Locator: 50887QCOM.
Beth. Link here.
You can howl at the wind, but AI is here to stay.
Qualcomm has reportedly secured an AI chip deal with ByteDance, with the TikTok parent said to procure ‘millions’ of the ASIC from Qualcomm to support its agentic AI needs, per Bloomberg.
Meanwhile, SoftBank is going to spend billions -- with a "B" -- on data centers in France.
You can howl at the wind, but AI is here to stay.
The bubble talk will go on for at least three more years.
OpenAI is hiring workers to build robots. To help humans.
CoreWeave continues to grow. Scaling faster than most of the others.
The Iranian government is literally living in caves with no internet. And Trump still negotiates with them. Trump knows exactly what he's doing. At some point, even wanna-be-martyrs will grow tired of their game. I doubt Iran is the only government / military rearming during the ceasefire.
Vanguard's largest holdings: NVDA, AAPL, MSFT, AMZN, GOOG, AVGO, META, TSLA, MU, BRKB (in VOO but not VTI). Seems like there's a roadmap there.
Nick Fuentes: I think "hate" is in the eye of the beholder.
The S&P 500 is becoming the S&P 100. Details June 8, 2026. Is the S&P 500 becoming another S&P 100?
The headline is "index rule change."
The signal is bigger. The S&P 500 was built in 1957. At the 2000 dot-com peak, the top 10 names represented about 27% of the index. Today closer to 40%. The economy moved.
The benchmark spent 70 years pretending it didn't. The index sponsor is moving now because concentration is no longer an exception. It is the structure.
Schwab’s Sonders is way over-rated, way over-watched.
