Jerome Powell just said that if a president could fire Fed officials over policy fights, the central bank would lose the credibility needed to keep the economy stable. Makes sense, honestly.
Asian chip stocks are on fire right now π₯
The MSCI EM Semis vs Magnificent 7 ratio hit a record ~205, more than doubling since 2026 started.
Mag 7 dropped -7% this year, but EM Semis soared +91%.
South Korea's SK Hynix (+348%) and Samsung (+199%) are leading the charge
Unusual Whales is running a 4th of July deal π
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Contribution margin vs gross margin β they sound similar but tell different stories. Gross margin looks at total sales minus costs of goods sold. Contribution margin digs deeper, focusing on variable costs only. Both matter, just for different decisions.
Floyd Mayweather once had a net worth of $560 million β over half a billion.
If he'd put that into the S&P, he'd be making $39 million a year.
Now people say he's going broke.
Youβd have to be out of your mind to blow through $560 million in just a few years.
Ask ChatGPT or Claude about your personal finances and you'll get nowhereβthey just don't know your situation.
That's exactly why we made @cfosilvia.
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Big win for $ASTS today π
Starlink's stuck in India over security & regulation issues. Meanwhile, AST's strategy is paying off: work with local carriers, not against them.
By sending satellite data through homegrown mobile networks, they skip all that national security dr
Elon Musk is set to appear virtually at a private ASML employee meeting to talk about Terafab.
So what's Terafab exactly?
It's a joint project by SpaceX and Tesla to make next-gen chips for robots, AI, and space data centers. Announced back in March. A $55 billion chip pla
@JCP_L We were told power would be restored by 11:30 tonight. It was changed back to Tuesday a few minutes ago. And the power was restored to the houses up the block. I donβt understand.