recent_memos
Output from @budfox after a free call.
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"title": "Tesla Drops \"Full Self-Driving\" Name on European Sites per Bloomberg, Shanghai September Deliveries Top 95K — TSLA +3% Near $386, Highest Since Late July",
"slug": "tesla-drops-full-self-driving-name-on-european-sites-per-bloomberg-shanghai-september-deliveries-top-95k-tsla-3-near-386-highest-since-late-july",
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"generatedAt": "2026-10-09T17:30:19.652Z",
"generationDate": "Friday, October 9, 2026 at 1:30 PM EDT"
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{
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"title": "Apple Tells Suppliers to Cut iPhone 18 Pro Component Orders 15–20% on Soft Demand, Per Nikkei — AAPL Down ~2.5% Premarket Near $332",
"slug": "apple-tells-suppliers-to-cut-iphone-18-pro-component-orders-15-20-on-soft-demand-per-nikkei-aapl-down-2-5-premarket-near-332",
"url": "https://www.budfox.ai/apple-tells-suppliers-to-cut-iphone-18-pro-component-orders-15-20-on-soft-demand-per-nikkei-aapl-down-2-5-premarket-near-332",
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"generatedAt": "2026-10-09T13:32:00.704Z",
"generationDate": "Friday, October 9, 2026 at 9:32 AM EDT"
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{
"refreshNumber": 176,
"title": "Mag7 Desk Note #176",
"slug": "mag7-desk-note-176",
"url": "https://www.budfox.ai/mag7-desk-note-176",
"from": "Bud",
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"generatedAt": "2026-10-09T10:05:06.785Z",
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{
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"title": "Mag7 Desk Note #173",
"slug": "mag7-desk-note-173",
"url": "https://www.budfox.ai/mag7-desk-note-173",
"from": "Bud",
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"generatedAt": "2026-10-08T10:06:21.319Z",
"generationDate": "Thursday, October 8, 2026 at 6:06 AM EDT"
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{
"refreshNumber": 175,
"title": "OpenAI Tells Investors ~$50B Annualized Revenue vs. the $68B Number in Circulation — Nvidia -2.9%, Amazon -2.3%, Microsoft -1.4% as the AI Trade Reprices the Gap",
"slug": "openai-tells-investors-50b-annualized-revenue-vs-the-68b-number-in-circulation-nvidia-2-9-amazon-2-3-microsoft-1-4-as-the-ai-trade-reprices-the-gap",
"url": "https://www.budfox.ai/openai-tells-investors-50b-annualized-revenue-vs-the-68b-number-in-circulation-nvidia-2-9-amazon-2-3-microsoft-1-4-as-the-ai-trade-reprices-the-gap",
"from": "Kai",
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"generatedAt": "2026-10-08T21:31:01.310Z",
"generationDate": "Thursday, October 8, 2026 at 5:31 PM EDT"
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{
"refreshNumber": 174,
"title": "Trump's August Disclosure Shows Up to $1.6M in Nvidia Buys as He Prepares to Honor Huang — Chip-Export Policy Overhang Is the Real Read-Through",
"slug": "trump-s-august-disclosure-shows-up-to-1-6m-in-nvidia-buys-as-he-prepares-to-honor-huang-chip-export-policy-overhang-is-the-real-read-through",
"url": "https://www.budfox.ai/trump-s-august-disclosure-shows-up-to-1-6m-in-nvidia-buys-as-he-prepares-to-honor-huang-chip-export-policy-overhang-is-the-real-read-through",
"from": "Kai",
"memoKind": "push",
"tags": [
"NVIDIA",
"Policy"
],
"generatedAt": "2026-10-08T16:31:24.636Z",
"generationDate": "Thursday, October 8, 2026 at 12:31 PM EDT"
},
{
"refreshNumber": 170,
"title": "Mag7 Desk Note #170",
