Robert Lee
@roberee.bsky.social
Private Trader - Equity Long/Short Markets > Media
Monster numbers out of memory stocks. Anticipation creating noise.
Are they going all-in on the broadening out trade, again? Sounds like it.
Elon Musk addresses memory-chip stock concerns with one simple observation www.morningstar.com/news/marketw...
"The trouble starts when the bot plays doctor, handing out a diagnosis, a treatment plan, or a license number it invented." qz.com/state-laws-r...
State laws restricting AI in mental health care, explained
Six states have split four ways on regulating AI therapy chatbots. The same product can be legal in one place and criminally exposed in another
qz.com
$DIS nice job "There will be more than 40,000 print copies of the original comic book collectible for free throughout US Open Fan Week and rare, limited edition covers featuring each of the five boroughs of New York City given away to the first 1,000 fans each day, August 24-28."
Clean restrooms win. Buc-ee's is transforming the look of the Great American rest stop thehustle.co/news/how-buc...
How Buc-ee's is building a ruthless rest-stop empire
The beaver-branded chain is slowly taking America's highways by storm.
thehustle.co
$BSP value buyer Bending Spoons to buy Airtable for $1.28B techcrunch.com/2026/08/04/b...
Bending Spoons to buy Airtable for $1.28B | TechCrunch
At its peak in 2021, Airtable was valued at over $11 billion, but earlier this year, its shares were said to be trading on the secondary markets at a valuation of $4 billion.
techcrunch.com
"Critics feared AI summaries would dumb down financial news, but research by Joseph Pacelli finds they actually draw investors deeper into stories, improving comprehension while helping markets react more quickly." www.library.hbs.edu/working-know...
$SPCX expect talk tonight of enormous future growth SpaceX has something nearly every major AI developer wants and can’t easily build fast enough. fortune.com/2026/07/19/s...
Beyond rockets and satellites, SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation | Fortune
Deals with Google and Anthropic to rent out computing capacity could generate $26 billion a year.
fortune.com
Tommy Bahama's cultural recognition and its iconic floral shirts fortune.com/2026/08/03/t...
Go ahead, make fun of Tommy Bahama. The CEO is happy to join you, and he's probably not a fan of your preppy shorts | Fortune
Doug Wood’s a lovable character. His thoughts on what you should wear, and how to have fun while wearing it, are up for debate.
fortune.com
"Sports gambling has become more ubiquitous, and as a result, is becoming more accepted as yet another form of entertainment." fortune.com/2026/07/26/g...
Gambling becomes America's favorite pastime as Americans spend more on sports bets than movies, arts, museums, and music combined | Fortune
Americans wagered $166 billion on sports last year, more than Hollywood, the music industry, books, and museums combined.
fortune.com
SkyPicks contests are free to play and test users' knowledge of sports, along with their forecasting abilities. sports.yahoo.com/articles/dra...
DraftKings, Delta Launch Free In-Flight Sports Contest 'SkyPicks'
SkyPicks is a free-to-play sports prediction game that lets eligible passengers compete in contests while flying.
sports.yahoo.com
I had a terrific experience at an AT&T store yesterday, corporate owned. The seasoned sales lady was exceptional in knowledge and personality. I was there for a phone but she even convinced me to switch over to AT&T Fiber.
Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions. www.marketwatch.com/story/supply...
Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch
Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions.
marketwatch.com
Chip stock sell-off is overdone. finance.yahoo.com/markets/arti...
Did Apple just signal a bottom in momentum-driven memory chip stocks?
LPL Financial strategist Adam Turnquist noted investors could argue that Apple's comments on memory chip prices mean the chip stock sell-off is overdone.
finance.yahoo.com
I'd be more concerned about insider trading... New York sues Kalshi for allegedly running an ‘illegal gambling operation’ www.theverge.com/tech/973709/...
New York sues Kalshi for allegedly running an ‘illegal gambling operation’
New York joins several other states in suing Kalshi.
theverge.com