Samsung posted the largest quarterly operating profit in tech history and TSMC beat its own revenue guidance, yet both fell as the 10-year Treasury yield hit 5.35% and oil jumped to 105 dollars; 18 stops fired in profit and cash rose to 23%.
Vistra and Constellation jumped on a $4.2 billion federal nuclear loan commitment and a 20-year Google power deal, while chip equipment and memory fell under a record S&P 500. Five stops fired in profit; what changed in the portfolio.
Three AI-infrastructure stocks fell on share sales, not weak demand, while the Nasdaq hit a record and the US 10-year yield reached 5.32%. What equity issuance means for bottleneck investing, and what changed in the portfolio.
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