Platinum PartnerSteve
Platinum Partner
Steve posted an update 2 months ago
Why We Love PYPL for 2026
PayPal is a textbook re-rating candidate.
For several years, the market priced PYPL as:
- A mature payments company
- Slowing growth
- A former pandemic winner
That perception is now outdated.
The 2026 story is not about buttons and checkout pages —
it’s about who controls payments, identity, fraud, and trust inside AI-driven…
Steve posted an update 2 months ago
⚖️ Supreme Court Tariff Decision: A Major Market Catalyst
The U.S. Supreme Court is expected to deliver a highly anticipated ruling as early as Friday on the legality of President Donald Trump’s sweeping tariff program — a decision that could materially impact markets and the broader economic outlook.
At the center of the case is Trump’s use of…
Steve posted an update 2 months ago
🧠 DRAM Is the Bottleneck No One’s Talking About
Over the next two years, the global DRAM industry can realistically support only ~15GW of AI data centers without breaking the existing memory market.
Why?
- A 1GW-scale AI data center running roughly 400,000 GPUs (each ~1,700W TDP) consumes 18,000+ DRAM wafers per month
- This includes HBM (high-bandwidth…
Steve posted an update 2 months ago
Intel Back in the Spotlight — Policy, Tech, and Capital All Align
Intel (INTC) drew fresh attention Thursday after President Donald Trump said he had a “great meeting” with Intel CEO Lip-Bu Tan, reinforcing how strategically important Intel has become to U.S. manufacturing policy.
Trump highlighted that Intel has now launched the first sub-2…
Steve posted an update 2 months ago
📉 Futures Ease as Data + Geopolitics Take Center Stage
U.S. stock futures are modestly lower this morning as markets position ahead of key nonfarm payrolls data later this week and digest escalating geopolitical developments.
- Dow futures: -0.2%
- S&P 500 futures: -0.2%
- Nasdaq 100 futures: -0.3%
Yesterday’s session was mixed:
- The Nasdaq held firm thanks…
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