Is it a memecoin?
- 36 trillion supply - No supply cap - 1 node - 25% of supply minted in the last 6 months - 1% of holders own 30% - Backed by the U.S. government Source: Not Jerome Powell on X
Long term investing
Source: Dividend Growth Investors
An unbalanced world...
▶️ Share of Global Consumption... US: 29% Eurozone: 13% China: 12% ▶️Share of Global Manufacturing... China: 32% US: 15% Eurozone: 13% Source: Charlie Bilello, Deutsche Bank
Hermes $RMS Q1 2025
"Despite a high comparison basis in the first quarter, the group achieved solid growth in sales, thanks to the trust of its customers and the commitment of the teams, whom I thank warmly." – Axel Dumas, CEO Revenue growth by business line: Source: Quartr
$ASML CFO on the potential impact of tariffs:
—Tariffs could impact ASML across 4 critical supply chain categories —Actively working to mitigate tariff-related risks across its ecosystem —Timing & magnitude of Tariff-induced demand shocks are still too early to quantify Source: The Transcript @TheTranscript
Trump’s handling of the economy is not very popular
Source: @jason on X
It took 38 years for gold to rise from $35/oz to $1,000/oz. Then it took 12 years to rise from $1,000/oz to $2,000/oz in 2020.
It only took 4 years to go from $2,000 ~~~> $3,000 Source: CEO Technician, Bloomberg
Absolutely brutal chart for Alphabet $GOOGL MAU = Monthly Active Users
Source: Pythia Capital, No Brainer @PythiaR
