🇺🇸 JP Morgan CEO: "Iran has been engaged in rápe, kílling, and muŕder for 47 years. The West allowed proxy wars to continue. We’ve learned our lesson. We should have targeted the head of the snake years ago." Translation: When a $2B banking CEO openly pushes for war, it says a lot about who benefits.

🚨 JUST IN: Stephen Miller breaks it down PERFECTLY "The Democrat Party has become a party of Marxist, communist, socialist, violent extremists, and violent revolutionaries who support the policies that are getting Americans KILLED en masse historically for many years now by criminal illegal aliens!" "This is a party that supports violence against ICE officers, supports violence against federal law enforcement, and engages in conduct and rhetoric and behavior that leads to repeated assassination attempts against President Trump, against President Trump supporters, and against Republican elected officeholders." "It is a terrifying reality, but one we cannot turn away from, ignore, we cannot put our heads in the sand, and pretend the Democrat Party of the 90s or the 80s or the 70s exists anymore, because it is gone! It is gone, and it is not coming back!" This is why we need to nuke the filibuster and PASS IT ALL. SAVE AMERICA 🇺🇸 @StephenM

In 2008, the failure to deliver collateral cascaded into everything else. The unwind took more than a decade. Our Chief Content Officer, @mikejcasey, sat down with Dan Doney, MD, CTO, Digital Assets at @The_DTCC, last week, ahead of Dan taking the stage in Brooklyn this September. His case: Blockchain's killer use is preventing the systemic risk that nearly brought down global markets by making collateral portable and automatic. It's the same force behind "the other RWA," the risk-weighted assets that drive most of the $5 quadrillion DTCC settles a year. "If you're a bank and you're not engaged in the efficient movement of collateral, thanks to blockchain, you're gonna be at a serious competitive disadvantage to those who are." Catch Doney live at the Real-World Asset Summit Brooklyn 2026.

🚨 JUST IN: President Trump just posted Stephen Miller dropping this TRUTH NUKE for every American to hear He nailed it: “The Democrat Party has become a party of Marxist, communist, socialist, violent extremists, and violent revolutionaries who support the policies that are getting Americans KILLED en masse historically for many years now by criminal illegal aliens!" "This is a party that supports violence against ICE officers, supports violence against federal law enforcement, and engages in conduct and rhetoric and behavior that leads to repeated assassination attempts against President Trump, against President Trump supporters, and against Republican elected officeholders." "It is a terrifying reality, but one we cannot turn away from, ignore, we cannot put our heads in the sand, and pretend the Democrat Party of the 90s or the 80s or the 70s exists anymore, because it is gone! It is gone, and it is not coming back!" @StephenM

Intel CEO Lip-Bu Tan sat down with CNBC’s Jim Cramer to talk about Apple; Intel 14A rivaling TSMC's top chip production technology; Shortages of CPUs and substrates; and the state of Intel's turnaround. How to know when Intel signs Apple or other foundry customers: Intel CEO Lip-Bu Tan: “Over time, the IP will be ready so we can serve some of these customers. I think the best indication, when you see I increase my capex, I’m putting money to buy equipment, that means I have real customers. That’s the discipline I have.” Intel 14A manufacturing process and EMIB-T advanced packaging: Intel CEO: “(A14) is 1.4nm, this is the most advanced. To be candid with you, in 2028 we will have risk production. 2029 will be volume production. It will be the same time as TSMC. So that is a major, major breakthrough, and I’m so excited. And we already have multiple customers engaged with us, and we have 0.5 PDK available.” Taking advantage of TSMC’s CoWoS shortage Intel CEO: “Our technology is called EMIB-T, this is the next generation of advanced packaging. We really have the best technology and now we are making sure we can bring it into volume production with reliable yield so the customer can count on us.” CEO: “You know, CoWoS…(TSMC) ran out of capacity, so in a way we’ve become in the unique position to support that and that’s something we are very excited (about).” Shortages of CPUs and Substrates CEO on the CPU shortage: “I’ll give you one example. I had one customer say Lip Bu, we gave you the forecast for this year, but we want to increase 3x, and I say I cannot do it overnight but give me a few quarters and I will catch up. So, I think this demand is not short term, it’s the next couple of years. It’s a great opportunity.” CEO: “Right now, as I mentioned, CPU is in high demand. And that’s good for me. I cannot even ship enough to the customer. It used to be the CPU to GPU ratio for training was 1-to-8. And now, because of inference and agentic AI, and more agents you have to manage, and orchestration, and reinforced learning, CPU is actually better, so that becomes 1-to-4 and 1-to-1 and some people even talk about 4-to1, and so that’s a huge opportunity to me to drive the CPU....” CEO on Substrates: “A couple of customers have prepaid for substrates, because the substrate supply chain is very tight – so I need to put up the money to secure this material…(and it shows) the commitment to me – so that’s very exciting.” Intel’s Turnaround CEO: “We used to have leadership in data center, and over the years we lost it…We made some big mistakes,” he said, adding he’s brought back some talent to refocus the product lines and that “Coral Rapids will have multi-threading, and will come out very strong.” CEO: “When I took over, the 18A yield was not good, so I had to ask some of the ecosystem partners to help me look at the data, see how to improve. The best practice is to see 7% or 8% yield improvement per month, and now I’m seeing it.” CEO: “The other part is supposed to be the yield performance, defect density, you know at the end of the year to see the target. Now I see that even before the end of the year – so that is very big encouragement for me and also that’s why Panther Lake can be shipped in volume now. And now some customers knock on my door and say Lip Bu, now we hear you are making great progress, can you now open up to outside customers? So that is very exciting. It’s a lot of hard work, it’s a lot of teamwork, it’s a lot of talent I’ve brought on board.” CEO: “In the past we made a lot of mistakes and now we correct the mistake and we’ve simplified the roadmap. By the way, from Day 1 I came on board as the CEO, I have all the engineers report to me so I have an understanding, hear from the customer, and know where are the mistakes.” Cramer: “They didn’t report to the previous CEO?” CEO: “No. And in a way, they had too many silos, too many people reporting…So I decided, the best thing is to really understand where the problem is, so I can focus on the engineering, how to redesign, simplify the product and then get the real killer products out.” Cramer asks about China, Taiwan and the importance of US manufacturing: CEO: “I was very glad for President Trump understanding the strategic importance for the United States to have (chip manufacturing supply chain) and their support is so valuable to me – it’s so critical for the country to have the technology, R&D development, manufacturing in the United States. That’s why I came back in, as a U.S. citizen – as a calling – to do that.” CEO: “From time to time I update President Trump and also (Sec.) Howard Lutnick and they are big supporters of me and we are delighted to have their support.” Going forward: CEO: “I recruited some key talent…and now, by the end of June, I will have my team, what I consider my team, so that we can work on the next 5-years, 10-years, how to become a different company. I call it the New Intel, work at the speed of light, work as a team to progress forward.” $INTC $TSM #Samsung# $UMC $GFS #semiconductors#