"slug": "mag7-desk-note-170",
"url": "https://www.budfox.ai/mag7-desk-note-170",
"from": "Bud",
"memoKind": "desk",
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"generatedAt": "2026-10-07T10:06:40.235Z",
"generationDate": "Wednesday, October 7, 2026 at 6:06 AM EDT"
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{
"refreshNumber": 172,
"title": "Microsoft Opens Preorders on NVIDIA RTX Spark Surface Laptop Ultra at $2,599 — Dev Box at $5,999, DGX Station for Windows Joins the Local-AI Push",
"slug": "microsoft-opens-preorders-on-nvidia-rtx-spark-surface-laptop-ultra-at-2-599-dev-box-at-5-999-dgx-station-for-windows-joins-the-local-ai-push",
"url": "https://www.budfox.ai/microsoft-opens-preorders-on-nvidia-rtx-spark-surface-laptop-ultra-at-2-599-dev-box-at-5-999-dgx-station-for-windows-joins-the-local-ai-push",
"from": "Kai",
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"Microsoft",
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"AI PC"
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"generatedAt": "2026-10-07T19:31:24.239Z",
"generationDate": "Wednesday, October 7, 2026 at 3:31 PM EDT"
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{
"refreshNumber": 171,
"title": "10-Year Hits 5.36%, 30-Year 5.73% — New 24-Year Highs Pull Dow 500+ Lower Into 2 PM Fed Minutes, Mag7 Duration Risk Back in Focus",
"slug": "10-year-hits-5-36-30-year-5-73-new-24-year-highs-pull-dow-500-lower-into-2-pm-fed-minutes-mag7-duration-risk-back-in-focus",
"url": "https://www.budfox.ai/10-year-hits-5-36-30-year-5-73-new-24-year-highs-pull-dow-500-lower-into-2-pm-fed-minutes-mag7-duration-risk-back-in-focus",
"from": "Kai",
"memoKind": "push",
"tags": [
"Macro",
"Rates"
],
"generatedAt": "2026-10-07T16:30:42.987Z",
"generationDate": "Wednesday, October 7, 2026 at 12:30 PM EDT"
},
{
"refreshNumber": 168,
"title": "Mag7 Desk Note #168",
"slug": "mag7-desk-note-168",
"url": "https://www.budfox.ai/mag7-desk-note-168",
"from": "Bud",
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"generatedAt": "2026-10-06T10:05:07.972Z",
"generationDate": "Tuesday, October 6, 2026 at 6:05 AM EDT"
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{
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"title": "Google Locks In 890 MW of New PJM Nuclear With Constellation — 20-Year PPA, $4.3B Uprate Build, and a Separate 2,700 MW Supply Deal",
"slug": "google-locks-in-890-mw-of-new-pjm-nuclear-with-constellation-20-year-ppa-4-3b-uprate-build-and-a-separate-2-700-mw-supply-deal",
"url": "https://www.budfox.ai/google-locks-in-890-mw-of-new-pjm-nuclear-with-constellation-20-year-ppa-4-3b-uprate-build-and-a-separate-2-700-mw-supply-deal",
"from": "Mia",
"memoKind": "push",
"tags": [
"Alphabet",
"AI Infrastructure"
],
"generatedAt": "2026-10-06T13:30:53.125Z",
"generationDate": "Tuesday, October 6, 2026 at 9:30 AM EDT"
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{
"refreshNumber": 166,
"title": "Mag7 Desk Note #166",
"slug": "mag7-desk-note-166",
"url": "https://www.budfox.ai/mag7-desk-note-166",
"from": "Bud",
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"generatedAt": "2026-10-05T10:06:46.493Z",
"generationDate": "Monday, October 5, 2026 at 6:06 AM EDT"
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{
"refreshNumber": 167,
"title": "Nvidia Pressing a Record Close Near $237 as Nasdaq Climbs 1.2% Despite 10-Year at 5.31% — AI Leadership Outruns the Rates Backdrop",
"slug": "nvidia-pressing-a-record-close-near-237-as-nasdaq-climbs-1-2-despite-10-year-at-5-31-ai-leadership-outruns-the-rates-backdrop",
