Core Viewpoint - Navitas Semiconductor's shares surged by 83.5% in the first half of 2025 due to its partnership with Nvidia to develop next-generation data centers set to launch in 2027 [1] Industry Overview - The increasing demand from AI applications is straining global data center capacity, impacting power grids, networks, and infrastructure [2] - New 800-volt high voltage direct current (HVDC) data centers will convert 13.8 kV alternating current (AC) grid power to 800-volt HVDC, improving efficiency and reducing conversion steps compared to traditional data centers [3] Technological Advancements - Nvidia's new data centers will enhance efficiency, reduce copper requirements, increase reliability, decrease cooling needs, and lower maintenance costs by up to 70% [4] - Navitas Semiconductor's silicon carbide chips are crucial for converting grid power to 800-volt HVDC, while its gallium nitride (GaN) chips facilitate efficient power conversion at the IT rack [5][7] Future Outlook for Navitas Semiconductor - With the new data centers expected to be operational in 2027, significant sales growth is anticipated for Navitas, with projections of 50% and 40% sales growth in 2026 and 2027 respectively [9]

As Bitcoin Matures, Volatility Drops—So Expect Slower Climbs, Say Experts► https://t.co/b1tRiGPIt5 https://t.co/b1tRiGPIt5 ...

What is one of the greatest joys in life? Becoming a parent. After months of anticipation, the first cry of a baby changes everything for their parents. And let's be honest, parenthood, while it's full of joy, also has unexpected challenges. Many of these challenges gags have faced in silence for far too long. Today, we are breaking this. We are breaking this silence by talking about men's mental health, parenting skills, policy changes, and cultural representation. I know there's no crying in baseball, but ...

Market Overview - 62% of S&P 500 stocks are trading above their 200-day moving averages, indicating strong market health and potential for a sustained rally [1] Sector Analysis - **Energy Sector**: Energy stocks are leading the current rally, with ExxonMobil Corp (up over 5% in the past month) and Chevron Corp (up over 7% in the past month) breaking above their 200-day moving averages [2] - **Defensive Sectors**: Utilities and consumer staples are still below their 200-day moving averages but are showing potential for breakout if the market rally continues [3][4] Trading Strategies - **Momentum Trading**: Traders are encouraged to focus on sectors with strong momentum, particularly in energy stocks, to capture upside opportunities [2] - **Defensive Plays**: Defensive stocks can provide lower volatility options for traders looking to participate in an uptrend with reduced risk [4] - **Volatility Utilization**: The elevated VIX near 15-16 presents opportunities for option traders to sell covered calls or cash-secured puts on fundamentally strong stocks, as well as to create swing trade setups [5] Technical Indicators - The market is in a bullish technical stance with most S&P 500 stocks above a key long-term trendline, suggesting a favorable environment for traders to maximize returns [6]

Market Trends - Crypto trading volumes are shifting from centralized exchanges to DeFi and regulated markets [1] - Regulated markets include IBIT options and CME futures [1] Key Players - Deribit has historically been the dominant venue in crypto [1]

Market Trends & Dynamics - Bitcoin has been trading around $10,000 for the past few months [1] - Analysts point out Bitcoin is becoming a less volatile asset [1] - Stablecoin developments and tokenization of stocks are significant for the crypto industry [2] - Increased access and 24/7 trading via cryptocurrency create demand, pushing the market forward [4] Investment & Risk - Portfolio percentage allocated to crypto depends on risk tolerance [3] - Funding via crypto is easier than funding via a US bank, according to US firms [3] Industry Opportunities - Global access to domestic markets is a key aspect of crypto and self-directed investing [3] - Less volatility within crypto assets is a positive sign [2]

Bitcoin ETF & Institutional Investment - Bitcoin 现货 ETF 在美国成功推出，成为历史上最成功的 ETF 发行[1] - 截至 2025 年 6 月 26 日，Bitcoin 现货 ETF 的资产管理规模（AUM）增加了 277 亿[2] - 机构投资是推动 Bitcoin 价格目标的主要因素之一[10] Bitcoin Volatility & Market Performance - Bitcoin 的波动率创下历史新低，约为 42%（按年度滚动计算），目前约为 50%[3][4] - 尽管市场存在波动，但相对于 2011 年和 2012 年高达 200% 的年度波动率，目前的 50% 表明 Bitcoin 的成熟度和机构化程度有所提高[4][5] - 今年以来，Bitcoin 相对于标准普尔 500 指数上涨了约 10%[9] Corporate Treasury & Bitcoin Adoption - 截至 2025 年，持有 Bitcoin 的上市公司数量从 2024 年 12 月 31 日的 74 家增加到 141 家，持有量从 500 亿增加到 900 亿，公司数量几乎翻了一番，持有量增加了 63%[15] - 企业将 Bitcoin 纳入其商业模式的核心组成部分，而不仅仅是投资组合中的一项资产[13][14] Future Growth & Regulatory Landscape - Bitcoin 的链上金融服务（Bitcoin layers）预计将成为 Bitcoin 的重要需求来源，从而在未来几年内建立一个非常强大的金融层[18][19] - The Genius Act 澄清了关于 Bitcoin 以及其他加密资产的监管规定，区分了证券类加密货币和商品类资产（如 Bitcoin）[21]

Newly discovered proteins could help palaeontologists to investigate the behaviour, diet and evolution of animals long thought too old to be studied with molecular tools https://t.co/g7TWLHW1qf ...

Cybersecurity stock Cloudflare Inc (NYSE:NET) pulled back and bounced near its earlier all-time high breakout and 20-day moving average. Now the equity is above open interest (OI) balance at the 190-strike and peak call level, and could run call stack towards the 220-strike by July expiration. In other words, this gives NET a decent chance to hit our targets.  Looking toward the options pits, an unwinding of bearish sentiment could trigger tailwinds. NET's 50-day put/call volume ratio at the International S ...

AND WALTER PIECYK CALLING FOR DISRUPTIVE CHANGE AT APPLE. WE BEGIN WITH STOCKS LOWER AS PRESIDENT DONALD TRUMP FLOATS A HIGHER GLOBAL TARIFF RATE. JOSE MANEYA WRITING "VOLATILITY IS HERE TO STAY. STAY INVESTED IN LOOK FOR THE RIGHT DIVERSIFICATION." JOSE JOINS US NOW.I WANT TO PICK UP ON THE FIRST LINE. VOLATILITY IS HERE TO STAY. WHY IS THAT.JOSE: WE ARE AT AN ALL-TIME PEAK IN TERMS OF THE NOISE IN THE MARKET. OUR TEAM ADDED 26 OR 27 POLICY CHANGES OR CYCLES THAT IMPACTED OR JOLTED THE MARKETS. THE MARKETS ...