The Week in Stablecoins according to @ahbeaudry and @oztxn👇• Stablecoin transaction volume jumps 27% WoW• Visa enables USDC settlement for U.S. banks on Solana• Intuit partners with Circle to integrate USDC across platforms• Klarna pilots USDC-based institutional funding via CoinbaseAlexander (@ahbeaudry):https://t.co/WRKT99VbX7 ...

Stock Picks & Recommendations - First Solar was named a top pick at Mizuho, despite a 6% drop in stock price today [1][2] - Live Nation is considered a top pick at Evercore, seen as a crown jewel in a secular trend of intensified concert attendance [2][3] - Estee Lauder's target was raised to $100 at Jefferies, with optimism for a turnaround by 2026 driven by recovery in US and China prestige makeup markets, margin rebuild plan, and cost-cutting efforts [3][4] - Amtech is at a record high, benefiting from strong momentum in electrical equipment and supplies across commercial aerospace and utilities sectors [6][7] Company Specifics & Industry Trends - Alphabet's move into clean energy benefits First Solar, as Intersect Power is a customer [1] - The speaker believes the Estee Lauder turnaround, called "beauty reimagined strategy," will be slow but driven by a CEO with extensive experience in the prestige market and fixes to distribution problems in China [5][6] - Commercial aerospace exposure has been important in 2024 and is driving momentum for companies like Halmed and Amtech [7] - FedEx is considered inexpensive and is undergoing a turnaround, with a potential run towards $300-$315 [9][10] - FedEx plans to spin off its troubled freight division into a separate publicly traded company (ticker: FDXF) in June, which is expected to unlock shareholder value [10][11] Valuation & Market Sentiment - First Solar is considered cheap on a valuation basis [2] - Amtech is considered cheap on a valuation basis [7] - FedEx is considered one of the most inexpensive names in coverage [9]

Telegram founder Pavel Durov says he will cover IVF costs for women under 37 who want to use his donated sperm, and has promised his offspring a share of his fortune.🔗: https://t.co/ojaizr7wPz https://t.co/VqluJZPsie ...

What do you want in your crypto stocking tomorrow? ...

Challenges Make Bitcoin ...

Chicago Mayor Brandon Johnson will not sign nor veto a city council backed budget for 2026, meaning the spending plan will go into effect without his endorsement https://t.co/dj04GEMaM1 ...

🚨 🚨 🚨 🚨 🚨 65,000,000 #XRP (121,634,495 USD) transferred from #Ripple to unknown wallethttps://t.co/2Zb9ji5mOq ...

RT Arash (@MinimalDuck)We took delivery of the Model Y!! Thank you all for supporting us! Delivery was remarkably smooth! All paperwork done through the app in literally 22 seconds! Build quality is 💯 everything is laser precision, I never payed attention to panel gaps, but OMG these gaps are perfect. Thank you to the amazing people at @Tesla and @elonmusk ❤️ ...

Emerge's "Person" of the Year 2025: Ani’s rise showed how chatbots became partners instead of tools, driving a year of AI intimacy and its human consequences. https://t.co/da2PbfZZjs ...

Market Trends - Soaring valuations are fueling a rush of newcomers into private assets [1]