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— Corey Hoffstein 🏴☠️ (@choffstein) June 30, 2026
Micron’s earnings were a slightly negative-sum event:
Apple and the hyperscalers shed more market cap then $MU, Sk Hynix, Samsung, $SNDK, $STX, and $WDC gained today. pic.twitter.com/sQewprXDpF
— Luke Kawa (@LJKawa) June 25, 2026
Hyperscaler free cashflow projections 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
Usually a lurker on here but dipping my toes briefly into the “k-shaped economy” discourse.
At PNC we track the debit & credit spending trends of a fixed cohort of ~4 million households.
Long story short: lower-income spending/balance sheet trends have been on a tear in 2026
— Brian LeBlanc (@BrianLe_Blanc) June 24, 2026
The GenAI economy has generated $110 billion in sales over the past 12 months. It is growing fast. On an annualized basis, the revenue run rate exceeds $175 billion.
These numbers took us several months to construct, and as far as we know, it’s the first bottom-up, deduplicated… pic.twitter.com/6xZbCZ8Cti
— Azeem Azhar (@azeem) June 25, 2026
NEWS: The Warriors signed a new jersey patch deal with AI cloud firm Iren. The multi-year agreement is the richest sponsorship in the history of North American team sports at an average of more than $50 million per year. pic.twitter.com/dA6cC6qyQr
— Kurt Badenhausen (@kbadenhausen) June 25, 2026
it is still (increasingly?) completely insane how GDP has been above trend this cycle while the housing sector (typically responsible for up to 20% of commercial activity) has been effectively frozen. https://t.co/wDSsHvq9rr
— talmon joseph smith (@talmonsmith) June 24, 2026
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