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RJ Hamster
Trump Accounts are launching. Here’s how the money will…
Trump Accounts are launching. Here’s how the money will be invested.At launch, all funds in a Trump Account will be automatically invested in the State Street SPDR Portfolio S&P 500 ETF, a low-cost index fund that tracks the performance of the S&P 500.
News for you, PeterTrump discloses 21,000 securities trades during first year in officeJoe Biden made a total of 13 stock trades during his entire tenure as president.ABC News These Experts See ‘Screaming Buys’ in AI Stocks After a Recent PullbackAI chip stocks have pulled back from recent highs. Some Wall Street analysts are saying buy the dip.Investopedia June jobs report: US payrolls rose by 57,000, missing expectationsThe US economy added 57,000 jobs last month, fewer than economists had anticipated, government data shows. The unemploymen…Yahoo Finance This Is One of Route 66’s Most Exciting Destinations—and It Has Glamping Sites, a Desert…You’ve never experienced art quite like this.Travel+Leisure DOJ declines to turn over additional Epstein files, says redactions were appropriateA judge ordered DOJ to turn over more files or explain why they were withheld.ABC News Mark Zuckerberg tells staff that AI agents haven’t progressed as quickly as he’d hopedAt an internal meeting, the Meta CEO reportedly said that AI development efforts were not moving as quickly as anticipated.TechCrunch Bessent on Trump’s crypto earnings: “I don’t think there’s an appearance problem”Treasury Secretary Scott Bessent touched on the recent disclosure of President Trump’s crypto earnings, the latest develop…CBS News A grand jury indicts Louisiana’s attorney general in a fight over changes to New Orleans courtsLouisiana’s attorney general was indicted Thursday over accusations she threatened the jobs of New Orleans leaders …Associated Press Largest US power grid PJM escalates emergency actions to avoid blackoutsBy Tim McLaughlin July 3 (Reuters) – Largest U.S. power grid operator PJM said on Friday it was under a federal alert to c…Reuters Weak jobs, declining labor force, could renew Fed debate over state of labor marketBy Howard Schneider WASHINGTON, July 2 (Reuters) – A weaker-than-expected jobs report could renew debate at the U.S.Reuters More like this
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Stories That Inspire
Stories That Inspire
Every day offers a new chance to grow—so explore stories filled with real-life inspiration, practical wisdom, and ideas that fuel your next step forward. Discover uplifting content curated to support your personal growth, and join thousands of readers who visit our site daily for motivation, insight, and a positive boost.
“Strength isn’t always about pushing harder — sometimes it’s the quiet decision to rest and trust the process.”
There are days when simply enduring is the greatest act of strength you can offer. If today was one of those days, let that be enough. You don’t have to solve everything right now — you just have to show up for yourself with kindness. Rest tonight knowing that tomorrow carries its own possibilities.MORE INSPIRATION
You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.
Go forth and be blessed!GET BLESSINGS 🕊️
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Clothing for All Inspired by Arizona • State Forty…
More than just a quality clothing and accessories, State Forty Eight represents a lifestyle, a sense of community and is an expression of pride.
— Read on statefortyeight.com/
RJ Hamster
Ferrari 12Cilindri Manuale – Ferrari.com
Ferrari 12Cilindri Manuale: Born from two key innovations – the manual shift-by-wire command and the clutch-by-wire pedal – the new Manuale By-Wire transmission system brings a raw physical intensity back to the heart of the V12 experience.
— Read on www.ferrari.com/en-EN/auto/ferrari-12cilindri-manuale
RJ Hamster
The U.S. is better off than it was in…
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RJ Hamster
4th of July Weekend: Live on FOX & NBC/Peacock…
Friday, July 03
Thirty teams. One iconic weekend.
We the people want you to spend the 4th of July watching your team take the diamond. Check out the schedule for this action-packed weekend at mlb.com/july4.
Baseball and The Sandlot on July 4
A movie and a ballgame. Food, fireworks and lawn games. MLB and Ford are taking over classic drive-in theaters for the ultimate doubleheader to cap off Independence Day. Learn More >>
Friday Night Baseball
Catch today’s doubleheader on Friday Night Baseball! Watch Rays at Astros, presented by Essilor progressive lenses, and Brewers at D-backs, presented by Goodyear. Watch on Apple TV >>
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🏎️ Fan Club News: Advanced Pricing Ends Today for…
ADVANCED PRICING ENDS TODAY!
- B PADDOCK INFIELD PARKINGAVAILABLE FOR SATURDAY OF THE LIUNA 150
Don’t Miss the Hauler Parade July 9th! Join us at the White Hart Inn
NASCAR CRAFTSMAN Truck Series Set to Open Paddock On Friday of NASCAR Weekend! Don’t Miss Your Chance to Get Up Close & Personal with the NASCAR Trucks Garages
Stay Local, Eat Local during NASCAR Weekend with One of Our Hotel Partners!
