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TuiTui X Daily: NVIDIA posts seven consecutive daily declines, facing a major test with Wednesday's earnings report; Pelosi buys Intel, only to be harshly contradicted by reality; Bessent's trillion-dollar buyback plan ignites gold and Bitcoin

August 25, 2026 · Covering 375 KOLs and 2,008 tweets

NVIDIA enters Wednesday's critical earnings report with its longest losing streak since before the launch of ChatGPT in 2022. Despite a stream of positive product news, the stock price has remained unmoved, leaving both bulls and bears waiting for the earnings release to provide clarity. Meanwhile, rumors that the Treasury Department plans to inject nearly $1 trillion into Treasury repurchase agreements have stirred volatility in gold, crude oil, and Bitcoin simultaneously, as the market votes with real money on "debt monetization." At the individual stock level, Pelosi's purchase previously caused Bloom Energy (BE) and Intel (INTC) to gap up at the open, only for reality to deliver a harsh rebuke later the same day.

I. Trending Stocks on X

II. Market Main Themes | NVIDIA Earnings Week Kill Signals and the Realistic Reversal of Political Trades

1. NVIDIA's seven-day losing streak collides with Wednesday's major earnings test; product利好 fail to halt selling pressure: NVIDIA has declined for seven consecutive trading sessions, marking its longest losing streak since before the launch of ChatGPT in 2022 (@wallstengine；@TrendSpider). Michael Burry has publicly held a bearish view on NVIDIA for 294 days; despite the sharp drop in share price, his short position is currently roughly break-even (@burrytracker); historical statistics add further chill—NVIDIA has fallen after five of its last six earnings reports, with a median return of -4.8% over the five trading days following earnings, even though revenue and EPS beat expectations in all six quarters (@Stocktwits). However, product-side news remains consistently bullish: The Groq3 LPX inference rack has entered full production, $NEBIUS (NBIS.US)$ becoming the first to adopt it and embed it into its proprietary Vera Rubin NVL72 Token Factory (@aleabitoreddit；@StockSavvyShay); the Vera Rubin NVL72 has released its first real-world chip-level agentic programming test data, showing up to a 30-fold increase in throughput per watt and up to a 35-fold reduction in cost per token compared to the GB300 NVL72 (@FinnStockinger); there are also reports that NVIDIA is negotiating to participate in Perplexity's new round of financing, which could push its valuation above $30 billion, though this has not yet been independently confirmed by Reuters (@WiseInvest513). Some KOLs warned thatif Wednesday's earnings report does not deliver a 'strong beat plus impressive guidance' so compelling that it leaves no room for doubt, the previously accumulated delta-hedged call positions could be unwound en masse, potentially driving the stock price even lower.（@DarioCpx）。

2. Pelosi's purchases ignited Bloom Energy and Intel, but reality quickly proved otherwise; Samsung dragged down the AI hardware supply chain.: Congressional disclosures show that between July 24 and 28, Pelosi bought 15,000 shares of Bloom Energy (BE) plus 100 call options expiring in June 2027 with a strike price of $100, as well as 10,000 shares of Intel plus 50 call options with the same expiration and a $50 strike price. These were her only two bullish bets in this round of trading (@amitisinvesting；@TrendSpider). The news initially sent Bloom Energy soaring more than 10% (@StockSavvyShay), yet Samsung's disappointing shareholder return expectations on the day weighed on the entire AI sector, causing Bloom Energy to erase approximately $2.2 billion in market cap (@joinautopilot); Intel's situation was even more awkward, with its stock price continuing to fall below the $95 issuance price of its $23 billion equity financing. Trapped holders continued to sell off, wiping out about $15.5 billion in market cap in a single day, as Pelosi's purchase failed to reverse the downtrend (@joinautopilot). One KOL joked that it would be hard to say the AI trade is over unless even Pelosi is adding to her positions in Bloom Energy and Intel (@Jake__Wujastyk）。

