on July 21, sets up a structural imbalance favoring price discovery to the upside. ๐ Tom Lee himself noted the improved risk/reward post-halving.
๐ก The macro thesis: as AI commoditizes content, Proof of Human via World ID becomes the bottleneck for agentic commerce. $ORBS is the only public vehicle riding OpenAI, World, and Beast Industries under one hood. ๐ฌ Are you watching the supply squeeze unfold, or waiting for a liquidity sweep? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #ORBS #Worldcoin #AIPlay #DigitalIdentity #Crypto
๐ฆ ๐ฅ
Eightcoโs treasury just revealed a $391M war chest anchored by 302M $WLD (28% of holdings), 16,278 $ETH , and $90M in OpenAI equity through SPVs. Thatโs the largest publicly disclosed institutional $WLD position globally โ roughly 8% of circulating supply.
๐ On July 24, Worldโs token unlock schedule dropped daily issuance by ~43% (from 5.1M to 2.9M $WLD /day). This supply shock, paired with Grayscaleโs SEC filing for a $WLD ETF on July 21, sets up a structural imbalance favoring price discovery to the upside. ๐ Tom Lee himself noted the improved risk/reward post-halving.
๐ก The macro thesis: as AI commoditizes content, Proof of Human via World ID becomes the bottleneck for agentic commerce. $ORBS is the only public vehicle riding OpenAI, World, and Beast Industries under one hood. ๐ฌ Are you watching the supply squeeze unfold, or waiting for a liquidity sweep? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #ORBS #Worldcoin #AIPlay #DigitalIdentity #Crypto
๐ฆ ๐ฅ
$WULF JUST GOT A $19 BILLION AI INFRASTRUCTURE DEAL WITH ANTHROPIC ๐ฅ
Entry: 22.74 ๐ฅ
Target: 25.04 ๐
TeraWulf's 20-year lease with Anthropic covers 401MW of critical IT load at the Justified Data campus. The stock surged 7.3% intraday to $25.04 before settling at $22.74 โ a classic liquidity grab on the news. Market structure shows a clean breakout above the prior range, with volume confirming institutional interest.
The real story here is the shift from Bitcoin mining to AI infrastructure. This lease alone validates a multi-billion-dollar revenue stream starting in late 2027. Are we seeing the start of a re-rating cycle for former mining operators?
Not financial advice. Always manage your risk.
#WULF #AIPlay #InfrastructureBreakout #CryptoMining #Tech
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Entry: 22.74 ๐ฅ
Target: 25.04 ๐
TeraWulf's 20-year lease with Anthropic covers 401MW of critical IT load at the Justified Data campus. The stock surged 7.3% intraday to $25.04 before settling at $22.74 โ a classic liquidity grab on the news. Market structure shows a clean breakout above the prior range, with volume confirming institutional interest.
The real story here is the shift from Bitcoin mining to AI infrastructure. This lease alone validates a multi-billion-dollar revenue stream starting in late 2027. Are we seeing the start of a re-rating cycle for former mining operators?
Not financial advice. Always manage your risk.
#WULF #AIPlay #InfrastructureBreakout #CryptoMining #Tech
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