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You are all idiots. But I will be an idiot with you.

Let’s cue the lights and focus in on the question we’re all asking ourselves. Is she in danger? No, Wendy, you’re the lifeline for so many. The lifeboat in a sea of bad investors. Our world will not be shaken – Wendy will prosper. The rest of the market may believe Wendys is dead. Okay, let them believe. While those “believers” are bagholding their SpaceX (cough, cough, Cathie – cough) there are those who may seek the opportunity to revive a dear old friend. Yes, our pigtailed savior may make

New CEO, NEW CFO, LETS FUCKING GO! Position posted - $3300 shares at basis of $8.58 per share.

JAPAN JUST ANNOUNCED A $2.3 TRILLION INVESTMENT PLAN FOR AI AND SEMICONDUCTORS OVER THE NEXT 14 YEARS Prime Minister Sanae Takaichi just unveiled the roadmap covering the period through fiscal 2040. The bulk of the AI and chip spending goes toward semiconductors and vertical AI built for specific industries. The projected economic spillover effects by fiscal 2040: Semiconductor investment: $2.8 trillion in economic impact Physical AI investment: $895 billion Vertical AI investment: $1.4

There’s normally a plethora of Wendy’s dumpster memes, but it looks like mods purged all of them early this morning. Now it’s all SPCX this and SPCX that. I know we all love some good loss porn, but are we not allowed to glorify our future lives behind the WEN dumpsters?

Saw this chart from Bloomberg/UBS and thought it was worth sharing. The orange line tracks AI token pricing. The black line tracks a basket of AI hyperscaler stocks. Token prices have been trending lower while many AI-related stocks remain near highs. For companies like NVDA, MU, AVGO, and the hyperscalers themselves, AI monetization is becoming one of the most important variables to watch. Lower token prices are great for users. They make AI cheaper and accelerate adoption. But, they also