RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
Missed It Last Week? Up to 15% Off Online…
Hello Peter,
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RJ Hamster
Royal’s 12 straight hits ties all-time mark
Wednesday, July 08
TOP NEWS
Who is going No. 1? Here’s a case for each of the top 3 candidates
Our MLB Pipeline experts break down which player is most likely to have his name called first on Saturday: Georgia Tech catcher Vahn Lackey, Texas prep shortstop Grady Emerson or UCLA shortstop Roch Cholowsky.
Royals speedster ties MLB record with hit in 12 straight plate appearances
Multiple early picks put D-backs in strong Draft position
Shohei hits another milestone with 300th HR, but there are loftier goals in mind
3 homers, 10 RBIs … by the 6th inning!? What a night for O’Hearn
Skubal strikes again as Tigers, fans savor every start
Marsee helps red-hot Marlins turn up temperature with walk-off vs. Seattle
Misiorowski allows 2 homers, but bounces back to K 11 over 7 innings
Wheeler takes All-Star snub out on Reds with career-high-tying 14 K’s
Skenes keeps Braves at bay for 6, earns first ‘W’ in 10 starts
‘A kid’s dream’: No. 67 overall prospect Lara collects 1st MLB hit in Crew debut
NL showdowns feature Phils vs. Reds, D-backs vs. Padres on ESPN
ADD MLB AS YOUR PREFERRED SOURCE ON GOOGLE
TOP PERFORMANCES
Longest Home Run
Colt Keith
427 ft
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Hardest Base Hit
Jac Caglianone
115 mph
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Fastest Strikeout
Jacob Misiorowski
104 mph
6th Inning
Decisive Play
Marlins
32.9% WPA
10th Inning
1st player to record his team’s first 10 RBIs in a game
1st since Roberto Clemente (1970) to have 5 hits in consecutive games
5th-fastest to 300 career HRs (1,101 games as a batter)
Allowed 1 R or fewer in 8 of 14 starts this season
1st time with 10+ K’s in consecutive starts
PLAY A SPORCLE BASEBALL QUIZ!
MUST-SEE PLAY
Juan Soto had it lined up all the way.
STAFF PICKS
Rookie of Year field playing catch-up to pair of Central stars
Tigers All-Star Kevin McGonigle and Cards shortstop JJ Wetherholt hold a sizable advantage in our latest poll.
This is the definition of a Little League home run
Carson Benge’s hit didn’t even get back to the mound, but three throwing errors allowed him to come all the way around to score.
Paige Sinicki returns to AUSL action for 1st time since breast cancer diagnosis
“One of the best things you’re gonna see in sports all year,” broadcaster Greg Arnold said. Hard to argue with that.
Bloody nose doesn’t stop Cronenworth
Jake Cronenworth’s day didn’t start off well. First he was hit in the face by a ball while taking grounders during BP, then he committed a first-inning error. But he wiped all that away in his first at-bat of the night …
Wait a minute, is that Chourio batting from the left side? That’s right!
Jackson Chourio turned around to bat left-handed — something he said he hadn’t done in years — in the ninth inning of a Brewers blowout, and he put a charge into one 360 feet nearly to the warning track in center field.
Keep track of 2026 All-Star Game replacements
The first batch of new All-Stars were named yesterday, with Jesús Luzardo, Braxton Ashcraft and Riley O’Brien joining the NL squad and Willson Contreras added to the AL side.
SCOREBOARD
MIL 4
STL 3
MIL 10
STL 2
CHC 5
BAL 2
ATH 2
DET 6
ATL 4
PIT 12
SEA 5
MIA 6
NYY 4
TB 6
HOU 6
WSH 3
KC 16
NYM 12
PHI 4
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CLE 1
MIN 3
BOS 8
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TEX 8
AZ 1
SD 4
TOR 9
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LAD 3
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RJ Hamster
SI:AM | Lionel Messi (and Argentina) Did It Again
DAN GARTLAND
Good morning, I’m Dan Gartland. I don’t know what I’m going to do today without any World Cup games to watch.
In today’s SI:AM:
And then there were eight
Brett Davis/Imagn Images
Allow me to pose an impossible question: What has been the best game at this World Cup? Argentina-Cabo Verde? Belgium-Senegal? England-Mexico? Brazil-Norway? Algeria-Austria?
They all have a case, but the answer might be the epic comeback that we saw Argentina pull off yesterday afternoon against Egypt. Lionel Messi’s side trailed 2–0 with just over 20 minutes left to play but kept their hopes of a World Cup repeat alive with a pair of goals in quick succession to tie it, followed by a stoppage-time winner. (Messi scored the second goal in the 83rd minute with a perfect one-touch finish.)
For the defending champions to struggle so mightily against a team composed primarily of players from the Egyptian domestic league was stunning. But Egypt looked like the better team for much of the game and might have pulled off the upset if not for a couple of controversial officiating decisions. First, Egypt had a goal overturned by VAR in the 58th minute due to a foul committed on the other end of the field. Then, just before Enzo Fernández’s winner, Egypt thought there should have been a foul called on Mohamed Salah in the box, but no VAR check was ordered.
