US housing market is shifting in favor of buyers now 🏠
May data shows 46% of sellers offered concessions—that’s the highest ever for May. It’s doubled since 2022 and rising for the 2nd year straight.
There are about 47% more sellers than buyers right now, near record l
Jerome Powell, the former Fed Chair, said this month that if a president could fire Fed officials just for disagreeing on policy, the central bank would lose the trust needed to keep the economy strong and stable.
Asian chip stocks are on an insane run right now 📈
The MSCI EM Semis vs Magnificent 7 ratio just hit ~205 — more than doubled since early 2026.
Magnificent 7 is down -7% this year, but EM semiconductors popped +91%.
Biggest push? South Korea’s SK Hynix +348% and Sams
Contribution margin and gross margin are different… Contribution margin looks at variable costs, gross margin includes COGS. Both help with pricing decisions 📊
$TSLA is:
- Getting FSD approvals in new countries every ~10 days.
- Growing active FSD subscriptions at record pace.
- Growing Unsupervised Robotaxis fast.
- Getting ready to release the Robotaxi Tsunami.
- Selling cars at record pace.
- About to release "something better" than a Mini-van.
- Deploying energy at record pace.
- Producing Cybercabs.
- Rapidly scaling AI compute & training.
- About to produce Optimus.
- Starting to pump out Semis.
And y'all selling $TSLA stock?
Big mistake.