THE BLOCK: Hyperliquid Strategies reported raising $647M in equity capital and more than doubling its hyperliquid:native treasury to 29.3M tokens, valued at roughly $1.9B at the end of its fiscal year, while maintaining $149.9M in cash and no debt. The company said it has since deployed $773.4M to acquire about 16.5M additional HYPE at an average cost of $46.77 and spent $27.8M repurchasing PURR shares, leaving $132.6M in cash as of Aug. 19. $PURR

$ARKG is the best looking thematic chart out there rn and the $MRNA news will turbocharge this whole space imo

Haven’t heard much talk of $PURR in a while 🤔

OUT NOW - these brothers generated returns double the S&P 500, here are the stocks they own now in robotics, SpaceX suppliers, optics/networking, and a data center turbine play no one's looking at. A few things @pernasresearch thinks: -open AI weights are bullish*, actually -Upwork will thrive, not just survive, in AI era (literally opposite of what market's pricing in rn) -They like Tenable $TENB (cybersecurity): growth is about to accelerate and trades cheap to $PANW $CRWD etc -Meta's a bad long now (they owned from ~$90 to ~$700 btw) $META -Stablecoins aren't really "a thing": they prefer Wise and Remitly as crossborder money movement fintechs $RELY $WSE $WISE.L Apple podcasts.apple.com/us/podcas… Spotify open.spotify.com/episode/586… YouTube youtube.com/watch?v=cUO79k97… Pernas Research (20% discount): pernasresearch.com/register/… Notes: "returns double since S&P 500" audited track record since 2017 of 32.19% gross pa vs SPX of 15.47% 20% discount is for quarterly subscription, discount lasts for one year *Dean & Deiya Pernas think open AI weights are bullish for AI infra (data centers, semis, hyperscalers, power, etc), not great for the actual LLM companies though

I don't think the bottleneck bois are here $BRK.B

Solar is the Miss Universe of cheap and unsexy

Tesla robotaxi incidents caught on camera in Austin draw regulators' attention cnbc.com/2025/06/23/tesla-ro…

Student loan wage garnishment in conjunction with the FHA COVID-era mortgage assistance program ending is forming a stormy consumer health outlook for 2H25. My guess is the AI underwriters and BNPL face their first true credit test. Place your bets! $AFRM $XYZ $KLAR $SZL $UPST $SOFI $BFH $LC $OMF

Surely the government wouldn't go after $V & $MA like they have with similar hideout safety stocks such as $UNH & $FICO to gut the middleman costs out of the system... Right?