3. AI power and humanoid robots have become new narrative subplots beyond chip stocks.: Goldman Sachs expects data center electricity demand to grow by 220% by 2030 compared to 2023 levels, while Morgan Stanley projects US data center electricity demand will reach 74 gigawatts by 2028, leaving a cumulative shortfall of 47 to 49 gigawatts (@SergeyCYW); the vacancy rates for data centers operated by giants such as Amazon, Microsoft, Google, Meta, and NVIDIA have remained at around 1% for three consecutive years, and are expected to stay near zero through 2028, with tenants already locking in capacity scheduled for delivery in 2028 (@Beth_Kindig). Financing for humanoid robots is heating up in tandem: Xpeng has spun off its robotics business, raising over $900 million at a valuation exceeding $6.3 billion; previously,$Yushu Technology (688836.SH)$ Unitree Robotics' IPO valuation reached $35–36 billion, while Agility Robotics, backed by NVIDIA and Amazon, is also valued at $2.5 billion (@aleabitoreddit）。

3. Macro Topics | Bessent's trillion-dollar buyback plan leverages Gold and Bitcoin; crude oil inventories fall to half-century lows

1. Bessent's buyback plan stirs the bond market; Jackson Hole becomes a dilemma-laden test: According to CNBC, citing senior Treasury officials, the Treasury Department is considering using the Treasury General Account (TGA), with a scale approaching $1 trillion, to fund an expanded Treasury buyback program. Bessent has accumulated the TGA balance to approximately $950 billion, far above the $550–600 billion target level during the Biden administration (@fxtrader). Peter Schiff warns that this will significantly shorten the average maturity of U.S. Treasuries, increase exposure to rising short-end interest rates, and make the Federal Reserve more hesitant to raise rates (@PeterSchiff); Trump even stated that if the buyback program fails to lower long-term interest rates, he would not rule out "military intervention," a remark Schiff mocked as implausible "coercive diplomacy" (@PeterSchiff). Citing historical research from 1945 to 1951, WClemente cautioned that if Fed Chair Walsh signals "coordination with the Treasury" in his speech at Jackson Hole this Friday, it would confirm the U.S. entry into comprehensive financial repression, potentially causing Bitcoin and Gold to rapidly reprice toward or even beyond historic highs (@WClemente); some KOLs also frame Waller's choice as a dilemma—maintaining a hawkish stance could burst the AI bubble, while appearing to accommodate Treasury sales might be seen as capitulating to fiscal pressure (@QTRResearch). A trading roadmap is more straightforward:For Nasdaq ETFs to have a chance of surging into the $730 range, three conditions must be met simultaneously: Wednesday's early-session PCE data does not exceed expectations, NVIDIA's earnings impress the market, and Waller's speech on Friday leans dovish.（@The_RockTrading）。

2. Escalation of "zero-leakage" sanctions on Iran makes Gold and Bitcoin the top hedges: At a press conference on the Iran issue, Bessent announced that the US would implement a "zero-leakage" strategy against countries and entities doing business with Iran. The sanctions cover digital assets, technology, gold, aviation, and shipping; any entity helping Iran launder money could be expelled from the USD settlement system (@amitisinvesting). Peter Schiff warned that further weaponization of the US dollar will only accelerate global de-dollarization, which is happening at the worst possible time when the US itself needs to continuously issue debt, potentially relying on buybacks or monetization to absorb Treasuries (@PeterSchiff); some analysts also pointed out the irony—Bessent is simultaneously preparing to sanction Chinese companies, even though China has been the buyer that helped keep global oil prices below $150 in the recent period (@HFI_Research). In response to the sanctions rhetoric, one KOL reacted directly: "So... time to buy more Gold and Bitcoin?" (@Geiger_Capital), gold indeed broke through $4,700 that day, hitting a new high in over three months (@Barchart）。

