1/ Intel isn't a foundry turnaround. It's inventing a new category: the dedicated hyperscaler fab.
Terafab (Tesla/SpaceX/xAI) wasn't a one-off Musk deal. It was Intel publicly demonstrating a new business model.
Caleb on not getting the chance to face Dybansta and Peterson:
“I can't say they don't enjoy basketball, but like I enjoy basketball. I love this shit.”
@swishout He's so damn good at basketball. No weaknesses. He will be 1st team all defense also at some point. I am so hyped. Not since DRose have I felt this way.
Jeff Teague on Caleb Wilson play in the summer league:
“He looking crazy, I was wildin’. Boy you look like Bron n***a. He got more handles than Bron though.”
(Via @club520podcast)
TSMC June 2026 & 2Q26
- June broke seasonality; revenue +6% M/M and +57.4% Y/Y to $14.0B, a new ATH; June declined M/M in each of the last 4 years (avg -11%) and this is the first June M/M growth since 2021
- hitting the $40.2B high end guidance required +4.9% M/M and TSMC delivered +5.8%
- 4th consecutive ATH, 5th in 6 months of 2026; incremental +$769M over May breaks the deceleration trend we flagged in May (Jan +6.0%, Mar +2.4%, Apr +0.5%, May +1.1%, now +5.8%)
WSJ: Apple secured an exemption from semiconductor tariffs in exchange for committing to use Intel’s fabs.
WSJ: Apple will manufacture not only Mac chips but also iPhone chips at Intel.
$AAPL $INTC