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The general approach is to release earnings right after the end of the trading day (4:00 PM ET in the US) and then have an earnings call 30 minutes later. The company does not want to release earnings while trading is active, but they want to shape the narrative.
This timing allows them to meet the legal requirements, but also keep Wall Street analysts off balance, since 30 minutes is not enough time to dig deeply into the release and ask probing questions on the 4:30 PM earnings call.
It's not a con job; it's a spin job. The company management is trying to get their story out before things go awry. It's equivalent to having a press conference the day before you have to testify to Congress: you get your story out first.
The IBM miss was egregious, and can't be hidden with clever spin.

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2077361906801602888)
>US BEGAN STRIKING IRAN AT 6AM ET TODAY \- CENTRAL COMMAND
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>US STRIKES ON IRAN ENDED AT 7:30AM ET \- CENTRAL COMMAND
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>Im no war expert but why are they announcing it live on X
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2077362157487112365)
>MUSK: ONCE WE HAVE COMPLETED OUR REVIEW FOR SECURITY VULNERABILITIES, WE WILL MAKE THE ENTIRE CODEBASE OF X OPEN SOURCE
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2077362176197894452)
>MUSK: WE WILL INVITE THIRD PARTY REVIEWERS TO EXAMINE SYSTEM THAT IS RUNNING TO CONFIRM THAT OPEN SOURCE CODE IS WHAT IS RUNNING

9 pm ET

Up to 84% of GLP-1 induced weight loss retained with Revita® versus 46% with sham at one year in patients receiving complete duodenal ablations
Next anticipated Revita® milestones are topline six-month randomized data from the REMAIN-1 Pivotal Cohort in early Q4 2026 and a potential FDA De Novo marketing application submission in late Q4 2026
Company to host investor webcast today at 8:00 a.m. ET.
Quite excited to see what they have to say.
Link to 8-K: [SEC Filing | Fractyl Health, Inc.](https://ir.fractyl.com/node/8881/html)

Are you surprised?
>AT 6 A.M. ET TODAY, U.S. CENTRAL COMMAND FORCES BEGAN LAUNCHING A WAVE OF STRIKES AGAINST IRAN. THE STRIKES ARE DESIGNED TO FURTHER DEGRADE MILITARY CAPABILITIES IRANIAN FORCES HAVE USED TO ATTACK COMMERCIAL SHIPPING IN THE STRAIT OF HORMUZ.

US central command forces will bomb Qualcomm at 6 AM ET today.

imagine "US Centcom: At 6 AM ET today, US central command forces began launching a wave of strikes against Iran." ***is only worth the spy dropping 1 point in pre-market.***
What is this world we live in now?

At 6 a.m. ET today, U.S. Central Command forces began launching a wave of strikes against Iran.

Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co)
Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper.
The big names might give us 1.2-1.5x, but there are some small caps name in there which I already found interesting that might really have a chance at going 5-10X
*510 publicly listed companies mapped by physical supply-chain layer. Software-only names excluded — this is the physical buildout. Tickers sorted by market cap.*
**LAYER 1/10 — COMPUTE & SILICON (105)**
* **Design the Chip (11):** ARM, MRVL, CDNS, SNPS, NVTS, AIP, CEVA, SVCO, QUIK, ATOM, IPWR
* **Build the Machines That Make the Chip (23):** ASML, AMAT, LRCX, KLAC, A, MTD, MKSI, ONTO, NVMI, CGNX, TKR, BRKR, NPO, ACMR, NOVT, ESAB, UCTT, IPGP, ACLS, VECO, ICHR, BHE, ASYS
* **Give the Machines the Raw Materials (28):** LIN, APD, Q, PPG, VLTO, ENTG, DOW, DD, GGG, SOLS, ESI, MTRN, CE, CBT, AVNT, CECO, CC, AXTI, OLN, HUN, USAR, PLAB, LWLG, ONT, GSM, LXFR, ASPI, BSIN
* **Manufacture the Chip (11):** TSM, STM, UMC, GFS, TSEM, VSH, DIOD, LASR, PDFS, SKYT, KOPN
* **Package the Chip (15):** ASX, EMR, TER, AMKR, FN, NDSN, TTMI, FORM, RAL, CAMT, KLIC, COHU, ROG, AEHR, SHMD
* **The Finished Chip (17):** NVDA, AVGO, AMD, INTC, TXN, QCOM, NXPI, CBRS, MCHP, ON, TDY, LSCC, ARW, ALGM, MXL, SLAB, AVT
**LAYER 2/10 — SERVERS, RACKS & NETWORKING (69)**
* **Assemble the Server (15):** DELL, HPE, ROK, FLEX, CLS, JBL, CW, HPQ, SNX, SMCI, SANM, PLXS, MRCY, TSSI, LTRX
* **Memory for the Server (4):** MU, RMBS, PENG, NLST
* **Storage for the Server (6):** SNDK, STX, WDC, NTAP, P, SIMO
* **Power Regulation for the Server (12):** ADI, MPWR, HEI, VICR, LFUS, POWI, BELFB, KN, WOLF, VPG, AOSL, RELL
* **Transmit the Data (11):** GLW, CIEN, LITE, KEYS, COHR, CRDO, MTSI, SMTC, VIAV, AAOI, FABC
* **Keep the Server in Sync (2):** SITM, SWKS
* **Connect Servers to Other Servers (9):** CSCO, ANET, ALAB, NOK, FFIV, IESC, LUMN, DGII, ADTN
* **Run the Cables (10):** APH, MMM, TEL, WCC, BDC, UNIT, PLPC, CLFD, RFIL, OCC
**LAYER 3/10 — POWER & COOLING SYSTEMS (48)**
* **Cool the Chips (7):** PH, ECL, AME, DOV, IEX, HLIO, KULR
* **Cool It Down (27):** TT, JCI, HON, CARR, FERG, IR, XYL, MAIR, MOD, CR, MLI, AIT, WTS, SPXC, DCI, AAON, FLS, ZWS, GTES, GTX, ATMU, DXPE, HTO, GRC, NWPX, AIRJ, AP