3. Crude oil inventories drop to a half-century low as the US-Canada tariff war escalates again: US commercial crude oil inventories dropped to just 41 days of supply, the lowest level in half a century (@Barchart), and the Strategic Petroleum Reserve also fell to its lowest level since 1982 (@Barchart). Meanwhile, Trump announced that tariffs on Canadian automobiles, trucks, parts, and steel would rise to 50% starting January 1, 2027 (@SchwabNetwork；@PeterSchiff); analysts pointed out that this tariff rate is clearly imbalanced—the US domestic content in Canadian auto parts is actually not low, yet the tariff is more than three times higher than the 15% levied on similar goods from South Korea, Japan, and Europe (@Brad_Setser). According to reports, Prime Minister Carney's government judges that resuming negotiations with the Trump administration before the mid-term elections is nearly impossible following the breakdown in trade talks. They are preparing a domestic aid package to help businesses weather the tariff shock and potentially sustain them through the remainder of Trump's term (@fxtrader）。

4. Individual Stock Forums

1. $NVIDIA (NVDA.US)$| Seven consecutive daily losses collide with Wednesday's earnings test; product利好 cannot offset selling pressure

NVIDIA just recorded its longest seven-day losing streak since before the launch of ChatGPT in 2022. Wednesday's earnings report will serve as the ultimate arbiter of the bull-bear divide: bulls are betting on continuous positive product news, while bears are countering with historical statistics and caution from credit markets.

***Bullish

• @aleabitoreddit、@StockSavvyShayThe Groq3 LPX inference rack has entered full-scale production, with NEBIUS becoming the first adopter by integrating it into its Vera Rubin NVL72 Token Factory. In this setup, Rubin GPUs handle long-context processing, while the Groq3 LPX is responsible for ultra-high-speed token generation.

• @FinnStockingerThe Vera Rubin NVL72 has released its first real-world on-chip agentic programming benchmark data. Compared to the GB300 NVL72, it delivers up to a 30-fold increase in throughput per watt and reduces the cost per token by up to 35 times.

• @WiseInvest513According to The Information, NVIDIA is in talks to participate in Perplexity's latest funding round, which could push its valuation above $30 billion (not yet independently confirmed by Reuters).

***Bearish

• @burrytrackerMichael Burry has been publicly bearish on NVIDIA for 294 days. Although the stock has fallen for seven consecutive trading sessions, marking its longest losing streak since 2022, his short position is currently roughly break-even.

• @StocktwitsStatistics show that NVIDIA's stock fell in five of its last six earnings releases. The median return over the five trading days following earnings was -4.8%, even though revenue and earnings per beat exceeded expectations in all six quarters.

• @DarioCpxA reminder: If Wednesday's earnings report does not deliver a 'strong beat plus impressive guidance' that leaves no room for doubt, the accumulated delta-hedged long call positions may be unwound en masse, potentially driving the stock price even lower.

***Neutral

• @wallstengine、@TrendSpiderConfirmed: NVIDIA has declined for seven consecutive trading sessions, its longest losing streak since before the launch of ChatGPT in 2022. Earnings are scheduled to be released after the market close on Wednesday.

2. $SpaceX (SPCX.US)$| Trump tailwinds and Terafab's capacity expansion support the narrative; the stock consolidates in a narrow range awaiting direction

SpaceX continues to attract attention thanks to Trump's personal investment disclosed in June and capital expenditure expectations for the self-built chip fab, Terafab. However, the stock remains consolidated in a narrow range after falling about 50% from its highs. Bulls are waiting for a breakout, with almost no bearish sentiment heard today.

***Bullish

• @StockSavvyShayGoldman Sachs has incorporated approximately $16.8 billion in Phase 1 capital expenditure expectations for Elon Musk's chip fab, Terafab, into its forecasts (sharing this exposure with Tesla) and projects that global semiconductor foundry equipment spending will reach $281 billion by 2028.

• @TrendSpider、@wallstengineSpaceX plans to deploy NVIDIA Vera CPUs "at scale" for AI agents. SpaceX AI intends to extend the Vera Rubin NVL72 architecture into space, with the first batch of AI satellites powered by NVIDIA chips scheduled for launch in Q4 2027 (confirmed by Elon Musk himself).

• @SpaceInvestor_DLouisiana plans to announce a new SpaceX spaceport project on Peacock Island, expected to create over 3,000 jobs.

• @StockSavvyShayTrump disclosed in June this year that his personal investment in SpaceX amounted to up to $50,000.

***Bearish

• No clear bearish sentiment observed today.