UPCOMING DRIVING EVENTS – Take Your Car on the FCP Euro Proving Grounds (or main circuit!) Plus, Karting!
ADVANCED PRICING FOR NASCAR ENDS TODAY 7/3!
After massive fan support on their debut, the NASCAR CRAFTSMAN Truck Series & ARCA Menards Series return to Lime Rock Park for a Battle at the Bull Ring. Plus, the LRP debut of USF Juniors!
Click the names of the series above to read more about them, and get your tickets today at the button below.
Advanced Pricing Ends Today, 7/3!GET TICKETS – LIUNA 150
B Paddock Infield Parking Available Saturday of NASCAR Weekend
Park right in the heart of the action on race day with LIUNA 150 B Paddock Parking!
Spots are limited and only available in advance — get yours while it lasts.GET TICKETS – B PADDOCK PARKING
Join us at the Hauler Parade July 9th!
Party @ The White Hart Inn — we’ll see you there
After drawing hundreds of residents and race fans to downtown Salisbury last summer, the NASCAR CRAFTSMAN Truck Series Hauler Parade and Pit Stop Party returns to Salisbury and Lakeville on Thursday, July 9.
Nearly 40 brightly colored NASCAR CRAFTSMAN Truck Series haulers will make their way through town enroute to Lime Rock Park, bringing the excitement of the LIUNA 150 race weekend directly to the community.
The celebration will once again center around the free NASCAR Pit Stop Party at The White Hart Inn from 4-6 p.m., where fans can enjoy family-friendly activities, driver autographs and a front-row view of the convoy. The haulers are expected to pass the Inn at 4:30 p.m.
Learn more at the button below!Learn More – Hauler Parade
NASCAR CRAFTSMAN Truck Series Set to Open Paddock On Friday of NASCAR Weekend!
Don’t Miss Your Chance to Get Up Close & Personal with the NASCAR Trucks Garages
For the first time this season, NASCAR fans attending a national series event will be able to step inside the NASCAR CRAFTSMAN Truck Series garages without a separate pass, bringing Lime Rock Park’s longstanding open paddock tradition to the series.
All general admission ticket holders will have access to the NASCAR garage on Friday, July 10, from 2-4 p.m., offering fans the opportunity to get up close to the teams, drivers and trucks that make up the CRAFTSMAN Truck Series.READ MORE – OPEN PADDOCK
Stay Local, Eat Local During NASCAR Weekend with our Hotel & Restaurant Partners!
As part of our continued focus on enhancing the guest experience, we’re proud to expand our hospitality and dining partnerships with a curated group of local restaurant inns, hotels and boutique properties across the region.
These partnerships offer a range of nearby accommodations, from historic inns and lakeside resorts and cabins, to modern hotels and elevated boutique stays, paired with local dining spots that capture the character of the Northwest Corner. Each provides a unique experience, giving guests the flexibility to tailor their Lime Rock Park weekend to fit their style.
Tap the button below to learn more & book your stay today!Learn More – Hotel & Restaurant Partnerships
UPCOMING DRIVING EVENTS
Test the limits of yourself & your car in a controlled environment with Autocross Lapping Days, or get a taste of both the LRP Circuit & FCP Euro Proving Grounds with Track Tapas!
Looking to learn to drive like the pros do? Our Intro to Racing pairs you with professional instructors in both a classroom & on-track setting, getting you your first real steps into racing.
& don’t forget Kart the Park, our arrive & drive karting program where you can race your friends on the FCP Euro Proving Grounds! Take home the ultimate bragging rights with one of our upcoming sessions at the link below.LEARN MORE & REGISTER – DRIVING PROGRAMS
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RJ Hamster
Roundhill Memory ETF Climbs Over 130 Percent Since Launch
Three oil giants buried the same discovery for 50 years (From Behind the Markets)
Is the Memory Rally Still Alive After the Semiconductor Sell-Off?
Written by Jessica Mitacek on July 2, 2026
Key Points
- The recent semiconductor selloff appears to be a valuation correction rather than a breakdown in long-term demand.
- Micron Technology’s market cap grew to approximately $1.2 trillion, with massive year-over-year earnings growth in Q3 FY2026.
- The Roundhill Memory ETF has gained over 130% since its April 2 launch.
- Special Report: Problems at SpaceX: time to get out? (From TradeSmith)
Investors are creatures of habit. They are influenced by behavioral finance, and their decisions are often driven by psychological factors, emotions, and cognitive biases. The result: choices that, in hindsight, could be regrettable.