* **Power the Server & the Room (14):** ETN, VRT, NVT, RRX, AEIS, POWL, ENS, ST, ATKR, SHLS, ALNT, MEC, MEI, NNBR
**LAYER 4/10 — THE BUILDING (59)**
* **Build the Building (47):** CRH, URI, NUE, MTZ, AMRZ, OTIS, STRL, JLL, J, LECO, SWK, RPM, TRMB, ALLE, WLK, OSK, ACM, TTEK, STN, SSD, FLR, CMC, AWI, PSN, ROAD, GVA, HRI, TEX, CIGI, WSC, KNF, AZZ, TPC, TTAM, MGRC, WOR, TH, TIC, ICFI, WLDN, ORN, BBCP, BWMN, MTW, TBI, VATE, SLND
* **Wire Up the Building (12):** FIX, EME, APG, DY, AYI, CNM, ECG, MYRG, LGN, PRIM, LMB, OESX
**LAYER 5/10 — ON-SITE POWER (25)**
* **Secure the Power (25):** TSLA, CAT, CMI, BE, BKR, WWD, GNRC, BWA, KGS, FELE, SEI, LBRT, FLNC, CYD, PUMP, EOSE, FCEL, HYLN, NRGV, NKLR, PKOH, TGEN, FTEK, PPSI, GWH
**LAYER 6/10 — GRID CONNECTION (13)**
* **Deliver the Power (13):** PWR, ABB, SRE, EXC, PEG, CNP, HUBB, VMI, ACA, SXI, CTRI, CTOS, AMSC
**LAYER 7/10 — POWER GENERATION (62)**
* **Generate the Power (62):** GEV, NEE, HWM, SO, DUK, CEG, AEP, D, VST, ETR, XEL, PCG, WEC, DTE, AEE, NRG, EIX, FE, PPL, FSLR, CMS, NI, EVRG, LNT, TLN, BWXT, NXT, PNW, AES, OGE, BEP, AGX, OKLO, IDA, FRVO, CWEN, ORA, TXNM, POR, ENPH, BKH, HASI, NWE, MDU, TAC, MIR, AVA, SMR, RNW, BW, AMRC, TE, CSIQ, ARRY, NNE, HNRG, IMSR, MTRX, XE, NPWR, BWEN, FTCI
**LAYER 8/10 — FUEL & RAW INPUTS (73)**
* **Fuel & Raw Inputs (73):** XOM, CVX, BHP, UNP, RIO, SCCO, ENB, WMB, FCX, KMI, SLB, TRP, ET, VALE, MPLX, OKE, OXY, MT, CCJ, VMC, MLM, STLD, EQT, TECK, CRS, PBA, DVN, ATI, L, EXPD, SQM, RS, ALB, DTM, AA, TFII, WTRG, GTLS, HBM, MP, GGB, TTC, RRC, KEX, UGI, LSTR, FSS, EXP, NXE, SBSW, CLF, UEC, OGS, CENX, MWA, CRK, CLMT, HP, LEU, USAC, KMT, NEXT, WS, DNOW, RYZ, CRML, URG, MG, PPIH, MMLP, ATLX, WWR, ATCX
**LAYER 9/10 — OWN & OPERATE THE DATA CENTER (35)**
* **Own the Real Estate (14):** BX, PLD, EQIX, AMT, BAM, DLR, IRM, TPL, SBAC, CORZ, TRNO, GDS, LB, NMRK
* **Operate the Data Center (21):** KKR, CBRE, BIP, HUT, WULF, CIFR, APLD, GLXY, RIOT, GXO, MARA, CLSK, CWK, BTDR, DBRG, KEEL, KD, ABM, VNET, WYFI, CCOI
**LAYER 10/10 — RUN THE WORKLOAD (21)**
* **Run the Workload (21):** GOOGL, MSFT, AMZN, META, ORCL, NET, NBIS, CRWV, BCE, AKAM, TU, IREN, DOCN, HII, SAIC, HIVE, BTBT, UIS, CHRN, AGPU, MOVE

