Vital Knowledge Media

Crisafulli
Most comprehensive and insightful market commentary
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[Vital Knowledge Media @knowledge_vital]

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[Vital Knowledge Media @knowledge_vital]

"We won't raise prices like memory chips -- all of a sudden 400% hikes in the short term. Although I do envy their 80% gross margins, we won't do that. That's not realistic. We really think customer trust and sustainability is more important" - TSMC's CEO

[Vital Knowledge Media @knowledge_vital]

DeepSeek’s AI modelsare surging in popularity in the US as companies look to curb their AI bills by switching away from expensive suppliers like OpenAI and Anthropic - SCMP

[Vital Knowledge Media @knowledge_vital]

Trump on 6/3: "don't think there are any mines in Hormuz"

Rubio on 6/2: "they’ve mined large segments of Hormuz"

[Vital Knowledge Media @knowledge_vital]

"Blockade has more impact than bombing" - Trump

[Vital Knowledge Media @knowledge_vital]

Sen. Tillis: "Did you actually tell Pulte you were going to punch him in the face?"

Sec Bessent: "No, sir. I actually said I was going to kick his a**."

Sen. Tillis: "Good, I share the emotion"

[Vital Knowledge Media @knowledge_vital]

"Middle-income households were described as squeezing more life out of every dollar before deciding to spend it and low-income consumers showed greater financial strain" - Beige Book

[Vital Knowledge Media @knowledge_vital]

Yellen in Mar of 2021 - "Is there a risk of inflation? I think there’s a small risk and I think it’s manageable"

Bessent in June of 2026 - "Except for inflation, which is, I believe, going to be a short-term blip, the economic data is very strong...I think that we have temporary elevated prices that will come back down"

[Vital Knowledge Media @knowledge_vital]

Gulf countries are in talks to build a series of pipelines that would bypass Hormuz as the region looks to reduce its exposure to the waterway - FT

[Vital Knowledge Media @knowledge_vital]

$M "Macy’s Sees Plus-Size Clothing Dip as GLP-1s Shrink Shopper" - Bloomberg

[Vital Knowledge Media @knowledge_vital]

$GOOGL "Two years ago, we were processing 9.7 trillion tokens a month. Today, that number has jumped to 3.2 quadrillion, a more than 300 times increase"

[Vital Knowledge Media @knowledge_vital]

For the first time in more than a decade, the Fortune 500 has a new No. 1, as Amazon ends Walmart’s 13-year winning streak. Amazon debuted on the 500 list back in 2002. Nvidia jumped 15 spots to #16.

[Vital Knowledge Media @knowledge_vital]

"Hiring was more broad-based in May than we’ve seen in the last few years….the labor market continues to show sustained momentum going into the summer hiring season" - ADP

[Vital Knowledge Media @knowledge_vital]

The Cliffwater and Partners Group redemption news underscores that private credit headline risk remains elevated.

[Vital Knowledge Media @knowledge_vital]

$MRVL Marvell was ~$100 on 3/31, closed Tues at $290, and is up another ~11% in pre-market today today (to ~$325) on spec it could be the next S&P 500 entrant.

[Vital Knowledge Media @knowledge_vital]

$THO "our North American Towable segment has confronted both suppressed volumes due to strained consumer sentiment and rising material costs brought on by tariff and inflationary pressures"

[Vital Knowledge Media @knowledge_vital]

"John Thune sounds like he's had it with President Trump" - Axios

[Vital Knowledge Media @knowledge_vital]

"Could have blockade of Iran lifted by Labor Day" according to Trump (in remarks to a NY Post podcast). Stocks probably would prefer a full summer of "deal is close!" headlines to an actual deal. Anticipation is better than consumation.

[Vital Knowledge Media @knowledge_vital]

Listen to Vital Dawn on Spotify for Creators https://t.co/Kt5LlihfMx

[Vital Knowledge Media @knowledge_vital]

Garth Brooks is considering selling his song catalogue in a deal that could be worth $2B, among the highest prices ever paid for such a transaction - WSJ