CASE UPDATE from @FBIPortland: Estacada Man Sentenced to Federal Prison for Distribution of Over 250 Pounds of Methamphetamine During an investigation of an alleged drug trafficker, later identified as Anthony Barrera, 31, investigators learned Barrera rented a vehicle and traveled to California to pick up large quantities of drugs to distribute and sell in Oregon. On May 24, 2025, officers located Barrera driving the rental vehicle northbound on Interstate 5 and followed him to a rest area near Roseburg, Oregon, where Barrera was arrested. Agents seized 270 pounds of methamphetamine and two pounds of cocaine, which were concealed in the backseat and cargo area of the vehicle. This was one of the largest drug seizures in Multnomah County Sheriff’s Office Special Investigations Unit’s (MCSO SIU) history. Learn more about the investigation by the FBI and our law enforcement partners:

Tough to say if semis have bottomed now. With most AI infra names having green days. - From $SIVE, $AEHR, and $IQE up over 20%. - To $SNDK, $MU and $AAOI up over 10%. Regardless of today's returns, the next couple of weeks will certainly be more important for more clarity: - 22 Jul: $GOOGL Q2: first proper gauge of the ~$750B hyperscaler capex year. - 22-23 Jul: $AMD Advancing AI event: Roadmap read through for foundry loading + advanced packaging + laser type demand into 2027. - 23 Jul: $INTC Q2: 18A yields + foundry commitments are probably the main variables w/ reads on US onshoring & packaging momentum. - 23 Jul: $IBM Q2: already lost a ~25% of its MC so let's see how brutal the market is on guidance misses. - 24 Jul: 10% global tariff expires & new tariffs on dozens of countries expected. It'd be a stagflationary factor that feeds the overarching Fed hike narrative. - 27 Jul: Kimi K3 full weights released - 28-29 Jul FOMC: rate hold expected per experts + Polymarket. Important to bear in mind that rate hikes (or signals of one) would be the AI trade's first genuine regime shift. - 29-30 Jul: $META, $MSFT, $AMZN earnings: more capex datapoints. - 30 Jul: June core PCE And any day we could get a US-Iran ceasefire. There's still a 10 day proposal on the table while strikes keep happening. A proper/confirmed truce would help oil prices and helps semis. Just for a high level timeline of the "main" important events coming up soon. All have some kind of impact on semis to varying degrees. AI capex of course will be most important when the hyperscalers report earnings.

You should launch your own coin on @altdotfun Why? to get a free, non-liquidable x5 long on your favorite asset: I did some math regarding my $zodl coin According to the website, every time zcash goes up by 10% then ZODL goes up by 50% ZEC at 1000$ →ZODL≈ 100k MC ZEC at 5000$ → ZODL ≈ 800k–1M MC ZEC at 10k$ → ZODL ≈ 1.5–2M MC So this is basically an experiment where I don’t need buyers, I just need ZEC to go up. As I’m in no rush to sell, see you in a few years.