JBG

Everything I share, are my own ideas! Technology, Science, Investments, Finances and More! Financial Freedom is Everything
!

[Scott Lincicome @scottlincicome]

"Effect of Tariffs on U.S. Small Businesses" via @NewYorkFed https://t.co/ptoBE8m2PU

"A substantial share of small businesses reported tariff-related costs as a challenge in 2025"

"Smaller, less profitable firms with fewer resources are less able to [mitigate tariff costs]"

[Joyce Alene @JoyceWhiteVance]

Tonight I wrote about two cases that demonstrate DOJ is no longer committed to doing justice. https://t.co/KUmL5uPLQ5

[George Conway ⚖️🇺🇸 @gtconway3d]

“Sullivan & Cromwell, a multinational legal powerhouse headquartered in New York City, is helping the 80-year-old president prepare a request for the Supreme Court to review an earlier ruling on a lawsuit brought against him by E. Jean Carroll, 82, the Wall Street Journal reports.

“The move has sparked uproar among the firm’s top ranks. ‘The Carroll cases were of particular concern for some lawyers because of the nature of Carroll’s allegations,’ the newspaper writes, adding that firms of this size ‘rarely take on such cases for fear of reputational damage.’”

[Amy Siskind @Amy_Siskind]

This is absolutely horrific! There needs to be accountability for these ICE officers. If it needs to wait until we take control of the House, so be it, but these guys need to face trial and consequences.
I gifted this so you can read it.
https://t.co/ZxSlMaK4jF

[Scott MacFarlane @MacFarlaneNews]

Todd Blanche attempted to minimize the 1,200+ former Justice Dept officials who oppose his nomination, calling them a small %

Justice Connection (group of former agency employees) responded: "That contempt for DOJ’s workforce is exactly what makes him unfit to lead it"

[Barb McQuade @BarbMcQuade]

Bravo to these judges, who are traveling around the country to educate the public about the importance of the rule of law!

[Sandi Bachom 📹 @sandibachom]

ICE agents killed a man in cold blood at a traffic stop in Houston who had been in this country for 35 years. His son heard about it on a Facebook post and recognized his father’s voice, pleading for help as they left him to bleed out on the street.

If you don’t think ice are the American Gestapo listen to my friend, Werner Reich who was taken by the Nazis when he was 14 years old and put in three different death camps. He was in Auschwitz the year I was born 1944.

I have filmed Holocaust survivors for many years. Their stories have never been more important. #neveragainisnow

[David J. Bier @David_J_Bier]

Video shows the moments before ICE shot a worker who lived for 35 years in the United States. It appears to show it was ICE attempting to initiate contact with his vehicle, not the worker attempting to "ram" ICE agents

[Society for the Rule of Law @chkbal]

Justice Ketanji Brown Jackson's concurring opinion in Trump v. Cook cited an amicus brief joined by several Society for the Rule of Law Board and Charter Members.

The brief argues that the Constitution does not permit the Executive to invoke pretextual justifications to punish perceived political opponents, reaffirming the judiciary's role as a check on executive power.

Learn more: https://t.co/FzXsj3eYSe

[App Economy Insights @EconomyApp]

$SKHY SK Hynix is coming to Nasdaq.

The planned listing targets over $28 billion, edging past Alibaba’s New York debut in 2014.

SK Hynix is the world’s #1 HBM maker at ~57% share, and HBM is sold out through 2028.

Did AI break the memory cycle?

[Barb McQuade @BarbMcQuade]

These reflecting pools “vandals” have a great defense. No causation. You can’t destroy that which is already destroyed.
https://t.co/iPCHUUTEpK https://t.co/iPCHUUTEpK

[Amanda Carpenter @amandacarpenter]

Kash Patel was using FBI money to buy BMW cars? The entitlement has no end. This deep-seated need to appear tough, cool, and rich warrants study. I cannot grasp it.

It's so arrogant.

https://t.co/FNKbCflKWJ

[LongTime🤓FirstTime👨‍💻 @LongTimeHistory]

ICE slam man's head against stone wall—send him to hospital with fractured skull.

Man's hands were already behind his back.

Agents then physically assault legal observers—soon as they realize they're caught on video.

Threaten to shoot witnesses with taser—even firing it up.

Agent holds taser sideways "gangster style"—is this proper training?

Man was taken to Northwestern Medicine Delnor Hospital.

Incident occurred outside the Kane County Judicial Center in the St. Charles suburb of Chicago, Illinois.

[Aaron Reichlin-Melnick @ReichlinMelnick]

AWFUL. The video is crystal clear. They smash the guy's head directly into a stone wall and then freakout at the person filming them, probably because they knew what they'd just done.

This is unacceptable behavior from federal agents.

[tae kim @firstadopter]

Thank you @reuters on Meta. Great reporting.

Meta plans to DOUBLE its compute next year. DOUBLE.

The manufactured bear narrative that tanked markets last week was completely false.

How about we stop platforming the disingenuous, dishonest FUD actors after they've been wrong 100 times in a row over the past three years?

Truth and accuracy should matter.

Reuters on Meta: “plan to boost overall ‌computing power to 14 gigawatts next year, showed an internal memo reviewed by Reuters.”

“Meta this year plans to deploy seven gigawatts of computing infrastructure, the memo showed. It plans to double that number in 2027, the memo said.”

“Meta has secured long-term, multi-year supply agreements, the memo showed. Those ​include agreements with Samsung Electronics for memory chips, Sandisk ​for flash storage and Sumitomo Electric for fiber-optic equipment.”

[Kyle Cheney @kyledcheney]

NEW: In the one year since ICE adopted a massive expansion of mandatory detention — aimed at people with years-long roots in the U.S. and nearly all without criminal records — federal courts have overruled them at least 15,000 times.

https://t.co/K7Giik6lyf

[Roger Parloff @rparloff]

Final line from Judge Kaplan's explanation last night of his order okaying release of Trump's $5+M security deposit with the court clerk to E Jean Carroll's atty:
"[D]efendant has been stalling this case for years. ... It's time for him to 'do equity' and pay the judgment."
https://t.co/o0A2tKQZnB

[Lydia DePillis @lydiadepillis]

Relevant to my interests: New @DAcemogluMIT /@davidautor paper finds that lower birth rates actually lead to HIGHER wage growth and GDP per worker, which they hypothesize has to do with labor scarcity leading to higher productivity. https://t.co/8OVBV5yPU2

[Ed Elson @edels0n]

Meta has spent $316 billion on AI infrastructure since 2022 — more than the Metaverse, the Manhattan Project, NASA's annual budget, and Netflix's content budget, combined.

Now, Meta is building a cloud business to sell that compute off. Zuckerberg said they'd only do that if they felt they'd "overbuilt."

Which means Meta has either 1) too much compute or 2) not enough demand for its AI. Or, worse, both.

[Dan Nystedt @dnystedt]

Meta will have an AI chip codenamed ‘Iris’ in production from September as part of a plan to double compute to 14GW next year, after it deploys 7GW this year, Reuters reports:
-Iris is part of a 4-generation MTIA project from its inhouse design team.
-The AI processors are aimed at improving the AI used with Facebook/Instagram
-Broadcom is Meta’s chief design partner.
-TSMC will manufacture Iris.
-Meta has signed multiple long term supply agreements with: Samsung (memory chips), SanDisk (flash storage), Sumitomo (fiber optic)
-The plan remains to launch a new AI processor every 6 months through 2027. $META $TSM $AVGO #semiconductors https://t.co/QGWO9yUcyQ