That subjective decision-making was on full display last week, as the fear-driven semiconductor sell-off wiped out $2.7 trillion in market cap from some of the biggest winners over the past year.
But what we have learned is that those fears—warranted or not—have manifested before. And time and time again, the sellers are left on the sidelines as the tech sector bounces back.
The reality is that despite a series of all-time highs for the major indices, triple-digit gains for AI-leveraged stocks, and a concerning pattern of circular financing, the structural rally in memory chip makers remains intact.
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it? (Ad)
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset – one that gets burned with every transaction on what analysts are calling America’s new financial grid.
The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset ‘Digital Oil’ – and says institutional buyers are already positioned.Get the name, the ticker, and exactly how to buy it
Why Chip Stocks Sold Off Despite Strong AI Demand
Market contrarians have been on the lookout for the next bubble ever since the last one burst. But the ongoing AI-fueled bull market is not the same as the dot-com crash, which was notable for unsustainable valuations, untenable burn rates, and prioritizing growth over profitability.
Rather, the so-called AI bubble has proven to be multi-faceted and constantly evolving. And like any run-up in price, the latest pullback in chip stocks was less a symptom of an overextended market than it was a component of a healthy market cycle.
Still, jittery investors dumped shares over concerns about rising hardware input costs, debt spending, and ballooning CapEx.
Apple (NASDAQ: AAPL), for instance, recently announced price hikes for Macs and iPads, directly attributing those increases to the memory chip shortage.
Gaming hardware is feeling the pressure as well. Microsoft (NASDAQ: MSFT) increased its XBOX console prices, and Nintendo (OTCMKTS: NTDOY) showed similar strain with a Switch 2 price increase set to take effect Sept. 1.
CapEx is another concern. A perceived rift between hyperscalers’ consumption and memory suppliers’ production has surfaced, with investors concerned about potential return-on-investment shortfalls.
Collectively, four of the biggest hyperscalers—Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), and Microsoft—are on track to reach more than $700 billion in CapEx this year. But Wall Street isn’t convinced that that spending spree will materialize in earnings.
Analysts question whether that funding will result in near-term, high-margin revenue, given that those companies aren’t just paying for more hardware; they are paying vastly inflated prices. For example, during its Q3 FY2026 earnings call, Microsoft’s CFO Amy Hood disclosed that $25 billion of its projected $190 billion CapEx is being driven by component inflation rather than new capacity.
Still, even with trillions wiped out from memory chip market caps in June, the PHLX Semiconductor Index remains up more than 11% over the past month, nearly 99% year to date, and 157% over the past year. With the shortage forecast to last at least through 2028 while enjoying a compound annual growth rate of 11.6% through 2030, the recent pullback has proven to be a valuation correction rather than a breakdown in long-term demand.
The Proof in the Pudding for Micron and the Roundhill Memory ETF
In the first half of 2025, Micron Technology (NASDAQ: MU) was a little-known name. In Q1 FY2025, its market cap stood at just over $108 billion. Today, the company’s market cap is approximately $1.2 trillion, making it the 12th largest U.S.-listed company.
Micron has gained over 200% year-to-dateand over 750% over the past 52 weeks. The company hasn’t missed on earnings since Q2 FY2023, and the company’s year-over-year earnings growth in Q3 FY2026 was over 1,358%.
Still, the stock carries a consensus Buy rating, a 12-month price target of more than 20% from current prices, and Micron announced gross margins of nearly 85% and earnings per share of $25.11 when it reported Q3 results on June 24.
Importantly, during its earnings call, the company said it signed 16 strategic customer agreements covering data center, consumer, auto, and other markets, which it believes will transform its business model, showing that demand isn’t being driven solely by hyperscalers.
Meanwhile, one thematic exchange-traded fund (ETF) continues to prove June’s panic-sellers wrong.
Less than two weeks after making its debut, MarketBeat profiled the Roundhill Memory ETF (BATS: DRAM).
The ETF was designed explicitly to provide targeted exposure to the memory chip industry.
Since its launch on April 2, the fund has gained over 130% despite the recent and sizable sell-off.
For context, over the same period, Alphabet—the best Magnificent Seven performer—gained less than 21%, underscoring the raw growth potential of memory chip makers, the ETFs that track them, and the individual and semiconductor stocks that are in their baskets.
DRAM holds Micron, SK Hynix (which recently filed for its NASDAQ IPO), and Samsung (OTCMKTS: SSNLF), which together are three of the newest members of the trillion market cap club. Icing the cake, the ETF also owns Sandisk (NASDAQ: SNDK), Western Digital (NASDAQ: WDC), and Seagate Technology (NASDAQ: STX).
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