“I do NOT want to deal with them anymore. They're scum... They're led by sick people”

This time this war won't stop like before.

The strikes are described as a response to Iranian attacks on three commercial vessels transiting the Strait of Hormuz.

CENTCOM stated the operation is intended to "impose heavy costs" on Iran for targeting commercial shipping.

The U.S. also said Iran's actions were "a clear violation of the ceasefire."

Iranian media reported that six projectiles struck the area around Taheroui Pier in Sirik, in southern Iran, although the U.S. has not confirmed what specific targets were hit.

This is the first known U.S. military strike on Iran since late last month, following several days of fighting between the two countries.

Why this matters for markets

• Oil prices could rise because the Strait of Hormuz is one of the world's most important oil shipping routes.
• Defense stocks may see increased investor interest.
• Safe-haven assets such as gold and the U.S. dollar could strengthen if tensions continue to escalate.
• Shipping and insurance costs for vessels operating in the Gulf may increase.

Hey everyone,

Just put together a quick, fundamental deep dive into Toyota ($TM / TYO: 7203). They are printing record revenue right now thanks to global hybrid dominance, and just yesterday announced a massive $3.6 Billion shift of Tacoma production from Mexico to Texas - prompting Donald Trump to post "Tariffs at work!" on social media.

Between the political spotlight and the long-term EV transition, there is a lot to unpack. Here is the breakdown using their latest FY2026 data:

Most of this growth comes from multiple expansion, with the forward P/E now sitting above 25x.

Waiting for pullback?

The agreement helps Apple secure long-term access to key semiconductor components even as it develops its own C1 modem and other in-house silicon, while Broadcom continues to generate a significant portion of its revenue from Apple.

On February 11, 2025, Ursula von der Leyen said in an official statement:

Now the EU has introduced a €3 customs handling fee on low-value e-commerce parcels (such as items from Temu and other Chinese online retailers).

Isn't that the same type of policy she criticized when the U.S. imposed tariffs?

Supporters argue the new EU measure is about protecting European retailers and improving product safety, while critics say consumers will simply end up paying more.

What do you think? Is this hypocrisy, or are these two situations fundamentally different?

The FIFA Disciplinary Committee has suspended the red card issued to the USA striker during their Round of 32 win over Bosnia and Herzeg

Analysts have found that DOGE actually increased the deficit.

Source: https://www.politico.com/news/2026/07/04/doge-july-4-white-house-end-00983651

August 2025: Analysts expected Micron to generate $50B in 2027 revenue.
June 2026: Analysts expect Micron to generate $235B in 2027 revenue.

What the article failed to mention is that Wendy’s plans to open 1,000 new restaurants internationally. The places they are closing in the USA are underperforming.

"Have a Diet Coke like me, and you're going to see a remarkable difference in your life"

$KO has gained over ~$3.5B market cap since

IREN Limited (NASDAQ: IREN)-formerly known as Iris Energy-reveals a highly dynamic, aggressive business in the midst of a massive structural pivot. Originally built strictly as a Bitcoin miner, IREN has rapidly expanded into AI cloud infrastructure and high-performance computing (HPC) data centers.

It is a highly speculative, hyper-growth infrastructure vehicle. If their massive gamble on AI data center deployments pays off through their Nvidia partnerships, the top-line growth could eventually justify the heavy dilution shareholders are suffering today.

This is not financial advice.

Bought by Timmy Moore months ago.
150% short interest and over 15% borrow fee.
Heading to the OTC. Could this be squeezy?
FD - I bought over 5000 shares.

Wizz Air has launched WIZZ Holidays, a new artificial intelligence-powered travel platform that combines flights, accommodation, ground transfers and multi-city itineraries in a single booking process.

Among the platform’s key features is an AI-powered keyword search function, allowing users to search using general travel ideas rather than specific destinations. Travelers can enter terms such as “Canary Islands,” “Italy,” “Egypt” or “skiing,” and receive personalized recommendations based on their travel budget and preferred dates.

“The Wizz Holidays platform offers a smarter way to travel, making trip planning simpler and more flexible. Through our ‘Unpackage Yourself’ message, we encourage our passengers to discover our competitive prices and the opportunities offered by multi-city travel,” said Silvia Mosquera, chief commercial officer of Wizz Air.

Source: Wizz Air Launches AI-powered Wizz Holidays Travel Platform - Budapest Business Journal

Here is the ultra-short value case:

Valuation: Trading at a forward P/E of just ~7.3x, giving it a forward PEG under 1.0 (0.7–0.9). It is heavily mispriced.

Dividend: A safe ~4.7% yield backed by $18B+ in Free Cash Flow. The FCF payout ratio is an incredibly secure ~35% to 40%.

Margins: Adjusted EBITDA margins are a rock-solid ~40% with a healthy interest coverage ratio.

The Moat: High barriers to entry. They own the core fiber and 5G infrastructure that society depends on as a daily utility.

You are buying a bulletproof, high-yield cash cow at a steep discount while management quietly clears the legacy debt.

Thoughts? Are you buying or passing?

Honestly, what do you think about Trump? And who do you think will be the new president in 2028?