Catherine Davis

ICE just dropped a major fraud bombshell involving 10,000 foreign students “who claim to be working for highly suspect employers” as part of the federal government’s Operational Practical Training program. Here’s what they found… -Empty buildings and locked doors where hundreds of foreign students are supposed to be working -Multiple employers claiming the same address, where none of them actually have a lease -Small homes listed as worksites for hundreds of foreign students, where no employees are present. And when someone answers the door, they claim to have no knowledge of the business. -Some of the employers claim to have offshore HR personnel -Employers having tax liens, civil law suit collections and breaches of contract

The semi sector is now trading at the most stretched valuations in 24 YEARS. – SNDK is down 10% today – AMD down 6% – NVIDIA in the red Here’s what the data actually shows: Semiconductor stocks are now trading at a 60x price-to-earnings ratio. That’s the highest valuation the sector has reached since the peak of the dot com bubble in 2000. The Philadelphia Semiconductor Index recently hit an RSI above 82. That’s a level of overbought intensity not seen since June 2000. The SOX is also trading more than 40% above its 200-day moving average. The last time that happened was right before the dot com top. Even Michael Burry has loaded up on puts against the SOXX ETF, Nvidia, Palantir, and Oracle expiring in January 2027. He’s publicly drawing comparisons to the 1999 to 2000 setup. None of this means the rally is over. Overvalued markets can stay overvalued for a long time. But it does mean the risk-reward has shifted drastically. On Friday May 15, the SEC forces every fund over $100M to reveal their hand. Burry. Druckenmiller. Aschenbrenner. Einhorn. All of them. We will be breaking it down HERE. Follow us with notifications so you don’t miss our alerts, this is VERY important. If you don’t, you might regret it.

Semi-monthly dividends are expected to lead to smaller ex-date price moves, tighter trading near par, and more reinvestment windows. It's a better structure. $STRC holders, vote now.

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