CEO of Laffer Tengler Investments Nancy Tengler on @POTUS' UNGA speech: "I think self-regulation from the companies — solutions around the problems — allow us to continue to grow and continue to see disinflationary growth in the economy." "I thought it was a good comment for @POTUS to make."

CEO of Intel, Lip-Bu Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at the beginning of last year, I said memory was going to be the big bottleneck, and it turned out to be the case. Next year it's going to be even worse. Capacity is very constrained, and a lot of business has slowed down because they cannot get enough memory. Memory prices have also gone up a lot — five, six, seven times. So it's difficult when you're doing a low-end mobile phone or laptop and you cannot have 70–80% of your cost come from memory. The other part, of course, everybody knows is power. Besides just trying to get more power — I was a nuclear engineer scientist before, so power is very important — but also how to drive the architecture to make it lower power for certain applications. High-speed connectivity is very important, and that's why I backed Credo Semiconductor, Astera Labs. Optical has also become very important — I backed Celestial AI, which was sold to Marvel, and Dust Photonics, which I sold to Credo, along with a few others I've invested in. The other part is cooling. Cooling is a big problem — beyond air cooling, now there's liquid cooling and microfluidic cooling, so I've invested in a couple of them." Via @intel $INTC $CRDO $NVDA $MRVL $MU $SNDK

CEOs need to set the tone, engage personally, and show the organization that AI matters. When Heidelberg Materials CEO Dr Dominik von Achten launched a personal "CEO AI Hour," it wasn't a signaling exercise but leadership by example. In conversation with BCG CEO Christoph Schweizer, von Achten shares how he interacts directly with employees at his company who have already built something with AI and then works to scale what they've done. Here’s how one industrial leader is turning personal conviction into organization-wide momentum.

CEOs are begging for crypto traders to pump their stocks and Bitcoin is not even at $80K We did almost as much memecoin volumes as the week solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN launched This is absolutely INSANE LIVE NOW