"US Centcom: At 6 AM ET today, US central command forces began launching a wave of strikes against Iran."

If you are a dev who doesn't know **how LLMs work (e.g Claude Opus)** and **how to run local LLMs (ur own models)** you won't get a job as a dev or engineer lol.
Because who do you think develops models like Claude Opus? ET? You the dinosour dev? By writing thousands of lines manually? lol xD (*you finish it in 4026! xD*)
The quality of the answers you get from your prompts is thanks to these engineers. So if you want a real job in this, you will have do adapt to this 'new tool', dude ;)

should be in about 7-10mins for the written stuff. the call is like 6hrs later (afaik 9am ET)

**Post-event scorecard — graded in public, wrong parts included**
(All pre-CPI reads below are from reports timestamped BEFORE the 21:30 JST / 08:30 ET release. Nothing here is written after the fact and backdated.)
**What we published before the release**
Sunday’s Weekly (published July 13, before the CPI week began) set explicit, falsifiable lines — not “volatility expected,” actual numbers:
• CPI y/y above 4.0% or Core above 3.0% → reinforces Fed hawkishness, pushes toward 163+, invalidates short and range scenarios.
• CPI y/y below 3.5% or Core below 2.6% → signals disinflation, risk of a sharp move below 160, invalidates the long thesis.
The last read before the print (21:20 JST, 9 minutes before release, USDJPY at 162.229):
• 4h bias: long, confidence 0.65 (USD-strength regime, yield differential intact)
• But also, in the same breath: “Event/flow risk argues against new entries right now” — the system was inside its own pre-event blackout and said so. Directional lean: long. Action recommendation: stand down until the print.
What actually happened
CPI printed 3.5% headline / 2.6% core — cooler than the \~3.8%/2.8% consensus, and landing exactly ON our disinflation invalidation line, not through it.
Price action mirrored that ambiguity almost perfectly:
• 21:30-21:40 JST: 162.23 → 161.85, a fast -38 pip disinflation knee-jerk — the direction our invalidation warned about.
• Following \~4 hours: full recovery to \~162.15. The knee-jerk faded; the carry bid absorbed it.
**The grade, honestly**
**Call**
**•Weekly’s “below 3.5%/2.6%=long thesis at risk”**
**•4h long bias(conf 0.65) at 21:20 UTC+9**
**•No new entries into the print**
**Verdict**
**•”**Half-triggered” — the print landed exactly at the line, and the market did exactly what a boundary case should do: sold off hard, then couldn’t follow through
•”Survived, barely” — 162.23 → \~162.15 four hours later is flat-to-slightly-down, not the long continuation the lean implied. We grade that a miss on direction, a save on magnitude
•\*\*Correct\*\* — anyone who chased the long into 21:30 ate the -38 pip spike first
Cumulative context, since we publish this every time: our prior graded daily read (July 13) was also wrong on direction (-10.9 pips against). The week before, our weekly lean was wrong by +37.1 pips. This one lands in the middle — a boundary print, a half-right read, an event-discipline call that worked.
**Why post a mixed scorecard at all**
Most analysis you’ll see today was written after the print and sounds omniscient. Ours was timestamped before it, with numeric invalidation lines that could have been (and half were) run over. We think that’s the only version of “AI market analysis” worth anything: falsifiable before the fact, graded after it, misses included.
Next test is already on the calendar: PPI tonight, 08:30 ET (Core m/m forecast 0.3%, prior 0.4%). Our desk’s read will be published before it, same as always.
***Decision-support research, not investment advice or a trading signal. Generated by a multi-agent system that grades its own prior calls against realized price — including the misses, as shown above. Self-disclosed directional accuracy band is 60–65%, not a guarantee. Affiliation: I’m the author of this system.***

https://preview.redd.it/v37dtmvu2bdh1.png?width=1470&format=png&auto=webp&s=3f19c70d2216b26f029cf310685d2cde17f189da
**📊 Key U.S. Economic Data (ET)**
**8:30 AM** | Core PPI m/m | Forecast: 0.3% | Previous: 0.4%
**8:30 AM** | PPI m/m | Forecast: 0.0% | Previous: 1.1%
**Fed Speakers**
**10:00 AM** | Fed Chairman Warsh testifies
⚠️ For informational purposes only. Not financial advice.
📌 #PPI #FederalReserve

GOVT TO APPROVE IDBI BANK TAKEOVER: ET Now Article …Fairfax likely to get IDBI Bank for Rs 81 per share (present CMP 86)

>CENTCOM confirmed the completion of additional strikes against Iran conducted at 10 p.m. ET, July 14.

Credit to twitter - [https://x.com/thebuildout\_co](https://x.com/thebuildout_co)

Most of the lists are stopping at Layer 1 the big guys, but the real value lives in really going much much deeper.
The big names might give us 1.2-1.5x, but there are some small caps name in there which I already found interesting that might really have a chance at going 5-10X

