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It was never a fair fight. 🤫
My favourite chart from Goldman’s Mark Wilson’s latest Weekly Mash: Micron’s gross margins.
Post-GFC consolidation has turned one of the market’s most cyclical industries into a business-school case study – margins have now hit 85%.
The catch? Even better cyclicals are still cyclicals.
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RAYE Reminds Artists to ‘Dream Audaciously’ While Accepting Billboard’s Indie Spirit Award
Create your own Ai girlfriend no rules no filter
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Got a new e-bike City cruising is so fun. Bikers, what’s your fave ride? EBike 🌟 💰
