In February we established that “Memory is our biggest concern.” This narrative seems to be playing out perfectly and could’ve been easily capitalized on. SK Hynix is even looking at issuing ADRs in the US on July 10th.
Now the new controlling narrative will be unemployment. Don’t believe when you hear it will cause a hiring boom. The opposite will happen and every BS corporate job that just sends emails for a living will be erased. US breakevens are falling with inflation expectations but the futures market is pointing to rate hikes for 2026.
Magic The Gathering will outperform the S&P this year.
Wait until SpaceX goes after Apple.
Google looks like it is moving.
Stay away from Apple for now. The HBM memory cost is destroying them.
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