***Neutral

• @RichardMoglenTechnical charts show SpaceX consolidating narrowly below the $141.30 resistance level (a drop of approximately 54% from the high of $225.64 seen 47 days ago), suggesting a likely directional move in the short term.

3. $Micron Technology (MU.US)$Samsung drags down the memory sector as the leading decliner; Burry increases short positions, but the CEO insists the supply-demand gap is endless.

Micron led the decline in the memory sector, dragged down by Samsung's disappointing shareholder returns, wiping out approximately $56 billion in market cap in a single day. Michael Burry increased his short position in Micron during the same period; however, the company's CEO maintains that the supply-demand gap shows no sign of ending, leading long-term bulls to view this as normal volatility ahead of earnings week.

***Bullish

• @ProblemSniperMicron's CEO stated that there is no end in sight for memory supply catching up with demand.

• @JonahLuptonDRAM/NAND memory stocks collectively found support and rebounded at the 50% Fibonacci retracement level of their July lows, with several tickers showing high correlation in their price movements.

***Bearish

• @burrytrackerMichael Burry disclosed his latest holdings, adding new positions including $CoreWeave (CRWV.US)$ In addition to short positions, they also increased their holdings in Micron, $Palantir (PLTR.US)$ and $iShares Semiconductor ETF (SOXX.US)$ short positions.

• @joinautopilot: Samsung's disappointing shareholder returns dragged down the entire memory and chip sector, with Micron's market cap evaporating by approximately $56 billion in a single day. This comes after Jim Cramer visited wearing a Micron hard hat last week, shouting "time to get ready."

• @pdicarlotrader: Warned in July that the semiconductor sector faced a correction; now most targets have fallen more than 20%. A detailed breakdown of $Advanced Micro Devices (AMD.US)$ 、 $VanEck Semiconductor ETF (SMH.US)$ 、 $NVIDIA (NVDA.US)$ , Micron, $Intel (INTC.US)$ worst-case scenarios and specific buy points.

***Neutral

• @garyblack00: Tech stocks came under pressure this week, dragging the broader market lower. The S&P 500 fell 0.1% and the Nasdaq dropped 0.6%, as market risk appetite turned cautious.

4. Bloom Energy ( $Bloom Energy (BE.US)$ ) | Pelosi's purchase ignited the stock price, but Samsung dragged the AI power sector back to its original form on the same day

Pelosi's additional options trade in Bloom Energy briefly ignited the stock price, but on the same day, expectations regarding Samsung's shareholder returns cooled the entire AI power sector, wiping out all gains—the emotional dividend from political trading collided head-on with fundamental realities within a single trading session.

***Bullish

• @amitisinvesting、@TrendSpiderPelosi disclosed purchases of 15,000 shares of Bloom Energy common stock and 100 call options expiring in June 2027 with a strike price of $100 during the period from July 24 to 28.

• @InvestingVisualThe accompanying chart shows that Bloom Energy's revenue over the past 12 months reached $3.113 billion, representing a cumulative increase of more than 25 times compared to 2017 (CAGR of 34.6%). Market expectations project further revenue growth to $3.74 billion, $6.46 billion, and $9.67 billion for fiscal years 2026, 2027, and 2028, respectively.

• @SergeyCYWThe investment thesis driven by AI power demand is taking shape. Goldman Sachs expects data center electricity demand to grow by 220% by 2030 compared to 2023 levels, while Morgan Stanley forecasts a cumulative power shortfall of 47 to 49 gigawatts in U.S. data centers by 2028.

***Bearish

• @joinautopilotDisappointing shareholder return expectations from Samsung dragged down the entire AI power sector. Bloom Energy fell against the trend, wiping out approximately $2.2 billion in market capitalization in a single day, despite Pelosi's recent disclosure of purchases worth up to $12 million.

***Neutral

• @Jake__WujastykIt is hard to joke that the AI trade is over, unless even Pelosi is adding to her positions in Bloom Energy and Intel.

5. $Amazon (AMZN.US)$| Doubling down on automated delivery stations, AWS revenue curve continues to steepen amid the AI wave

Amazon is pushing automation into the toughest final link of the logistics chain, while the AWS revenue growth curve continues to steepen under the AI wave. Technically, the stock price is retesting previous highs, but some voices caution that Bezos's share reductions accompanying each price surge are worth noting.

