ELON MUSK WILL VIRTUALLY ATTEND A CLOSED-DOOR ASML EMPLOYEE CONFERENCE TO DISCUSS TERAFAB
Here's what Terafab actually is: A SpaceX-Tesla joint venture to build cutting-edge chips for robotics, AI, and space data centers. Announced in March. A $55 billion chip factory planned in the US. Target: 2 nanometer chips at the cutting edge of current technology. The end goal: support a terawatt of computing power per year. Per Bloomberg, ASML considers Terafab a "serious endeavor" and its leadership has already held direct discussions with Musk on the project. Source: Evan
Breaking: Hyperscaler Bond Issuance Soars
In 4+ months in 2026 it is already more than in 2025, and several times more than the average of previous years. Their Free Cash Flow is dropping to 0. -> They must sell stocks, or slow down AI CAPEX. Source: BraVoCycles Newsletter
Any retail investor who bought Cerebras after the IPO got decimated.
What about SpaceX?
Anthropic is now worth as much as 11 of the biggest software companies combined.
Source: Carbon Finance
Global oil inventories have fallen to 7.6 billion barrels since the Iran war began
Source: Stocks World
Stock returns since IPO
Source: Stocks World
No, AI isn't taking young people's jobs.
Age 20-24 unemployment rate dropped again last month. Now to 7.2% from 9.2% last September. Source: Ryan Detrick, CMT
Highest Paid Fund Managers 2025
Source: SensaMarket