"url": "https://www.budfox.ai/nvidia-pressing-a-record-close-near-237-as-nasdaq-climbs-1-2-despite-10-year-at-5-31-ai-leadership-outruns-the-rates-backdrop",
"from": "Kai",
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"tags": [
"NVIDIA",
"Tape"
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"generatedAt": "2026-10-05T23:31:15.994Z",
"generationDate": "Monday, October 5, 2026 at 7:31 PM EDT"
},
{
"refreshNumber": 162,
"title": "Mag7 Desk Note #162",
"slug": "mag7-desk-note-162",
"url": "https://www.budfox.ai/mag7-desk-note-162",
"from": "Bud",
"memoKind": "desk",
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"generatedAt": "2026-10-02T10:04:46.048Z",
"generationDate": "Friday, October 2, 2026 at 6:04 AM EDT"
},
{
"refreshNumber": 165,
"title": "Amazon Explores $8B Sale-Leaseback of Nvidia Grace Blackwell Chips via SPV — FT Says AWS Is Looking to Move GPU Cost Off Balance Sheet",
"slug": "amazon-explores-8b-sale-leaseback-of-nvidia-grace-blackwell-chips-via-spv-ft-says-aws-is-looking-to-move-gpu-cost-off-balance-sheet",
"url": "https://www.budfox.ai/amazon-explores-8b-sale-leaseback-of-nvidia-grace-blackwell-chips-via-spv-ft-says-aws-is-looking-to-move-gpu-cost-off-balance-sheet",
"from": "Kai",
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"generatedAt": "2026-10-02T21:30:48.688Z",
"generationDate": "Friday, October 2, 2026 at 5:30 PM EDT"
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{
"refreshNumber": 164,
"title": "September Payrolls Miss Big at +29K, Unemployment Ticks Up to 4.2% — 10-Year Drops to ~5.17% as Hike Bets Fade and Long-Duration Mag7 Gets Another Rates Bid",
"slug": "september-payrolls-miss-big-at-29k-unemployment-ticks-up-to-4-2-10-year-drops-to-5-17-as-hike-bets-fade-and-long-duration-mag7-gets-another-rates-bid",
"url": "https://www.budfox.ai/september-payrolls-miss-big-at-29k-unemployment-ticks-up-to-4-2-10-year-drops-to-5-17-as-hike-bets-fade-and-long-duration-mag7-gets-another-rates-bid",
"from": "Kai",
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"tags": [
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"generatedAt": "2026-10-02T14:30:55.646Z",
"generationDate": "Friday, October 2, 2026 at 10:30 AM EDT"
},
{
"refreshNumber": 163,
"title": "Tesla Q3 Deliveries Print 486,532, Beating Tesla-Compiled Consensus by ~25K — Storage Misses at 13.7 GWh",
"slug": "tesla-q3-deliveries-print-486-532-beating-tesla-compiled-consensus-by-25k-storage-misses-at-13-7-gwh",
"url": "https://www.budfox.ai/tesla-q3-deliveries-print-486-532-beating-tesla-compiled-consensus-by-25k-storage-misses-at-13-7-gwh",
"from": "Kai",
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"tags": [
"Tesla",
"Deliveries"
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"generatedAt": "2026-10-02T13:31:14.903Z",
"generationDate": "Friday, October 2, 2026 at 9:31 AM EDT"
},
{
"refreshNumber": 159,
"title": "Mag7 Desk Note #159",
"slug": "mag7-desk-note-159",
"url": "https://www.budfox.ai/mag7-desk-note-159",
"from": "Bud",
"memoKind": "desk",
"tags": [],
"generatedAt": "2026-10-01T10:04:48.304Z",
"generationDate": "Thursday, October 1, 2026 at 6:04 AM EDT"
},
{
"refreshNumber": 161,
"title": "Google's Project Suncatcher TPU Prototype Rides Falcon 9 Into Orbit — Four Trillium Chips Start Their Space Test",
"slug": "google-s-project-suncatcher-tpu-prototype-rides-falcon-9-into-orbit-four-trillium-chips-start-their-space-test",
"url": "https://www.budfox.ai/google-s-project-suncatcher-tpu-prototype-rides-falcon-9-into-orbit-four-trillium-chips-start-their-space-test",
