Energy Transfer: Buy On A Dip

🚨 🚨 Energy Transfer CEO: As a result of our continued emphasis on strengthening our balance sheet, we’re in the strongest financial position in Energy Transfer history and this will allow us the flexibility to balance pursuing new growth opportunities with further leverage reduction

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Lam Research: Buy On A Dip

🚨 🚨 Lam Research is expensive, but with forecasted 3 year revenue CAGR of 15%, it is worth buying during market pullbacks

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America’s Bonds Are Getting Harder To Sell

🚨 🚨 WSJ: , “America’s #bonds are getting harder to sell: Record issuance raises worries that #debt sales will exacerbate volatility.”

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Utilities: The Big Time Is Coming

🚨 🚨 Nobody likes utilities, despite power demand set to double over the next decade [due to AI] in the US. We think there’s a long-term opportunity in this hated sector

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The Future Of War Is Drones

🚨 🚨 Elon Musk Two Years Ago: “The future wars are really going to be drone wars. If your drones are better than their drones, then you win”

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Manufacturers Integrate AI Tech

🚨 🚨 A joint study by Microsoft and MIT Technology Review Insights found 35% of the manufacturers surveyed have already put AI use cases into production. While most, 64%, are currently researching or experimenting with AI

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Apple: AI iPhone 16 Is Confirmed

🚨 🚨 Apple Confirms Innovative iPhone 16 Pro Upgrade. The details come in a newly released research paper by researchers from Cornell University working with Apple titled “Ferret-UI: Grounded Mobile UI Understanding with Multimodal LLMs”

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Meta: Limitless Possibilities

🚨 🚨 Meta’s MTIA chip is fabricated using a 7nm process by TSMC and operates at 800 MHz. It employs the RISC-V instruction set architecture (ISA), which is an open-source alternative to the x86 and ARM architectures. The chip is designed to handle high volumes of concurrent operations, often using lower-precision arithmetic, which is typically sufficient for AI workloads and allows for more computations per watt of power

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The “Games” Have Begun

🚨 🚨 BREAKING: #Bitcoin   prices are now down over 10% in just 30 minutes to their lowest level since March 20th. Bitcoin is now also down 20% from its recent all time high. The drop in Bitcoin began shortly after it was reported that Iran had launched a drone attack against Israel. The recent pullback in Bitcoin has erased over $300 billion from crypto markets

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ETFs Attract $126B In March

💥💥 Investors pumped an outsized $126.5bn into exchange traded funds in March as a series of markets from Wall Street to gold hit record highs, according to data from BlackRock

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