*510 publicly listed companies mapped by physical supply-chain layer. Software-only names excluded — this is the physical buildout. Tickers sorted by market cap.*
**LAYER 1/10 — COMPUTE & SILICON (105)**
* **Design the Chip (11):** ARM, MRVL, CDNS, SNPS, NVTS, AIP, CEVA, SVCO, QUIK, ATOM, IPWR
* **Build the Machines That Make the Chip (23):** ASML, AMAT, LRCX, KLAC, A, MTD, MKSI, ONTO, NVMI, CGNX, TKR, BRKR, NPO, ACMR, NOVT, ESAB, UCTT, IPGP, ACLS, VECO, ICHR, BHE, ASYS
* **Give the Machines the Raw Materials (28):** LIN, APD, Q, PPG, VLTO, ENTG, DOW, DD, GGG, SOLS, ESI, MTRN, CE, CBT, AVNT, CECO, CC, AXTI, OLN, HUN, USAR, PLAB, LWLG, ONT, GSM, LXFR, ASPI, BSIN
* **Manufacture the Chip (11):** TSM, STM, UMC, GFS, TSEM, VSH, DIOD, LASR, PDFS, SKYT, KOPN
* **Package the Chip (15):** ASX, EMR, TER, AMKR, FN, NDSN, TTMI, FORM, RAL, CAMT, KLIC, COHU, ROG, AEHR, SHMD
* **The Finished Chip (17):** NVDA, AVGO, AMD, INTC, TXN, QCOM, NXPI, CBRS, MCHP, ON, TDY, LSCC, ARW, ALGM, MXL, SLAB, AVT
**LAYER 2/10 — SERVERS, RACKS & NETWORKING (69)**
* **Assemble the Server (15):** DELL, HPE, ROK, FLEX, CLS, JBL, CW, HPQ, SNX, SMCI, SANM, PLXS, MRCY, TSSI, LTRX
* **Memory for the Server (4):** MU, RMBS, PENG, NLST
* **Storage for the Server (6):** SNDK, STX, WDC, NTAP, P, SIMO
* **Power Regulation for the Server (12):** ADI, MPWR, HEI, VICR, LFUS, POWI, BELFB, KN, WOLF, VPG, AOSL, RELL
* **Transmit the Data (11):** GLW, CIEN, LITE, KEYS, COHR, CRDO, MTSI, SMTC, VIAV, AAOI, FABC
* **Keep the Server in Sync (2):** SITM, SWKS
* **Connect Servers to Other Servers (9):** CSCO, ANET, ALAB, NOK, FFIV, IESC, LUMN, DGII, ADTN
* **Run the Cables (10):** APH, MMM, TEL, WCC, BDC, UNIT, PLPC, CLFD, RFIL, OCC
**LAYER 3/10 — POWER & COOLING SYSTEMS (48)**
* **Cool the Chips (7):** PH, ECL, AME, DOV, IEX, HLIO, KULR
* **Cool It Down (27):** TT, JCI, HON, CARR, FERG, IR, XYL, MAIR, MOD, CR, MLI, AIT, WTS, SPXC, DCI, AAON, FLS, ZWS, GTES, GTX, ATMU, DXPE, HTO, GRC, NWPX, AIRJ, AP
* **Power the Server & the Room (14):** ETN, VRT, NVT, RRX, AEIS, POWL, ENS, ST, ATKR, SHLS, ALNT, MEC, MEI, NNBR
**LAYER 4/10 — THE BUILDING (59)**
* **Build the Building (47):** CRH, URI, NUE, MTZ, AMRZ, OTIS, STRL, JLL, J, LECO, SWK, RPM, TRMB, ALLE, WLK, OSK, ACM, TTEK, STN, SSD, FLR, CMC, AWI, PSN, ROAD, GVA, HRI, TEX, CIGI, WSC, KNF, AZZ, TPC, TTAM, MGRC, WOR, TH, TIC, ICFI, WLDN, ORN, BBCP, BWMN, MTW, TBI, VATE, SLND
* **Wire Up the Building (12):** FIX, EME, APG, DY, AYI, CNM, ECG, MYRG, LGN, PRIM, LMB, OESX
**LAYER 5/10 — ON-SITE POWER (25)**
* **Secure the Power (25):** TSLA, CAT, CMI, BE, BKR, WWD, GNRC, BWA, KGS, FELE, SEI, LBRT, FLNC, CYD, PUMP, EOSE, FCEL, HYLN, NRGV, NKLR, PKOH, TGEN, FTEK, PPSI, GWH
