RT mert | helius.dev (@0xMert_)you put shopping on the internet, and you get a trillion-dollar outcome (Amazon, Shopify)you put Hollywood on the internet, and you get a trillion-dollar outcome (Netflix, etc)you now put markets on the internet, and you get Solana, an eventual trillion-dollar outcome ...

Core Insights - Intel stock surged nearly 7% following reports of potential government investment and a significant stake from SoftBank, indicating renewed investor interest and potential for a stock rally [1][2] - The company has faced challenges including declining revenues and market share losses, but government backing and a domestic manufacturing edge could drive a turnaround [2][4] - Intel's revenue is projected to decline to about $52 billion in 2024, but there are signs of potential recovery with a projected annual growth of 7% from 2025 to 2028 [4][9] Revenue Trends - Intel's revenues fell from $79 billion in 2021 to $53 billion in 2024 due to a cooling PC market and competition from AMD [4] - The PC market is expected to recover with low single-digit growth, but Intel's sales are still projected to dip by 2% this year [4] - A rebound in CPU-related spending and stronger product offerings could position Intel to benefit from the recovery in the PC market [8] Margin Analysis - Intel's adjusted net margins have declined from around 29% in 2021 to approximately 8.5% in 2023, with negative margins expected in 2024 [10] - The company plans to cut $1.5 billion in operating expenses and lay off about 25,000 employees, which could improve margins over time [11] - If margins recover to about 20% by 2028, this could significantly enhance profitability [11] Valuation Insights - Currently trading at about $25 per share, Intel's valuation reflects a high earnings multiple, with potential for significant upside if growth resumes [12] - If revenue grows to about $64 billion by 2028 with adjusted net income reaching nearly $13 billion, the stock price could approach $60 per share [12] - The turnaround timeline is flexible, with potential gains expected as key metrics improve [13]

Core Points - Saily, a travel eSIM app by NordVPN, is launching a referral contest from August 13 to September 15, 2025, targeting users in Australia, the UK, the US, and Germany [1][2] - The top 10 users with the most referrals will each win a US$500 Amazon gift card, with a total prize pool of US$5,000 [1][3] - Each successful referral earns users US$5 in Saily credits, which can be used for purchasing data plans [2][3] Contest Details - The contest is open to all Saily users in eligible countries, encouraging them to refer friends to join the platform [2] - Users can refer an unlimited number of friends, increasing their chances of winning [3] - To participate, users must access their unique referral code in the Saily app and share it with friends [3]

Core Insights - Hertz has announced a partnership with Amazon Autos to sell pre-owned vehicles online, aiming to enhance its retail operations and profitability [1][3] - The initiative allows customers to browse thousands of used Hertz vehicles on Amazon, complete purchases online, and pick up vehicles at Hertz locations [2][5] - This partnership marks a significant expansion for both Hertz's car sales business and Amazon's automotive offerings, which previously focused solely on new vehicles [3][4] Company Strategy - Hertz's strategy includes increasing its digital retail presence and making its used vehicle inventory more accessible, aligning with its broader goal to boost retail operations [5] - The company is focusing on fleet management, revenue optimization, and cost efficiency as part of its "Back-to-Basics Roadmap" turnaround plan initiated after its bankruptcy during the Covid-19 pandemic [6] Market Performance - Hertz reported its strongest-ever quarter for retail vehicle sales in Q1 of this year, indicating positive momentum in its sales operations [6] - The Rent2Buy program, allowing customers to rent a used car before purchasing, has also gained traction and is set to expand to over 100 cities [7]

Blockchain & Cross-border Payments - Blockchain technology enables small businesses to achieve the same global reach as large corporations like Amazon and Google [1] - Zeconomy partners with Ripple to utilize Digital Commercial Paper on the XRPL for instant, compliant cross-border payments [1] - The partnership aims to unlock new opportunities for businesses worldwide through improved payment solutions [1]

Market Trends & Price Movements - Bitcoin experienced a retreat alongside a pullback in tech stocks [1][2] - Ether fell by more than 35% to $4,190 [3] - Solana's SOL token also decreased, dropping below $180 [3] Company News & IPOs - Figure Technology, a blockchain lending company, has filed to go public on the NASDAQ [1][4] - Figure Technology reported $191 million in net revenue for the first 6 months of 2025, a 22% increase compared to the same period last year [4] - Figure Technology reported a net income of $29 million for the first 6 months of this year, compared to a net loss of $13 million in the same period last year [4] - Tether hired Bo Hines to lead its US digital asset strategy [5][6] Regulatory & Legislative Developments - Wyoming will launch its own US dollar-backed stablecoin called Frontier Stable Token [7] - Congressman Brian Style discussed the Clarity Act, emphasizing its importance for fostering innovation and protecting consumers in the crypto space [10][12] - The Clarity Act aims to establish a clear regulatory framework for crypto, addressing the current lack of regulatory clarity in the US [11][13] - The Genius Act, a stablecoin regulation bill, has been signed into law [8][16] - The industry anticipates significant investment in the stablecoin space in the US following the enactment of the Genius Act [29]

