CherryPicker

You cannot save time for future use, you can invest it for the future you though || StockPicker ||

[Beth Kindig @Beth_Kindig]

Citi on DRAM: "While we believe DRAM bit supply growth is now tracking 30% exiting 2026 given equipment makers like AMAT’s recent +30% silicon system sales outlook, additional new wafer capacity is needed to meet 2027 AI demand."

$MU $NVDA $AMD

[CherryPicker @naarali7]

@EduardoLucari Eres muy tonto. De verdad.

[Capitán General de los Tercios @capTercio]

Rompiendo mitos sobre los 8 siglos de dominio árabe de la península ibérica.

[Doctor Tricornio @Doct_Tricornio]

🔴 Esto EN BUCLE

SÓLO RETUITEA

[CherryPicker @naarali7]

@agarciasanjuan @UniHuelva @AndaluciaJunta @Humanidades_UHU HAHAHAHAHAHAHAHAHAHAHA erudito

[CherryPicker @naarali7]

@agarciasanjuan Creo que va un poco como el autor, retrasado. Parece que hasta septiembre en principio no sale. Me dice la editorial que quizás ni lo publican por el bodrio que es y por impago a tu última editorial. Algo que anunciar o actualizar a tus 12 seguidores?

[CherryPicker @naarali7]

@RVico94180 @agarciasanjuan Es todo muy auténtico, de la edad media. Tanto que siguen en las costumbres de hace 10 siglos. Decapitando homosexuales y violando a esclavas. Cómo regresar al pasado si. Precioso. Muy progre todo.

[CherryPicker @naarali7]

@agarciasanjuan @unedpontevedra 4 alumnos tuviste, fracasado 😂

[The Kobeissi Letter @KobeissiLetter]

Homeownership Cost in 2021 vs 2025 is WILD:

1. 2021 Median Home Price: $346,000
2. 10% Down Payment: $34,600
3. Monthly Payment (3% interest rate): $1,313/mo

3. 2025 Median Home Price: $405,000
4. 10% Down Payment: $40,500
5. Monthly Payment (7% interest rate): $2,425/mo

Buying a home 2021 with a 30-year mortgage meant you spent a total of $473,000 in principle and interest.

In 2025, you spend a total of $873,000 in principle and interest to pay off your 30-year mortgage.

That's $300,000 MORE, or 63%, in a less than 4 year time difference.

Stimulus is the furthest thing from "free money."

[Wall Street Wolverine @wallstwolverine]

El beso en la frente de Ilia Topuria al Rey emérito tras su victoria:

[Beth Kindig @Beth_Kindig]

One year ago, Nvidia $NVDA was estimated to generate $79.3 billion in revenue in FY25.

Now, Nvidia is estimated to generate more than $125.6 billion in FY25.

[Rafa Nadal @RafaelNadal]

Mil gracias a todos
Many thanks to all
Merci beaucoup à tous
Grazie mille à tutti
谢谢大家
شكرا لكم جميعا
תודה לכולכם
Obrigado a todos
Vielen Dank euch allen
Tack alla
Хвала свима
Gràcies a tots

[Evan @StockMKTNewz]

The semiconductor value chain

[Beth Kindig @Beth_Kindig]

TSMC $TSM now believes that the supply shortage for AI chips will persist at least through 2025, moving its view for reaching an equilibrium with demand until 2025 or 2026, compared to its previous view for finding a balance this year.

$NVDA $AMD $AVGO $QCOM

[Robert Friedland @robert_ivanhoe]

Stanley Druckenmiller on CNBC this week: "#Copper is a pretty simple story. It takes about twelve years from greenfield to produce #copper and you've got EVs, the grid, data centres ... and believe it or not, munitions. These missiles all have enough #copper in them and the world is getting hot ... we just think the supply-demand situation is incredible."

[Robert Friedland @robert_ivanhoe]

Today in the Times on #copper: A lack of spending on new #copper mines and a boom in demand, driven by the energy transition and the rise of artificial intelligence, could leave a supply gap of up to 35 per cent by the end of the decade, one of the world’s largest independent traders of metals has warned.

“There will be a 4.5 million tonne supply gap by the end of this decade,” Saad Rahim, chief economist at Trafigura, said. “That is like blowing a 20 million barrel-a-day hole in the oil market and yet we keep adding new sources of demand and reducing the amount of supply.”

[Nick O'Brien @NickLovesSpain]

A case for why Spain is the greatest country on Earth:

(a 🧵)

[The Kobeissi Letter @KobeissiLetter]

Stock concentration is now at Great Depression levels:

According to Goldman Sachs, the market cap of the largest stock is now 750 TIMES the market cap of a 75th percentile stock.

To put this in perspective, even at the peak of the 2000 Dot-com bubble the metric only hit 550x.

We officially have a higher stock concentration than the peak of the Great Depression in 1932.

The top 10% of stocks in the US now reflect ~75% of the entire market.

Big tech IS the stock market.

[Wide Awake Media @wideawake_media]

"Game over. We are dealing with a fraud".

Geologist, Prof. Ian Plimer, utterly demolishes the "human-induced climate change" hoax, in just two minutes.

"No one has ever shown that human emissions of CO2 drive global warming… And if it could be shown, then you would have to show that the 97% of emissions which are natural, do not drive global warming."

Credit: @adhtvaus

Full talk: https://t.co/wIH2oKrQa9

Follow my backup account: @wide_awake_news

Subscribe to me on Telegram: https://t.co/PCfPqqHrrw

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[zerohedge @zerohedge]

"mortgage rates are crashing"