A trending story regarding SK Hynix is incorrect; they were already shipping HBM4 last year. 2
“Memoryflation”—rising memory prices driving up finished goods costs—is now disrupting the auto industry, a shift from its earlier impact on PC and smartphone markets. 13
$IONQ’s acquisition of $SKYT for ~$1.8B or $35 per share secures US-based fabrication. This domestic foundry control is critical for scaling and reliability, especially benefiting federal and defense contracts. 10
$IONQ’s acquisition of $SKYT at $35/share via cash and stock is seen as an exorbitant buyout premium; a bidding war is needed. 11
$IONQ successfully established itself as a US foundry for less than $2B. 12
The AI storage stack involves key players: $ORCL for cloud database flash storage, $DELL for enterprise all-flash systems, $AMZN deploying SSDs at scale for AWS, $META utilizing dense flash for AI model training, and $MU supplying components. 16
The probability of another US government shutdown is climbing, driven by Minnesota’s ICE enforcement issues and Senator Schumer’s threat to block homeland security appropriations. The potential impact and differences from the October-November shutdown need close watch. 3
Increased orders from Chinese fabless firms to Samsung Foundry signal thawing U.S.-China tensions. This marks a shift, as many Chinese clients previously abandoned projects before mass production due to high costs last year. 5
The EU’s formal probe into Elon Musk’s xAI for “Grok deepfakes” starkly contrasts with US tech giants adding trillions in market cap annually, underscoring differing regulatory priorities. 8
The definition of “market news” has expanded to include “prediction market” information. This means headlines like “Market News: Prediction markets show US government shutdown probability near 80%” are now common. 7
The current market environment has become unbearable; initiate a long position. 14
Energy is rallying. For the first time in 2 years, 31% of Energy stocks hit 52-week highs. Historically, energy sector breadth breakouts signal bullish $SPX moves 6-12 months out, typically following bear markets. 15
In the attention economy, engagement stems from two pillars: acceptance of unique, profound, and logically rigorous viewpoints, or the pursuit of charismatic, authentic, and stable appeal. Viewpoints form the intellectual blueprint, while charisma defines spiritual allure. 6
For North American professionals, consistently investing a monthly sum—even as little as $50, $200, or $500—is paramount. The key is action, not shying away from equities. 9