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The Fed Is Finished
Markets shrugged off the Fed’s latest rate decision for the first time in decades. Why? Because it no longer matters. With the White House deploying billions through direct investments and industrial policy, a new era of government-controlled capitalism is here.
I think the crash in rare earth stocks today in response to the White House shelving plans for critical mineral price floors is overdone.
The fear is ...
Datacenters. In. Space.
The next big thing.
$ASTS $RKLB $PL
Strong quarter from $LRCX.
Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross marg...