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Who will succeed Powell?

Looks like everything that ever happens is just temporary.

$MU now +50% YTD. No other semi stock even close. Absolutely insane alpha.

Probably just a matter of time before OpenAI sets up its own cloud storage, email and office app suite? Feels like the key advantage Gemini and Copilot have is that they’re integrated into work apps and cloud storage (although integrated very poorly, especially at Google).

$MU Insane numbers & guide! Wow.

S&P500 futures just hit a new All Time High, 6,170. +27.7% since 7-April lows of 4,832. What did you learn from this?

Happy Independence Day! 🦅 🇺🇸 Profits soar as charts arise, Spreadsheets glow, no compromise. Free cash flow fuels freedom’s rise, Earnings surge through night and day. Strong fundamentals light our way, Dividends flow, we toast the win, Liberty’s flame burns bright within.

The two largest companies in the world, $NVDA ($3.9 trillion) and $MSFT ($3.7 trillion) are up +70% and +40% respectively since the April 7 lows. Pour one out for the peeps who thought it was over and sold it all.

Great story about how chaotic markets are. ⬇️ A butterfly can flap its wings, and trillion are lost, or gained, as the memes flow.

Reminder that anything you submit to ChatGPT becomes their property, and by default they will use it to train their LLMs. Medical & financial data, board minutes, client data… You should switch this toggle, but assume that only enterprise customers have “privacy”. People don’t.

There’s a huge opportunity for a privacy-focused LLM provider. Because it doesn’t exist today. It’s a wide open field. Everyone wants to be the next Zuck & sell your data to the highest bidder. But people in medicine, business, finance, defence etc don’t want their data sold.

The mathematically dumbest bubble of all time was when many $ trillions across the globe was invested by “professional investors” in bonds at negative interest rates. Just so insanely dumb, yet for some time it was the normal.

So Tariff War 2.0 is launched, and both the S&P500 and the other indices are green. People immediately bought the -0.20% dip. What could actually shake the market at this point?

CPI +2.7%, core +2.9%, same story as recently. Shelter up (the Fed!), eating out up + jump in utility gas & electricity costs. Huge monthly jump in medical care costs. Goods? Mixed bag. Car prices continue down, apparel up a bit after two months of decline. Rorschach test!

Shocker rise in UK 🇬🇧 inflation to +3.6%, and at 4.1% incl owner occupied housing. Core +4.3%. Highest CPI in the G7, by far, and was <2.0% a year ago. Meanwhile GDP +0.1% in May & massive new tax increases coming. Stagflation. NGMI.