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SNOWFLAKE'S AI PUSH CEMENTS ITS STATUS AS A TOP 2025 RECOVERY STOCK Jefferies raised its price target to $250, maintaining its view of $SNOW as a top recovery play for 2025. 1) 💡 SIMPLICITY EMERGES AS THE CORE AI STRATEGY - New AI-powered features are expanding data

NEBIUS POISED FOR SHORT-TERM GAINS OVER COREWEAVE? CoreWeave $CRWV and Nebius $NBIS share an identical AI infrastructure rental business model. While both are expected to grow together long-term, $NBIS may present a stronger relative advantage for short-term gains. 1)

CHINA'S DEFLATION EXPORTS WILL FORCE GLOBAL STIMULUS Deflationary pressures from China and growing global imbalances are creating a new economic reality. 1) 🕵️ CHINA'S HIDDEN LIQUIDITY INJECTION AND ITS RISKS - The Chinese government is providing unconventional subsidies to

APPLE FACES IPHONE DEMAND CRISIS IN KEY MARKETS UBS survey reveals significant signs of slowing iPhone demand. 1) 📉 KEY MARKETS SHOW SIGNIFICANT DEMAND WEAKNESS - Purchase intent in China has plummeted.   - Intent for the next 12 months dropped from 22% to just 16%

CANTOR FITZGERALD RAISES ROCKET LAB PRICE TARGET TO $35 This adjustment reflects a successful launch history, progress on the Neutron rocket, strategic acquisitions, and its competitive position as the sole alternative to SpaceX. 1) 🚀 NEUTRON ROCKET TO CHALLENGE SPACEX'S

DIGITAL AD SPEND FORECASTS FOR 2025 REVISED SHARPLY HIGHER - UBS A Q2 survey of advertising professionals reveals that major digital platforms significantly surpassed ad budget growth forecasts. 📈 AI-POWERED PLATFORMS ARE DOMINATING BUDGET GROWTH - The 2025 growth forecast

AppLovin just launched their new “self-serve” ads manager dash last week (June 3). HUGE upgrade over the last one, but still not perfect. My notes on each section of the new UI: 🤓 Reporting - Major upgrade over V0 w/ more metrics now available - My favorite addition is CTR by

U.S. MASS BEAUTY MARKET DIVERGES AS E.L.F. DOMINATES AND COTY FALTERS The U.S. mass beauty market is entering a recovery phase. However, corporate performance is extremely polarized. - $ELF is solidifying its market dominance with exceptional growth. - $COTY recorded a sales

There is absolutely no need to refute Culper's new short report, as its quality has declined significantly compared to the previous one. Tanghao is no longer a Chinese citizen, and has no connection to the CCP. His impact on Applovin's performance has already become very minimal.

Grow a Garden has officially beat Fortnite's peak all-time player count and is now officially the biggest video game of all time. Insane. Congrats Jandel - Roblox 👏👏

CONSTELLATION ENERGY'S NUCLEAR PLANT RESTART APPEARS AHEAD OF SCHEDULE This development is a positive signal for $CEG stock and PJM power reliability. 1) 🔬 CELLULAR DATA ANALYSIS REVEALS RESTART PROGRESS - Citi analyzed smartphone activity around decommissioned U.S. nuclear

THE 'GENIUS ACT' WILL RESHAPE THE STABLECOIN LANDSCAPE - Bernstein The "GENIUS Act" for stablecoins is likely to pass by the end of this summer. 1) 🏦 US-CENTRIC REGULATION WILL REPATRIATE THE STABLECOIN INDUSTRY - The GENIUS Act will make it difficult for foreign stablecoin

The partnership between $ROKU and Amazon Ads signifies a deeper integration than the existing agreement with The Trade Desk. 1) 🤝 AMAZON PARTNERSHIP UNLOCKS PLATFORM-LEVEL DATA INTEGRATION - The collaboration with Amazon is a deep, platform-level technical integration. - This

INVESTOR EXPECTATIONS FOR SEMICONDUCTOR CYCLE REBOUND SHARPLY

STABLECOIN ALLIANCE CHALLENGES TRADITIONAL PAYMENT NETWORKS Coinbase Payments represents the first practical application of a stablecoin-based system to replace legacy payment rails. This development poses a direct threat to established financial companies like Visa and