We have not seen anything yet, and it won’t be only tech jobs.
Source: Michel A.Arouet
No words...
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Everybody knows about the Mag7. But have you heard about the "Unprofitable 858" ???
Meme stocks and YOLO bets are back and fuelling the market’s rally. Shares of unprofitable companies have outperformed since April, and investors are now speculating like it’s 2021 again... Source: HolgerZ, WSJ
😨 ELON FLOATS BLUEPRINT FOR A NEW "AMERICA PARTY” POWER PLAY
Forget the presidency - Elon’s idea? Flip just enough seats to become the kingmaker. He’s talking 2–3 Senate races, 8–10 House districts. That’s it. @elonmusk : "Given the razor-thin legislative margins, that would be enough to serve as the deciding vote on contentious laws, ensuring that they serve the true will of the people." ▶️ This can be seen as "Minority leverage". Not a party to win; a party to decide who does. All it "America party" ‼️ Source: @elonmusk thru Mario Nawfal on X
ROBOTAXIS ARE ALREADY OUT THERE
You can literally order a car with no driver in Phoenix, Shanghai, or even Seoul. No driver, no small talk, just you, a robot, and your questionable playlist. This isn’t sci-fi. From Austin to Abu Dhabi, robotaxis are creeping onto real streets. Watch your Uber driver sweat. Source: Statista thru Mario Nawfal on X
Happy Independence Day!
Source: hedgeye
JUST IN 🚨: EXTREME GREED RETURNS to the Stock Market for the first time this year 🥳🤑
This is the highest reading since March 2024! Congrats everyone, we did it ! Source: Barchart
In the last 10 years, $AMZN fulfilment has 22x the number of packages handled per employee, while the number of employees per facility has gone down.
With AI, humanoids & more investment going into AI, this will only accelerate. $AMZN's retail margin might surprise investors. Source: Rihard Jarc on X, WSJ