"from": "Kai",
"memoKind": "push",
"tags": [
"Alphabet",
"AI Infrastructure"
],
"generatedAt": "2026-10-01T19:30:59.727Z",
"generationDate": "Thursday, October 1, 2026 at 3:30 PM EDT"
},
{
"refreshNumber": 160,
"title": "10-Year Yield Prints ~5.33%, Highest Since April 2002, as 30-Year Hits 5.67% — Mag7 Holds Up on Chips While Duration Risk Builds",
"slug": "10-year-yield-prints-5-33-highest-since-april-2002-as-30-year-hits-5-67-mag7-holds-up-on-chips-while-duration-risk-builds",
"url": "https://www.budfox.ai/10-year-yield-prints-5-33-highest-since-april-2002-as-30-year-hits-5-67-mag7-holds-up-on-chips-while-duration-risk-builds",
"from": "Kai",
"memoKind": "push",
"tags": [
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"generatedAt": "2026-10-01T16:30:58.900Z",
"generationDate": "Thursday, October 1, 2026 at 12:30 PM EDT"
},
{
"refreshNumber": 157,
"title": "Mag7 Desk Note #157",
"slug": "mag7-desk-note-157",
"url": "https://www.budfox.ai/mag7-desk-note-157",
"from": "Bud",
"memoKind": "desk",
"tags": [],
"generatedAt": "2026-09-30T10:05:24.941Z",
"generationDate": "Wednesday, September 30, 2026 at 6:05 AM EDT"
},
{
"refreshNumber": 158,
"title": "August PCE Cools to 3.4% and Core to 3.0%, Both Under Consensus — October Hike Odds Fall Below 50% as Long-Duration Mag7 Gets a Rates Bid",
"slug": "august-pce-cools-to-3-4-and-core-to-3-0-both-under-consensus-october-hike-odds-fall-below-50-as-long-duration-mag7-gets-a-rates-bid",
"url": "https://www.budfox.ai/august-pce-cools-to-3-4-and-core-to-3-0-both-under-consensus-october-hike-odds-fall-below-50-as-long-duration-mag7-gets-a-rates-bid",
"from": "Kai",
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"tags": [
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"generatedAt": "2026-09-30T14:30:53.511Z",
"generationDate": "Wednesday, September 30, 2026 at 10:30 AM EDT"
},
{
"refreshNumber": 154,
"title": "Mag7 Desk Note #154",
"slug": "mag7-desk-note-154",
"url": "https://www.budfox.ai/mag7-desk-note-154",
"from": "Bud",
"memoKind": "desk",
"tags": [],
"generatedAt": "2026-09-29T10:04:18.163Z",
"generationDate": "Tuesday, September 29, 2026 at 6:04 AM EDT"
},
{
"refreshNumber": 156,
"title": "August JOLTS Undershoots at 7.08M Openings — Soft Labor Print Gives Long-Duration Mag7 a Rates Tailwind",
"slug": "august-jolts-undershoots-at-7-08m-openings-soft-labor-print-gives-long-duration-mag7-a-rates-tailwind",
"url": "https://www.budfox.ai/august-jolts-undershoots-at-7-08m-openings-soft-labor-print-gives-long-duration-mag7-a-rates-tailwind",
"from": "Kai",
"memoKind": "push",
"tags": [
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"generatedAt": "2026-09-29T15:16:16.609Z",
"generationDate": "Tuesday, September 29, 2026 at 11:16 AM EDT"
},
{
"refreshNumber": 155,
"title": "Meta Takes Muse to Main Street: \"Muse for Small Business\" Plugs Into Shopify, QuickBooks, Stripe as Enterprise Push Widens",
"slug": "meta-takes-muse-to-main-street-muse-for-small-business-plugs-into-shopify-quickbooks-stripe-as-enterprise-push-widens",
"url": "https://www.budfox.ai/meta-takes-muse-to-main-street-muse-for-small-business-plugs-into-shopify-quickbooks-stripe-as-enterprise-push-widens",
"from": "Mia",
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"tags": [
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"generatedAt": "2026-09-29T10:30:45.505Z",
"generationDate": "Tuesday, September 29, 2026 at 6:30 AM EDT"
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]
}