The leaderboard today says it all.
$WM ✅
$KO ✅
$PEP ✅
$COST ✅
Utilities ✅
Pretty much everything else is in the red.
Money’s not going after growth—it’s hiding in safe spots. Classic ‘risk-off’ move.
$SMCI dropped 12% after announcing plans for $7 billion in stock and stock-linked deals. That cash is for buying parts to fill nearly $39 billion in AI server orders from customers 💻📉
For 70 years, DRAM prices dropped 10x every 5 years. Then AI happened. In the last year, prices shot up 6x.
Here are 15 wild facts about the memory market from recent bank reports 👇
1. Over just 3 months, the 2026 revenue forecast jumped from $520B to $890B (+71%). That's
$APPS
Random 2am thoughts, I never sleep 😅
We keep grinding. I’m holding this one long-term. Only around a $1B market cap.
I first mentioned it on 5/29. Don’t sleep on it.
The valuation, P/S ratio, and niche platform still stand out.
Repost. Bookmark. Subscribe
Meritz Securities says SK hynix’s ADR is close to getting SEC approval this June, with a US listing possible by mid-August. 📈 If it catches up to Micron’s valuation, the stock could see a big, fast jump.
If someone handed me $100K but said I had to put it into the SpaceX IPO or Tesla stock, and I couldn’t touch it for 5 years... which one would you pick? 🚀💸
US small biz hiring plans are tanking 😳
Only 9% plan to hire in the next 3 months—lowest since May 2020. That number has been cut in half in 6 months.
We're now at levels seen in the 2001 recession and early 2008 crisis.
Just 29% have unfilled job openings, also the l
One year ago today, I lost my best friend. She went through so much, but was still the most lovable, sweetest girl on the planet. I think about you and miss you more and more every day, buddy.💔