The US housing market is shifting in favor of buyers 🏡
46% of sellers offered concessions in May—a record high for the month. That's double what it was in 2022 and the second year in a row it's gone up.
Right now there are about 47% more sellers than buyers, near an all-
Jerome Powell, the former Fed chair, said this month the US central bank would lose the trust needed for a stable economy if a president could just fire officials over policy disputes.
Asian chip stocks are on a crazy run right now. The MSCI EM Semiconductors vs Magnificent 7 ratio hit a record ~205, more than doubling since early 2026.
While the Mag 7 dropped -7% this year, that index surged +91%. South Korean giants SK Hynix and Samsung led the charge, up
Contribution margin vs gross margin — they sound similar but measure different things. One focuses on variable costs, the other on COGS. Both matter for pricing and profit.
$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.