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[Not Jerome Powell @alifarhat79]

Intel investors: IBM investors:

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[Nancy Pelosi Stock Tracker ♟ @pelositracker]

New Notable Political trade alert ✍️

Rep. Maria Salazar (R) bought Brookfield Renewables $BEP 6 times in 3 days, totaling up to $125,000

• June 2nd: bought up to $30,000
• June 3rd: bought up to $30,000
• June 4th: bought up to $65,000

The company recently announced it's exploring a merger, which would open the stock up to millions of new investors

For context, Brookfield Renewable is one of the largest clean energy companies in the world and is headquartered in Bermuda

Salazar chairs the committee that oversees US policy in Latin America

[Markets & Mayhem @Mayhem4Markets]

Samsung's chip division will make more operating profit in 2026 than in its entire 40-year history in the semiconductor industry combined. 🤯

Just to be clear about what that means: cumulative operating profit from 1985 to 2025, beat by a single calendar year.

The DS division just passed Nvidia as the most profitable company on earth. Quarterly operating profit up 19x year over year. Q2 alone came in at $58.5 billion. Nvidia did $53.54 billion.

Kim Yong-Kwan, the division's president, told staff at a town hall this isn't a one-off surge. Full year 2026 profit will exceed everything Samsung's semiconductor business has earned since it first shipped 64Kb DRAM in the 1980s.

The driver is the most boring part of the AI stack: memory.

DRAM and NAND prices have climbed through 2026 as AI server demand outruns supply. Samsung is running 40 to 50 percent operating margins on NAND. A 12GB LPDDR5X module costs about $145. They are negotiating further increases for Q3.

Brokerage consensus puts Samsung's full year chip operating profit near 300 trillion won. That is $196 billion. Just the chip division.

The cumulative operating profit from 1985 to 2025: under 300 trillion won. They will match or beat 40 years of chip profits in 12 months.

Samsung and SK hynix together are expected to post roughly 150 trillion won in combined Q2 operating profit. Two memory companies out-earning the entire AI chip design industry in the same quarter.

The story of 2026 might not be who designs the best AI chip. It might be the boring middle of the stack that actually gets built into every single server.

[Henrick Johansson @compliantvc]

A European startup just launched an Instagram killer

Mark Zuckerberg is SHAKING in fear right now

Sorry Mark, but the EU always out-innovates American companies