This heat map from Polen Capital is one of the cleanest illustrations of how investors actually get paid – the twin engines of stock returns: 📈 Engine 1: EPS growth 📈 Engine 2: changes in multiple Your outcome is almost always a combination of both, not one or the other.

Detailed ASIC overview (AI + CPU) from HSBC:

Billionaires get the best cocaine….bro is flying

The interest in $GOOGL's GCP is surging. More and more companies are looking for developers familiar with GCP. GCP will be the biggest winner of the AI cloud era. found on Revealera

Bitcoin was trading in lockstep with the Mag 7 stocks until the last 2 months. Now Bitcoin is down 11% over the past year versus a 26% gain for the Mag 7. Is this just temporary divergence w/ Mag 7 weakness or Bitcoin strength to follow or is the correlation simply broken?

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The Information reported that Microsoft is in discussions to shift its custom ASIC partnership from Marvell to Broadcom.

Very interesting. The Chinese government is regulating data-center supply by strictly controlling approvals for power-quota allocations.

SK Hynix Pursues Localization of Japanese-Monopolized EUV Photoresist... Partners with Dongjin Semichem SK Hynix has embarked on the localization of Extreme Ultraviolet (EUV) photoresist (PR), a market dominated by Japan. This move aims to strengthen the supply chain for

Global ad spend is seen up 8.8% in 2025 to $1.14T and 7.1% in 2026, per WPP Media.

After researching the launch of $Wise's upcoming payment gateway some more, I am realizing this could be a low-key great move that flies under the radar. Not going to lie I totally dismissed it in my head as something that has 0 chance to work. Me: You have a million different

$QCOM management maintains its prior outlook that its modem share in $AAPL iPhone 18 will be ~20%, declining to 0% in iPhone 19. adios 😂

"In August 2025, the U.S. government invested about $8.9 billion, and the value of its stake at the time was around $5.7 billion. Since then, as Intel’s stock price has risen, the total value of the U.S. government’s stake is now estimated to exceed $18 billion." Is your stock

Out of these, only ByteDance is considered to be valued at a reasonable valuation. As soon as ByteDance goes public, I’m going to buy it right away.

Well, to be honest, if the US does that, the US Treasury market will break first - fiscal profligacy amidst elevated inflation pressure will be a dead end for the bond market. By contrast, if US strategic pressure truly compels Beijing to act—by materially expanding fiscal

Powerful chart from GS: The majority (>80%) of the S&P 500 returns over the long-term is driven by earnings growth and dividends.

Interesting chart from GS: Tech sector share of total US employment decline post Nov 2022, the launch of ChatGPT. To watch if its a normalization or structural.

ACKMAN SAYS TRUMP WILL ACT SOON IN IRAN Billionaire hedge fund manager Bill Ackman said he is certain President Donald Trump and the United States will soon act to support the Iranian people. Writing on X, Ackman said the only uncertainty is timing, as well as whether U.S.

AI Super-Verticals: Coding First, Excel Next? Coding surprised everyone on the upside by emerging as one of the strongest AI application verticals to date. It combines three rare attributes: a massive TAM, a natural wedge into adjacent use cases, and a product-led GTM that

This doesn't make any sense. $WISE