📉 In July, SpaceX, Tesla, and Alphabet led the market's biggest value declines, while Apple emerged as the clear winner. Market volatility continues to reshape leadership and create new opportunities for long-term investors.
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🤖 Tesla returned to negative free cash flow as it ramps up investments in AI and robotics. The company is prioritizing Optimus, AI, and autonomous driving, betting long-term growth over short-term profitability.
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Virginia leads the U.S. in data centers by a wide margin, thanks to tax incentives, strong connectivity, skilled talent and favorable climate conditions. As AI expands, this infrastructure will become increasingly strategic.
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Did you know the Mayor of NY City makes more money than:
1. Zohran Mamdani $258,750
2. Marco Rubio (Secretary of State) $250,600
3. Pete Hegseth (Secretary of Defense) $250,600
4. Scott Bessent (Secretary of the Treasury)
$250,600
5. J.D. Vance (Vice President) $235,000
Here’s the kicker. Mamdani’s self appointed committee is asking for an 18.2% raise for Mamdani and his elected officials.
His new salary would be $305,800.
Even a democratic socialist is a deep down capitalist. The guy loves giving himself a raise with tax payers money.
Foreign direct investment in data centers surged by $235B between 2024 and 2025, dwarfing every other sector. While capital leaves real estate, infrastructure, and renewables, AI and cloud infrastructure continue attracting record investment. 📈💻
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⚡ AI is driving a massive increase in data center electricity demand. As adoption accelerates, energy consumption keeps rising, creating both major challenges and investment opportunities in global infrastructure.
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Been saying this since day 1. They don't support Karmelo because they think he's innocent, they know he's guilty, they just like that he murdered a white kid