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— Corey Hoffstein 🏴☠️ (@choffstein) June 30, 2026
Micron’s gain was a bit of a negative-sum affair:
Apple and hyperscalers lost more market cap in that period $MUSk Hynix, Samsung, $SNDK, $STXAnd $WDC won today. pic.twitter.com/sQewprXDpF
— Luke Kawa (@LJKawa) June 25, 2026
Hyperscaler free cash flow estimates via Charlie McElligott at Nomura: pic.twitter.com/bkmLEhO8tZ
— Tracy Alloway (@tracyalloway) June 23, 2026
One year returns:
Sandisk +4385%
Western Digital +974%
Micron +809%Oracle -30%
Microsoft -27%
Meta -23% pic.twitter.com/4FDU4M1ffw— Ben Carlson (@awealthofcs) June 25, 2026
I usually lurk here but briefly dip my toes into the “k-shaped economy” discourse.
At PNC, we track debt and credit spending trends for a captive group of nearly 4 million households.
Long story short: low-income spending/balance sheet trends in decline in 2026
— Brian LeBlanc (@BrianLe_Blanc) June 24, 2026
The GenAI economy generated $110 billion in sales in the last 12 months. It is growing rapidly. On an annual basis, the revenue rate exceeds $175 billion.
It took us a few months to create these numbers, and as far as we know, this is the first bottom-up deduplicated issue… pic.twitter.com/6xZbCZ8Cti
— Azeem Azhar (@azeem) June 25, 2026
NEWS: Warriors signed a new jersey patch agreement with artificial intelligence cloud company Iren. The multi-year agreement is the richest sponsorship in the history of North American team sports, averaging more than $50 million annually. pic.twitter.com/dA6cC6qyQr
— Kurt Badenhausen (@kbadenhausen) June 25, 2026
It’s completely insane that GDP is still (increasingly?) above trend this cycle, while the housing sector (typically responsible for 20% of business activity) is effectively frozen. https://t.co/wDSsHvq9rr
— talmon joseph smith (@talmonsmith) June 24, 2026
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