Micron and Anthropic Announce Strategic Agreement: -supply LTA -Claude adoption at $MU -tighter design-feedback loop (other labs might follow) -Investment in Anthropic series H Cute, but no numbers in annoucement. Sure analysts will want more details on call.

"I love inflation"- trump Inflating the deficits - their only solution.. because you can't slow the stealing or private military building.

For the full-year 2026, we expect our CapEx to be in the range of $180B to $190B. And looking further ahead to 2027, we expect a significant increase in our CapEx compared to 2026.” - Alphabet CFO Anat Ashkenazi @TheTranscript_

Two weeks ago neither Grok nor Gemini could not point to weakness in $CME. Finally I stumbled upon it myself. Hyperliquid $HYPE, Kalshi crypto perpetuals approved by CTFC. Take: -crypto affects 10-15% of $CME revenue -institutionals can't use perps, unsuitable for hedging - $CME CEO Terry Duffy hinted at legal action against $SPGI with which CME has a JV, that controls S&P 500 IP. JV did not consult w/ CME for approving trade.xyz indexes -my impression - Kalshi and $HYPE had been running rounds lobbying, getting fast approvals Overall, some of my assets got hammered lately: -CME down, which was supposed to hedge vol, despite May breaking new volume records - $BTC down - market teaching Saylor a lesson not to use leverage - $FIGR down in tandem w/ crypto; despite having 0 btc exposure business wise

Follow up on Vilvi Group (VLP1L);. Notes from recent call: https://pbs.twimg.com/media/HKPIBz0XUAABkG2?format=jpg&name=large -CEO expects a strong remaining 2026 9 months -Long term 8-10% EBITDA margin (25'H2 - trough of milk cycle - 5.7% + 3 plants coming online) -new Bauska cheese plant - highly automated; cost competitive -plans ramp MPK unit sales x2 in next yrs -new 18-19M biotechnological investment to extract new proteins -[will be] "significant contribution to our results" -consumer trends around proteins + doctors prescribing Ozempic often recommend proteins, drives incremental demand -dividend policy remains at least 25% of net profit -clear MPK integration plan, progressing well. Plan concludes 2027 April, with visible results already -admits high financial debt level, which is normal in growth phase

@sidecarcap on portfolio management: "Position sizing and diversification are the same conversation. Investors need to cast a net wide enough to maximize the odds of catching a big winner, which is never obvious in advance. But each position also has to be large enough to move the needle. A stock that goes up 10x won’t matter if it started as a tiny position. The goal is to find the middle ground where your mistakes are survivable and your successes are meaningful. That’s the game."

Decline if forward EPS will end semiconductor boom. Problem - this is a lagging indicator. Potentially workable earlier warnings: -forward EPS rate of change -big tech CAPEX guides -any semicoductor industry call, hinting at slowdown -high yields killing OpenAI #semicondutor Data by BCA Research

What does this say about us and our culture? Why does “pushing the limits” in popular culture always go in a debasing and dehumanizing direction, but rarely in the opposite direction, toward beauty, creativity, and innovation? Because those who control the world economy and mass media do not want human minds to expand and be inspired. They want the opposite. They want closed, cloudy minds obsessed with unhealthy and destructive ideas and images. Minds they can control. - Vigilant Citizen