Following the breadcrumbs before they become headline
California, USA
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I asked my @Muse agent how it buys things online for me. The answer breaks a popular crypto thesis: that agentic commerce needs stablecoins or tokenized assets. It doesn't, at least not for consumers. My agent pays via Shop Pay or Stripe Link. Every purchase uses a one-time token or a one-time virtual card, funded from my saved card and approved by me. Zero crypto. Zero stablecoins. The rail is the card network.
The missing infrastructure for consumer agentic commerce isn't money: it's THE MANDATE. Who authorized what, under which limits, with an audit trail. Cards already move the money fine
That's why the industry is building an authorization layer, not a new currency. Google's AP2 uses signed intent + cart mandates as verifiable credentials. Visa TAP and Mastercard Agent Pay issue scoped tokens to registered agents. All of it is payment-method-agnostic.
Furthermore, consumer purchases need chargebacks, dispute resolution, and purchase protections. Stablecoins have none of that infrastructure. Until they do, human-delegated agent spending rides cards, with a new trust layer on top.
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$APP CEO, Adam Foroughi, made a brutally underrated point at @theallinpod summit:
Silicon Valley keeps predicting consumer behavior by looking at people on X.
“We really over-index on the Twitter-verse and forget that the average shopper is not that.”
Meanwhile:
“There’s still a ton of people using Yahoo properties every single day.”
“The typical shopper wants to find a product… They want to window shop.”
$GOOG / AI search: capture existing intent
Agents: automate existing intent
$APP / $META: create discovery and new intent
All-In Summit: AppLovin CEO Adam Foroughi
-- Inside the mobile games advertising giant
-- Is your phone actually listening to you?
-- Why the agent economy skips the average shopper
-- $1B of EBITDA at a $3.8B market cap, and a $6B buyback
++ much more!
(0:00) Adam Foroughi joins the Besties!
(3:07) Discovery vs search & is your phone listening?
(10:04) IPO tumble & becoming your own best investor
(16:00) Privacy rules, Apple's crackdown & how agents change people’s shopping
(20:00) How a lean team beats the giants, margin moats & building in China
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Don’t chase stocks yet. We’re heading into historically one of the weakest periods of the year for equities! The better risk/reward may come over the next 1–2 weeks.
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futurethinklabs retweeted
TMT Bubble vs. now
This time around, earnings outpacing stock prices
Chart @steve_donze
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futurethinklabs retweeted
$MRVL AI ASIC Pipeline
Marvell's pipeline has gotten bigger & better contracted over recent months.
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futurethinklabs retweeted
Since 2024, for the counties with already operating data centers, the picture is uniformly better: more housing, higher home values, less unemployment, and more job growth!!!
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futurethinklabs retweeted
SanDisk $SNDK says HBF could materially reduce GPU requirements for AI inference.
8x capex efficiency
1 HBF GPU ran the same model that required 8 HBM GPUs.
2x GPU efficiency
4 HBF GPUs matched the token output of 8 HBM GPUs.
Based on internal testing.
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WE GOT THE FTD MOVE $QQQ
Day 4 and the market delivered.
+2.8% and accelerating. The price box is CHECKED (needed just +1.25%)
One thing left: VOLUME.
Today's volume must beat Monday's 45M shares.
We're already at 28M - 63% of Monday's total - and it's not even lunch. On pace to blow past it.
Volume > prior day = institutions are buying, not just drifting.
If that box checks at the close -> the Follow-Through Day is confirmed -> the correction is OVER.
Day 1: +3.3% ✅
Day 2-3: held the lows ✅
Day 4: +2.8% ✅
Volume: loading… ⏳
Want to Know If the Bottom Is In? Read this.
Since $QQQ just printed a gap-up candle, the next thing I'll be watching is the Follow-Through Day (FTD).
One of William O'Neil's most important rules for confirming a market bottom.
How it works:
- Market is in a correction. The first day an index closes higher = Day 1 of a rally attempt.
- Days 2-3 don't need to be up. The rally stays alive as long as Day 1's low holds.
- Then on Day 4-7, watch for one major index (S&P 500 or Nasdaq) to gain 1.25%+ on volume higher than the day before.
That's the follow-through day. Downtrend over. Confirmed uptrend.
The rules that matter:
- Not every FTD works - many fail
- But no bull market has EVER started without one.
- Undercut Day 1's low -> the count resets
- FTDs after Day 10 carry lower success rates
What to actually do on an FTD:
Don't go all in. Buy starter positions in leading stocks breaking out of sound bases. If the rally is real, they work - and you add. If it fails, you're barely exposed.
O'Neil's whole point: you don't predict bottoms. You confirm them.
Corrections are for building the watchlist. The FTD tells you when to use it.
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Hyperscalers confirmed cloud demand is stronger than expected. Tomorrow, its $DOCN turn!!
$DOCN has now become a top 3 position for me in the Family Portfolio.
Once viewed as a low-growth SMB cloud provider, it's now guiding toward 50% growth in 2027 with ~40% EBITDA margins making it an entirely different business in the eyes of market.
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futurethinklabs retweeted
Now that we have seen a tradable bottom in the AI infra trade, watch out for Backblaze $BLZE, earnings coming up on Monday, Aug 3. It’s a sub 1B company that offers AI-ready high-performance cloud storage. It recently announced a deal with $CRWV. High R/R opportunity, DYOR, NFA.
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