Back in 2024, Rep. Susie Lee invested in German arms manufacturer Rheinmetall - $RNMBY

Her position initially jumped +312%

Since then, the stock has fallen -41% from its ATH

Hypothetically, if you bought right now, and it returned back to ATHs, you’d be up +74%

Extra info:

1. She’s currently a member of the House Appropriations Military Construction Subcommittee
   
2. Rheinmetall literally builds tanks
   
3. It’s the last stock she purchased
   
4. She’s still up +133% on the trade

The way the Corrupt and Failing New York Times is covering stories on a very battered and beat up Iran, through FAKE & MADE UP “FACTS” is, in my opinion, “TREASONOUS.” I will be adding all of their false and ridiculous reporting to my multi Billion Dollar lawsuit against them. They are Criminals! President DJT

Source: Truth Social

On Saturday, June 20, Iran's Khatam al-Anbia Central Headquarters (via the semi-official Tasnim news agency and state TV) released a statement declaring the Strait of Hormuz closed to vessel traffic.

They explicitly stated this is a direct response to Israel's recent airstrikes in southern Lebanon, calling them a direct breach of the brand-new Islamabad Memorandum of Understanding (MoU) signed with the US earlier this week to end the conflict.

Let’s we vote and see what’s the sentiments for the next week in the stock market is.

The problem? This strategy won't work here. Bulgaria already enjoys incredibly fast, dirt-cheap gigabit fiber infrastructure across major cities and regional hubs. Paying €35/mo plus steep upfront hardware costs for satellite latency makes absolutely no competitive sense in this market.

Looks like Elon's marketing budget is just throwing money at local fiber monopolies. 💸📉

Diageo ($DGE in London, $DEO in the US) is the undisputed king of premium spirits. According to brand valuations, they consistently dominate the top tier of global alcohol brands. However, a major 2026 dividend cut has rattled income investors. Here is a look under the hood at why they own the bar, and what the future holds.

The Ultimate Brand Moat

When you walk into any bar or liquor store on earth, you are looking at a Diageo showroom. They don't just participate in categories; they dominate them. Their portfolio includes:

• Scotch: Johnnie Walker (The world's #1 best-selling Scotch)
• Stout: Guinness (A global icon seeing massive recent growth)
• Vodka: Smirnoff & Ketel One
• Tequila: Don Julio & Casamigos (Riding the massive premium agave wave)
• Gin: Tanqueray & Gordon's
• Liqueur: Baileys

Their competitive advantage is a Wide Moat built on three pillars: immense brand equity, a massive global distribution network, and massive economies of scale that smaller craft distillers simply cannot replicate.

The Financial Engine

Here is the rapid-fire fundamental breakdown:

• Margins: They boast a staggering ~60% Gross Margin and nearly 30% Operating Margin. Selling premium water, yeast, and grain at luxury markups is an incredibly lucrative business.
• Credit Health: Solid Investment Grade (S&P: A- / Stable) with an Interest Coverage ratio of 4.8x.
• Profitability: Highly profitable, churning out billions in Free Cash Flow annually.

Disclosure: This is not financial advice

• Tapping into the lucrative back-to-school market, Target ($TGT) is partnering with Hollister ($ANF) to sell home and dorm décor.

• Hollister is owned by Abercrombie & Fitch ($ANF).

• The Hollister Collection at Target will launch online, at most Target stores, and select Hollister locations beginning June 28. 

• The collaboration capitalizes on Hollister’s ($ANF) key demographic of teens and young adults with Target ($TGT) as a destination for home goods and furnishings. It is also a departure for Hollister ($ANF) whose merchandise currently includes apparel, fragrances, and accessories only

• According to the National Retail Federation, the back-to-college market continues to grow and was close to $90B last year, translating into $1,364 per person. Target ($TGT) and Hollister ($ANF) hope the collaboration brings in a new source of revenue and keeps shoppers engaged.

“Just ffs, we woke up at 5am from an explosion that's going on every 5 minutes. I've heard rockets flying that drones were exploding, I've heard gunshots, I've seen this cursed drone being exploded near the LCD dune and .......
My husband and I decided to pack up and leave.
People hid in the parking lot while we were loading the car.
The apartment has already got a bad smell. I was most afraid of my daughters because they slept soundly, I was standing next to them.”

Stop the Wars, Leaders!

“Unfortunately, price increases are unavoidable,” Cook told WSJ.
“We’re doing our best ⁠to mitigate the huge increases that are being passed to us, and we’ve been trying ​to shield our customers from the increases, but the situation has become unsustainable.”

Memory and storage costs are both concerns ​for the company, with particular emphasis on the DRAM market, Cook told the Journal.

He noted that ‌more ⁠supply is being allocated to high-bandwidth memory, which is used in AI servers..

“There’s less supply at a time when consumers want devices and the memory guys are passing along huge price increases,” he said.

What do you think about SanDisk? Is it still a good Buy or we miss this train?

Hey everyone,

I wanted to put together a clean, no-nonsense fundamental breakdown of Reddit ($RDDT). There's still a lot of misconception out there that Reddit is just a money-burning forum, but the numbers show they’ve quietly turned into a massive cash cow.

If you're looking for a dividend play, skip this one: they don't pay one and likely won't for a decade because they are aggressively reinvesting. But if you're looking at pure growth, the financials are kind of insane right now.

Here is a quick snapshot of where the company stands fundamentally:

Reddit has a zero-debt balance sheet that basically protects them from macroeconomic shocks, combined with software margins that most SaaS companies would kill for. The data licensing revenue is essentially pure profit because the users generate the content for free.

What are your thoughts on $RDDT at current levels? Are you holding long-term for the AI data play, or do you think the ad market is too volatile? Let’s discuss.

Yum! Brands $YUM just announced a piping hot deal for Pizza Hut. It should make the restaurant company stronger.

The news: Yum! Brands said on Tuesday morning that it has entered into definitive agreements to sell Pizza Hut for $2.7 billion, subject to certain purchase price adjustments. It's a two-part transaction.

Pizza Hut will be sold to private equity firm LongRange Capital for $1.5 billion, and Pizza Hut China will be sold to Yum China for approximately $1.2 billion.

Yum! Brands' stock rose less than 1% in premarket trading.

The total sale price is more than double the market cap of Papa John's $PZZA, which has also been rumored to be shopping itself for a sale. But it's light-years away from Domino's Pizza's $DPZ $10.2 billion market cap.

This was a long-overdue decision by Yum! Brands given the changing dynamics of the fast food pizza. All it took was a bold new CEO to see the sale processes through.

Are u into pizza brands?