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RESONAC $4004: MS raising TP post meeting w/ CEO Takahashi-san, who emphasized Resonac's unique visibility into the semi supply chain given high market share in many different types of back-end materials. Q1 results defied weak seasonality and co's conservative F12/26 guidance is now viewed as too low. MS pegs 26e EPS 32% higher than co guide and 10% above street, for +68% OP growth and +252% net profit growth YoY. CCLs already strong but Non-conductive film (NCF) for HBM4 and hard-drive media will start to contribute significantly in 2H.

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Treasury Secretary Bessent says one of the SpaceX founders contributed nearly 2 million shares to Trump Accounts. "We're going to keep it pretty vanilla with this," but philanthropists can contribute large single stock blocks "at a certain level," Bessent tells @Jenniferisms.

BREAKING: Iran’s Foreign Minister Araghchi says Iran’s “defense doctrine is clear: eye for an eye.” “Any aggression against Iran, including our infrastructure, will compel a powerful and decisive response. Those who contribute to such aggression, whatever the kind of support, will also be considered as legitimate targets,” he says.

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Some of our favorite people in the open-source world have become EverMind Ambassadors: @li9292, @zstmfhy, @Synslius, @xiqingongzi, @Tz_2022 Open source has never been only about code. It’s built by people who care enough to contribute their time, energy, ideas, and passion, often simply because they believe in what a community can become. That spirit means everything to us. Our ambassadors aren’t defined by whether they write code. They contribute in some of the ways that matter most: organizing events, sharing thoughtful feedback, supporting users, running communities, connecting people, and helping ideas spread. That’s the kind of contribution that makes open source real. We’ve had the chance to work alongside truly generous and talented people, and we’re proud to be building more closely with them. With these ambassadors and the wider EverMind community, we’re excited about what we’ll build together, online and off.

Imagine if Biden’s Pentagon did this… The U.S. military jammed GPS signals during a training exercise in May. A medical flight lost GPS, became disoriented, and crashed into a mountain, killing all four people onboard. Americans deserve answers about how a military exercise was allowed to contribute to such a tragedy.