***Bullish

• @wallstengine、@StockSavvyShayAmazon's internal project, codenamed "Project Tetromino," is testing fully automated delivery stations that process packages at approximately 2.5 times the speed of existing facilities. Early plans involve investing about $103 million in pilots by 2028, with investment scaling to over $530 million by 2029.

• @Beth_KindigData from JLL and CBRE shows that vacancy rates for data centers operated by giants such as Microsoft, Amazon, Google, Meta, and NVIDIA have remained at 1% for three consecutive years. These rates are expected to stay near zero through 2028, as tenants have already locked in capacity scheduled for delivery in 2028.

• @WealthCode99978: AWS's revenue over the past 12 months has reached $148.4 billion, nearly a six-fold increase from approximately $25.66 billion in Q4 2018. AI training, inference, and generative applications are redefining this growth trajectory.

• @TrendSpiderThe accompanying chart shows Amazon's stock price at $262.36, testing previous high resistance levels, with the Triple Stochastic RSI indicator reading in bullish territory.

***Bearish

• No clear bearish sentiment observed today.

***Neutral

• @ProblemSniper: The technical chart displays a falling wedge pattern, where each rally in the stock price has coincided with selling by Bezos (the pullback following the previous earnings report is one example). However, it is also believed that Anthropic's $2 trillion valuation is positive for relatively cheaper giants like Amazon and Meta, leading to the judgment that Amazon could become one of the first companies to achieve $1 trillion in annual revenue.

6. $Marvell Technology (MRVL.US)$ | Major cloud vendor deals continue to materialize; Thursday's earnings report will test whether guidance can be met

Marvell's stock price retreated last week from highs driven by news of its partnership with Google. The August 27 earnings report will be a key milestone to verify whether these major cloud vendor deals can translate into revenue guidance. Technical analysts have clearly identified support and resistance分水岭 (watershed) levels.

***Bullish

• @WiseInvest513: Let's review Marvell's five recent partnerships: Google TPU and custom AI chips (corresponding to potential revenue of approximately $120 billion by fiscal year 2033), NVIDIA NVLink and custom XPU architecture (with NVIDIA itself investing $2 billion), long-term custom chip and networking cooperation with Amazon AWS,$SK Telecom (SKM.US)$ memory expansion cooperation with SK Hynix,$Lumentum (LITE.US)$ and optical interconnect cooperation. It is judged that if there are no major issues in the earnings report and the $228–$230 level holds, there is still room for recovery. If the stock reclaims $252, the target looks toward $270.

• @Mr_Derivatives: Marvell is scheduled to release its earnings after the market close on Thursday. The implied volatility is approximately ±10.5%. The stock has posted positive returns in the three previous earnings releases (+3.1%, +18.4%, +7.9%).

• @HedgeyeNVIDIA and Marvell are currently the only two semiconductor stocks on the firm's "Signal Strength List."

***Bearish

• No clear bearish sentiment observed today.

***Neutral

• @eWhispersMarvell and NVIDIA are both on this week's (week of August 24) most-watched earnings list, alongside $Salesforce (CRM.US)$ Salesforce, $CrowdStrike (CRWD.US)$ 、 $IREN Ltd (IREN.US)$ 、 $Autodesk (ADSK.US)$ etc.

7. $Tesla (TSLA.US)$| Terafab's expansion narrative supports its valuation, but lowered delivery expectations have been seized upon by short sellers

Tesla's stock has rebounded more than 10% from its monthly low. While capital expenditure expectations for Terafab's chip plant expansion continue to gain traction, Q4 delivery forecasts are being revised downward, with short sellers citing tariffs as a cover for the underlying reasons.

***Bullish

• @StockSavvyShayGoldman Sachs has incorporated approximately $16.8 billion in Phase I capital expenditure expectations for Musk's chip factory, Terafab, into its forecasts (sharing this exposure with SpaceX), projecting that global wafer fab equipment spending will reach $281 billion by 2028.

