Markets closed quiet but several themes played out in the background. $TSLA snatched headlines as its unsupervised Model Y Robotaxi service hit the streets of Miami today, marking a big step forward in autonomous driving and sending speculation across the EV and mobility space. Meanwhile, $HOOD continues to reward those tracking insider activity, surging 30 percent since Meyer Malka's last purchase. $CSGP crept onto value radars as buybacks increase with the stock trading at its lowest multiple since the financial crisis.
Macro data added a cloud: 14 out of 17 months since 2025 have now seen jobs figures revised sharply lower, shaving 710,000 jobs, a reminder that headline strength remains fragile beneath the surface. $NVDA's productivity dominates the AI narrative, bringing in $6M per employee, while infrastructure names reportedly outshine even the big hyperscalers. With the tape closed for July 4th and Trump’s undisclosed trades and controversial posts simmering in the background, expect fireworks on the tape next week.
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