Update: Micron is now up nearly +6,500% since Jim Simons first disclosed a $41M stake
He first disclosed the position in Q3 2013 at ~$18/share
As of his most recent Q1 2026 filing, Renaissance still holds $730M worth of $MU
At today's price of $1,183, that stake is now worth ~$2.56B
APPLE $AAPL DROPPED ITS FULL iOS 27 SERVICES UPDATE AT WWDC
Here's everything new coming this fall:
APPLE MAPS: Enhanced Flyover now combines aerial imagery with AI for lifelike city views. New Local Lists surface trending restaurants and local spots, all processed with privacy in mind.
APPLE WALLET: Point your iPhone at a restaurant receipt and Siri splits the bill automatically via Apple Cash, calculating each person's share of tax and tip. Scan any physical loyalty or membership card and save it directly to Wallet.
APPLE PAY: Redesigned checkout lets you swipe between cards, see rewards balances, debit balances, and pay later options all in one view. New Tap to Share lets customers connect to a merchant's iPhone to autofill shipping info and loyalty rewards at checkout.
FIND MY: Custom duration location sharing. Set it to expire after a specific number of hours or days. New unified Apple Watch app replaces three separate apps.
APPLE PODCASTS: Video podcasts now on Mac and Apple TV with Picture in Picture support. Full redesign on tvOS.
ICLOUD: Shared Albums now support full-resolution sharing, emoji reactions, more file types, and temporary albums for short-term projects. Non-Apple users can now contribute photos via the web.
APPLE MUSIC: Lyrics Translation expanding to 7 new language pairings. Hi-Res Lossless Audio coming to Apple TV 4K.
Elon Musk's Starlink and Amazon's $AMZN low-earth-orbit satellite business may be able to acquire some European mobile satellite spectrum next year - Reuters
Microsoft $MSFT owned LinkedIn is reportedly planning to announce to layoffs impacting 5% of its staff as it
"reorganizes teams and focuses staff on areas where its business is growing" - Reuters
Amazon Leo $AMZN just posted this:
“Introducing the Amazon Leo Aviation Antenna. Delivering speeds up to 1 Gbps downlink and 400 Mbps uplink from a single antenna – it's simple enough to install in a single day, and powerful enough to support an entire cabin full of streaming, browsing, working and more
Michael Saylor and Strategy $MSTR bought 17,994 more Bitcoin this past week for an average cost of ~$70,946 per bitcoin.
Saylor and MicroStrategy now hold a total of 738,731 Bitcoin, which they bought for ~$75,862 per $BTC
If we apply the Shiller PE (also known as the Shiller P/E, CAPE ratio, or cyclically adjusted price-to-earnings ratio) over 150 years, its median has sat around 16 to 20, near which it has spent much of its time.
To align with historical valuations, we would need at least a 50% sell-off.
This aligns with my bearish broadening patterns.
Eli Lilly $LLY announced today the 🇺🇸 FDA has approved a
"label expansion for Zepbound (tirzepatide) to include the four-dose single-patient use KwikPen that delivers a full month of treatment in one device"
Airlines scrambled to add dozens of extra flights for tens of thousands of stranded travelers throughout the Eastern Caribbean today after the FAA's flight restrictions in the area expired - CNBC