• @pdicarlotraderSince establishing positions last month, Tesla has risen 13%. Short-term price targets, profit-taking levels, and worst-case scenario analyses were provided ahead of the Cybercab event.

***Bearish

• @GordonJohnson19The day's decline was attributed to tariffs, but the real cause may be that Kalshi's Q3 delivery expectations were slashed overnight from 504,000 units to 484,000 units—roughly flat with Q2's 480,000 units and below last year's同期 figure of 497,000 units. July year-on-year data shows declines of 38% in Europe, 33% in mainland China, and 21% in the US, indicating negative growth despite a P/E ratio of 300x.

***Neutral

• @The_RockTrading: A reminder to watch for a gap near $346, while also indicating that we are still waiting for a better entry point.

8. $NEBIUS (NBIS.US)$| NVIDIA's inaugural partnership cements its status as a new AI cloud leader, with $5.75 billion in financing injected to support expansion

Nebius has solidified its status as a rising star in the AI cloud sector through its inaugural partnership with NVIDIA for the Groq3 LPX, while simultaneously raising $5.75 billion via a convertible bond offering to fund capacity expansion. Bearish sentiment is virtually nonexistent in the market.

***Bullish

• @aleabitoreddit、@StockSavvyShay、@ParadisLabsNebius has become the first AI cloud provider to adopt NVIDIA's Groq3 LPX inference racks, integrating them into its Vera Rubin NVL72 Token Factory. This move is interpreted as special preferential treatment from NVIDIA, which had previously invested $2 billion in Nebius.

• @StockMKTNewz、@InvestingVisualNebius announced the completion of a $5.75 billion convertible senior notes issuance ($3.45 billion in notes maturing in 2030 with a 0.50% coupon, plus $2.3 billion in notes maturing in 2034 with a 4.50% coupon). Additionally, $800 million in old convertibles were exchanged for approximately 16 million shares. The proceeds will be used to build new data centers, purchase GPUs, and expand its full-stack cloud business.

• @Kaizen_InvestorRumors regarding the relationship between Nebius and Google are increasing. When asked about the source of demand, the company's co-founder explicitly named Google.

***Bearish

• No clear bearish sentiment observed today.

9. $Intel (INTC.US)$Pelosi's endorsement fails to counter selling pressure from trapped investors; Intel holds 70% share in the x86 battlefield

Intel, which Pelosi bought in the same transaction as Bloom Energy, is in an even more awkward position. Its stock price continues to drift below the secondary offering price, with trapped investors continuously selling off. The only positive development is that it has maintained a 70% share in the battle for x86 market dominance.

***Bullish

• @amitisinvesting、@TrendSpiderBetween July 24 and 28, Pelosi purchased 10,000 shares of Intel stock plus 50 call options expiring in June 2027 with a strike price of $50. These were the only two bullish bets in that batch of transactions, alongside Bloom Energy.

• @StockSavvyShayx86 market share data shows AMD's share exceeding 30% for the first time (Intel at 69.7%, AMD at 30.3%, ARM at 15.3%). AMD's share has increased by nearly 10 percentage points over two years, but Intel still holds close to 70% of the market.

***Bearish

• @joinautopilotIntel's stock price continues to decline, falling below the $95 offering price of its $23 billion equity financing. Trapped investors continue to sell off, resulting in a market cap loss of approximately $15.5 billion in a single day. Even Pelosi's disclosed purchase of up to $1 million worth of Intel during the same period failed to halt the selling pressure.

***Neutral

• @Balder13946731It is ridiculous to short semiconductor stocks in the overnight session right now. Once NVIDIA's earnings report approaches, these shorts will flee in panic. AMD, Intel, Taiwan Semiconductor, and Marvell are all under close watch.

10. $Meta Platforms (META.US)$| Both options order flow and product roadmap signal bullishness; California lawsuit remains the biggest variable

Meta's options order flow and product roadmap both signal a bullish stance—capital has swept into massive deep out-of-the-money call options, and the company plans to launch consumer-grade AI agents within weeks. However, the billion-dollar lawsuit in California remains the largest overhang on its valuation.