Group 1: Intel and SoftBank Investment - Intel announced a $2 billion investment from SoftBank, with shares rising 5.4% pre-market, as SoftBank will purchase Intel common stock at $23 per share [3] - This investment will position SoftBank as the sixth largest investor in Intel, holding an equity stake of slightly less than 2% [3] - SoftBank's CEO, Masayoshi Son, emphasized the importance of advanced semiconductor manufacturing in the U.S. and Intel's critical role in this expansion [4] Group 2: Sinclair and Tegna Merger Talks - Sinclair has reportedly proposed a merger of its broadcast TV operations with Tegna, which is in advanced talks for a potential sale to Nexstar Media Group [5] - The merger faces challenges due to the combined debt load of Sinclair and Tegna, with Tegna's shares valued between $25 to $30 per share [6] - Sinclair is undergoing a strategic review of its broadcast business and considering separating its Ventures portfolio [6] Group 3: Crocs and NFL Partnership - Crocs has entered a multi-year licensing agreement with the NFL to produce team-branded clogs for 14 NFL teams, adding to its existing sports partnerships [8] - The company anticipates absorbing $90 million in tariff costs this year, leading to a forecasted revenue reduction of 9% to 11% for Q3 [9] - Despite the new partnership, Crocs' shares have declined 23% this year, with most of the drop occurring in the last 30 days [10]

Core Insights - The semiconductor industry is crucial for the ongoing artificial intelligence (AI) revolution, with significant financial implications for leading companies [1] - Nvidia has reached a market cap of $4.5 trillion, becoming the first company to surpass $4 trillion, while other tech giants like Microsoft, Apple, Alphabet, and Amazon also show substantial valuations [2] - Taiwan Semiconductor Manufacturing Company (TSMC) is projected to join the $2 trillion market cap club by 2028, driven by increasing demand for advanced chips due to AI adoption [3][8] Company Overview - TSMC is recognized as the world's first dedicated semiconductor foundry and is highly regarded in the tech industry, serving major clients like Nvidia, Arm Holdings, AMD, and Apple [5] - The company has shifted its revenue focus from smartphone chips to high-performance computing (HPC) and AI processors, with HPC now accounting for 60% of its sales [6] Financial Performance - TSMC reported a 44% year-over-year revenue growth to $30 billion in USD for the second quarter, with earnings per American depositary receipt increasing by 67% to $2.47 [6] - The company anticipates third-quarter revenue of $32.4 billion in USD, reflecting a growth rate of approximately 38% [7] Future Projections - TSMC is expected to generate around $122 billion in revenue by 2025, with a forward price-to-sales (P/S) ratio of about 10.4, necessitating $192 billion in annual revenue to support a $2 trillion market cap [9] - Wall Street forecasts revenue growth of 16% and 19% for TSMC in 2026 and 2027, respectively, with the potential to achieve a $2 trillion market cap by early 2029, possibly sooner due to historical outperformance [10] Industry Impact - The adoption of generative AI is projected to add between $2.6 trillion and $4.4 trillion to the global economy annually over the next decade, indicating a significant market opportunity for TSMC [11] - TSMC is currently valued at 28 times trailing-12-month earnings, presenting an attractive investment opportunity in the AI sector [12]

Viewership & Market Position - YouTube is the single most popular video platform [1] - In the US, YouTube's viewership on TV is much bigger than Netflix, Amazon, and all Disney channels combined [2] - People spend more time watching YouTube on TV than all of Disney's television networks and streaming services combined [2] Oscars & Industry Dynamics - The Oscars are considering YouTube as a potential platform, a move considered controversial within Hollywood [3] - Disney had an exclusive negotiating window for the Oscars rights but let it lapse after investing in the Grammy Awards [5] - Several companies are vying for the Oscars rights, including Disney, Paramount, Netflix, Amazon, YouTube, and Comcast/NBCUniversal [5] - The Film Academy might not choose YouTube due to its limited involvement in the traditional movie business [6] - Choosing YouTube could maximize the audience for the award show [7]

Whether you are looking on Tripadvisor, Airbnb or Amazon, you will almost certainly be guided by reviews from other people. But how useful are they? https://t.co/oh5RueBQEbPhoto: Paul Blow https://t.co/wvKWNJJYay ...