**LAYER 6/10 — GRID CONNECTION (13)**
* **Deliver the Power (13):** PWR, ABB, SRE, EXC, PEG, CNP, HUBB, VMI, ACA, SXI, CTRI, CTOS, AMSC
**LAYER 7/10 — POWER GENERATION (62)**
* **Generate the Power (62):** GEV, NEE, HWM, SO, DUK, CEG, AEP, D, VST, ETR, XEL, PCG, WEC, DTE, AEE, NRG, EIX, FE, PPL, FSLR, CMS, NI, EVRG, LNT, TLN, BWXT, NXT, PNW, AES, OGE, BEP, AGX, OKLO, IDA, FRVO, CWEN, ORA, TXNM, POR, ENPH, BKH, HASI, NWE, MDU, TAC, MIR, AVA, SMR, RNW, BW, AMRC, TE, CSIQ, ARRY, NNE, HNRG, IMSR, MTRX, XE, NPWR, BWEN, FTCI
**LAYER 8/10 — FUEL & RAW INPUTS (73)**
* **Fuel & Raw Inputs (73):** XOM, CVX, BHP, UNP, RIO, SCCO, ENB, WMB, FCX, KMI, SLB, TRP, ET, VALE, MPLX, OKE, OXY, MT, CCJ, VMC, MLM, STLD, EQT, TECK, CRS, PBA, DVN, ATI, L, EXPD, SQM, RS, ALB, DTM, AA, TFII, WTRG, GTLS, HBM, MP, GGB, TTC, RRC, KEX, UGI, LSTR, FSS, EXP, NXE, SBSW, CLF, UEC, OGS, CENX, MWA, CRK, CLMT, HP, LEU, USAC, KMT, NEXT, WS, DNOW, RYZ, CRML, URG, MG, PPIH, MMLP, ATLX, WWR, ATCX
**LAYER 9/10 — OWN & OPERATE THE DATA CENTER (35)**
* **Own the Real Estate (14):** BX, PLD, EQIX, AMT, BAM, DLR, IRM, TPL, SBAC, CORZ, TRNO, GDS, LB, NMRK
* **Operate the Data Center (21):** KKR, CBRE, BIP, HUT, WULF, CIFR, APLD, GLXY, RIOT, GXO, MARA, CLSK, CWK, BTDR, DBRG, KEEL, KD, ABM, VNET, WYFI, CCOI
**LAYER 10/10 — RUN THE WORKLOAD (21)**
* **Run the Workload (21):** GOOGL, MSFT, AMZN, META, ORCL, NET, NBIS, CRWV, BCE, AKAM, TU, IREN, DOCN, HII, SAIC, HIVE, BTBT, UIS, CHRN, AGPU, MOVE

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If you can make a bot that usually wins, even if the amount is small, you can scale up those small gains with leverage.
My bots trade leveraged ETFs using IRA accounts, where normal margin is not allowed. If there was no capital gains tax, I would trade futures.
I know my bots are getting cheated every day (ie. 1.14% gain instead of the 1.18% expected of say 3x leveraging) by unethical ETFs. Futures is less likely do to that. Also, futures are safer to hold at 930AM ET, if your bot found a killer entry point at say 9:15AM. In equities, market makers use the excuse of "opening the regular session" to juke prices -- not always but often.
Another benefit of futures is at the end of the day. Let's suppose your bot caught a long running trend. Aside from grains (which are to be avoided), futures are open around the clock so taking profits at 4PM is not critical. You can keep riding that trend until it ends. Obviously, the bot needs the logic and authority to fully exit, should the need occur at 2:15AM in the morning.
Good luck. It's interesting to build something that behaves like a human trader and monitor as if it's a person.