***Bullish

• @CheddarFlowCapital inflows purchased over $2 million worth of deep out-of-the-money call options on Meta.

• @StockMKTNewz、@StockSavvyShayMeta plans to launch the consumer-grade AI agent "Hatch" (evolved from its internal project OpenClaw) within weeks, capable of handling multi-step tasks such as coding, scheduling, and email management. Meanwhile, the next-generation AI model "Watermelon" is expected to be released in October.

• @Beth_KindigData center vacancy rates have hovered near zero for three consecutive years, with Meta, Amazon, Microsoft, Google, and NVIDIA all benefiting from this trend.

• @oguzerkanThe view holds that external panic over the California lawsuit is exaggerated. The $1 trillion figure is merely a statutory cap calculated by Meta itself to highlight the absurdity of the claimed damages. The actual claims from various states amount to approximately $200 billion, and historically, courts rarely impose penalties at the maximum statutory limit.

***Bearish

• @garyblack00Meta is expected to continue underperforming the S&P 500 Index in the short term. California and multiple state attorneys general have jointly sued Meta, alleging that it deliberately designed Facebook and Instagram to be addictive to teenagers and improperly collected data from minors. Drawing parallels to tobacco litigation precedents from 30 years ago, this lawsuit is likely to suppress the stock price until the jury delivers an advisory verdict in October.

***Neutral

• @RihardJarcMembers of Meta's Superintelligence Lab (MSL) revealed that the company's focus is on the consumer layer of Large Language Models (LLMs), emphasizing leverage through consumer relationships and application layers, rather than simply chasing raw model capabilities.

5. Event Calendar

1. Announced

• Pelosi disclosed, in accordance with Congressional disclosure rules, her purchases of Bloom Energy and Intel common shares and call options between July 24 and 28 — @amitisinvesting。

2. Today

• Bessent announced "zero-leakage" sanctions against countries and entities conducting business with Iran, covering digital assets, technology, gold, aviation, and shipping —@amitisinvesting、@SchwabNetwork。

• Trump announced that tariffs on Canadian automobiles, trucks, parts, and steel will rise to 50% starting January 1, 2027 —@SchwabNetwork。

• Nebius completed the issuance of $5.75 billion in convertible senior notes —@StockMKTNewz。

• Gold broke through $4,700, hitting a new high in over three months; US crude oil inventories fell to a 41-day supply, the lowest level in half a century, while the Strategic Petroleum Reserve dropped to its lowest since 1982 —@Barchart。

• NVIDIA has fallen for seven consecutive trading sessions, marking its longest losing streak since before the launch of ChatGPT in 2022 —@wallstengine、@TrendSpider。

• Louisiana plans to announce a new SpaceX space launch facility project on Pecan Island —@SpaceInvestor_D。

3. This Week

• NVIDIA's earnings are scheduled to be released after hours on Wednesday (August 26), with July PCE inflation data also being released on the same day —@garyblack00。

• Marvell's earnings are scheduled to be released after hours on Thursday (August 27), with implied volatility at approximately ±10.5% —@Mr_Derivatives。

• Federal Reserve Chair Walsh is set to speak at the Jackson Hole Global Central Bankers Symposium on Friday, regarded as the biggest variable of the week —@QTRResearch。

• The same week also features major earnings reports from Salesforce, CrowdStrike, IREN, Kohl's, Intuit, Okta, Autodesk, and others —@eWhispers。

4. Longer Term

• SpaceX plans to launch its first batch of AI satellites powered by NVIDIA chips in Q4 2027 —@SchwabNetwork。

• Canadian Prime Minister Carney’s government expects it will be difficult to resume trade negotiations with the Trump administration before the midterm elections and is preparing domestic aid packages to mitigate the impact of tariffs —@fxtrader。

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This report is based solely on the real, public tweets of 375 KOLs from the past 24 hours, with no fabrication. Each argument can be traced back to the original post by @Author. Trending status reflects discussion volume, not sentiment; duplicate posts of the same news by multiple accounts have been consolidated. KOLs represent professional and leading viewpoints, which are not equivalent to retail investor sentiment. This is not investment advice.

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