Precise Market Analysis.

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The stock market is almost back open again 👀

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The winner of today's World Cup will earn $51 Million The prize for 2nd place is $34 Million Here is how much money every team made from the World Cup per CNBC - 3rd place (England): $30 million - 4th place (France): $28 million - Quarterfinalists (5th to 8th): $20M each - Round of 16 (9th to 16th): $16M each - Round of 32 (17th to 32nd): $12M each - Group stage (33rd to 48th): $10M each

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The average 🇺🇸 company 401(k) match is about 4.7% of eligible salary, according to a Vanguard analysis of plans it manages. Only 6% of those plans offered a promised matching contribution totaling 7% or above in 2025 - WSJ

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The stock market whenever I decide to buy something

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EARNINGS SEASON IS BACK We have a busy week incoming including earnings from Tesla $TSLA Google $GOOGL Intel $INTC ServiceNow $NOW $IBM

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On this week in 1968 Intel $INTC was founded in Mountain View, California by Robert Noyce and Gordon Moore The two men had been among the founders of Fairchild Semiconductors in 1957 which became a profitable business and made both men personally wealthy The pair went on to leave Fairchild in 1968 to start a new startup focused on innovation called Intel Here is what Robert Noyce said in his letter to Fairchild as he resigned to start Intel “I do not expect to join any company which is simply a manufacturer of semiconductors. I would rather try to find some small company which is trying to develop some product or technology which no one has yet done. To stay independent (and small) I might form a new company, after a vacation.” Below is Intel's original business plan hand typed by Robert Noyce

@WOLF_Financial @hamids x.com/i/grok/share/6…

SPENDING CAPS ARE THE BULL CASE FOR AI -Companies are capping employees at $200 a week or $1,000 a month, roughly $10,000 a year per person -@hamids says no other product category has spend limits anywhere near that high -The caps won't shrink AI spend. Most companies haven't even started

@WOLF_Financial @TickerSymbolYOU x.com/i/grok/share/6…

NVIDIA CAN'T WALK AWAY FROM SK HYNIX - @TickerSymbolYOU -70% of Vera Rubin's high bandwidth memory will be made by SK Hynix -The chips are co-designed. If SK raises prices, $NVDA can't just turn around and go to $MU or Samsung -56% HBM share vs Micron's 23%

@WOLF_Financial @FunOfInvesting x.com/i/grok/share/6…

SERVICENOW STOCK HAS BEEN HIT HARD ... TEVIS THINKS IT'S AN OPPORTUNITY ServiceNow $NOW stock has been sold off as part of a broader "AI is going to kill SaaS" basket trade @FunOfInvesting's counterargument: ServiceNow's growth and renewal rates are holding up, and he thinks the company actually benefits from AI rather than getting disrupted by it. Tevis says ServiceNow functions as an orchestration layer, the more complex enterprise AI use cases get, the more large companies need something like it to manage them. CEO Bill McDermott's own response after that worst-ever trading day ... "We're not seeing demand slow down at all. This is something that's benefiting us, not hurting us." Tevis thinks that resilience shows up in the numbers every subsequent quarter, revealing a business model that gets helped, not hurt, by the same AI wave the market priced it down for.

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Is AI already a better stock market investor than me

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DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory -Says the AI buildout money looks infinite right now, but "money is not infinite" @DanielTNiles

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BLACKROCK CEO LARRY FINK SAYS A NEW ASSET CLASS IS COMING: FUTURES ON COMPUTE "The United States is short power. We're short compute, we're short chips." Fink sees shortages ahead across all three, plus memory. And he thinks the scarcity gets financialized: "I actually believe a new asset class will be buying futures of compute." That is computing power described the way traders treat oil: a commodity scarce enough to hedge, price and trade. "We just don't have enough compute power right now."

@WOLF_Financial @michaelsikand x.com/i/grok/share/6…

THE BEST INVESTING QUOTE MICHAEL SIKAND KNOWS ISN'T ABOUT PICKING STOCKS. IT'S ABOUT WHAT A STOCK CAN'T DO TO YOU @michaelsikand's favorite investing quote of all time come from James Anderson at Baillie Gifford: "The asymmetric payoff structure, you can make far more if you're right about a stock than you can lose if you're wrong, is the fundamental attraction of investing in equity markets." A stock's value can go up by hundreds of thousands of percent. It can only go down 100%. That asymmetry is the entire case for taking real risk instead of playing it safe.

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This is how the NASDAQ 100 has performed each full year since 1999 1999: +79%🟢 2000: -36.1%🔴 2001: -33.4%🔴 2002: -37.4%🔴 2003: +49.7%🟢 2004: +10.5%🟢 2005: +1.6%🟢 2006: +7.1%🟢 2007: +19%🟢 2008: -41.7%🔴 2009: +54.7%🟢 2010: +19.9%🟢 2011: +3.4%🟢 2012: +18.1%🟢 2013: +36.6%🟢 2014: +19.2%🟢 2015: +9.5%🟢 2016: +7.1%🟢 2017: +32.7%🟢 2018: -0.1%🔴 2019: +39%🟢 2020: +48.6%🟢 2021: +27.4%🟢 2022: -32.6%🔴 2023: +54.9%🟢 2024: +25.6%🟢 2025: +20.7%🟢 2026*: +13.4%🟢 (So far)