Egypt’s manager didn’t mince words after the match. CONTINUE DAN’S COLUMN ON SI
The best of Sports Illustrated
Ranking All Eight Teams Left in the 2026 World Cup
By Sophia VeselyREAD MORE
Brandon Aiyuk Has Only Himself to Blame for His Halted Career
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Super Bowl LXI Road Map: Colts Need Everything to Break Right, Especially at QB
By Matt VerderameREAD MORE
The Big 12 Prefers Not to Talk About the Brendan Sorsby Situation Anymore
By Bryan FischerREAD MORE
MLB’s 10 Biggest Disappointments From the First Half
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WNBA Power Rankings: Separating the Contenders From the Pretenders
By Clare BrennanREAD MORE
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👀 The top five …
… things I saw yesterday:
5. Haissem Hassan’s run on Egypt’s goal that got overturned by VAR.
4. Royals utilityman Tyler Tolbert’s 12th straight plate appearance with a hit, tying an MLB record.
3. The Royals’ hilariously dreadful defensethat allowed the Mets to score three runs on a dribbler back to the mound. (Kansas City went on to win by the preposterous score of 16–12.)
2. Shohei Ohtani’s 300th career homer.
1. Leandro Paredes’s tackle to stop a 3-on-2 opportunity for Egypt in the 91st minute.
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RJ Hamster
Matthew 7:16-18 – Biblical Principle: Reap More Than You…
Matthew 7:16-18
(16) Ye shall know them by their fruits. Do men gather grapes of thorns, or figs of thistles? (17) Even so every good tree bringeth forth good fruit; but a corrupt tree bringeth forth evil fruit. (18) A good tree cannot bring forth evil fruit, neither can a corrupt tree bring forth good fruit.
King James Version Change email Bible version
Combining the principle that whatever is sown will also be reaped (Galatians 6:7-8) with the tendency towards increase means that no matter what a person sows—unless somebody or something intervenes and interrupts the cycle—more will be produced than was sown.
Living according to Christian standards, morals, and ethics can be faked for a while. Consider these verses: “Every good tree bears good fruit, but a bad tree bears bad fruit. A good tree cannot bear bad fruit, nor can a bad tree bear good fruit.” Christian standards, morals, and ethics can be faked for a while, but no matter how guarded a person is, the fruits he produces will betray him. The principle Jesus teaches is also present in the Old Testament, written by Moses in Numbers 32:23, “Be sure your sin will find you out.”
Bitterness, divisiveness, envy, jealousy, lethargy, and other faults of character will eventually show. One cannot accurately predict how much fruit will be produced because too many variables are involved. However, because of the principle of increase over what was originally sown—whether good or evil—there is every likelihood that more will be produced than was sown.
— John W. Ritenbaugh
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🦉 The Night Owl Newsletter for July 7th
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BofA: Digital Dollar Coming 2025-2030 (From Decentralized Masters)
Apple and Broadcom Forge a Decade-Long Silicon Fortress
Written by Jeffrey Neal Johnson
When an ecosystem controls its own processing architecture, it dictates its financial destiny. The industry-wide pivot toward custom silicon has transformed semiconductor manufacturing from a cyclical necessity into the ultimate defensive macroeconomic moat. Securing bandwidth for proprietary design and fabrication is now a foundational requirement for any technology enterprise operating at hyperscale. Investors are seeing a structural shift where off-the-shelf components no longer cut it for top-tier players.
Pouring the Concrete: Inside the 2031 Contract Extension
The recent Form 8-K filing detailing a strategic contract extension between Apple Inc. (NASDAQ: AAPL) and Broadcom Inc. (NASDAQ: AVGO)illustrates this fundamental shift. The two tech sector giants formalized a commitment extending their application-specific integrated circuit and wireless component partnership through 2031.
Wall Street recognized the gravity of this 10-year lock-in immediately. The news sent Broadcom shares gapping up roughly 6% in intra-day trading, establishing a critical technical support level following a late-June semiconductor sector sell-off. This extension serves as a structural hedge against severe macroeconomic supply-chain inflation. By securing exclusive capacity, Apple insulates its core operating margins while guaranteeing a durable revenue floor for Broadcom over the next decade.
Engineering Efficiency: Why Proprietary Silicon Wins
To understand the strategic necessity of this 2031 agreement, investors should look at the specific hardware pipelines involved. Early market consensus anticipated Apple vertically integrating all of its connectivity hardware, but the sheer architectural complexity and heavy capital requirements of custom artificial intelligence (AI) silicon forced a pragmatic strategic realignment. Beyond the baseline radio frequency and Wi-Fi components that power mobile hardware, the new agreement heavily encompasses data center infrastructure.
Broadcom technology is now directly integrated into Apple’s internal AI server chips, codenamed Baltra. Targeted for mass production in 2026, utilizing the advanced 3nm process node, Baltra forms the backbone of Apple’s Private Cloud Compute infrastructure. Standard enterprise graphics processing units require significant power and are designed to handle a wide range of general computing tasks. While powerful, they are inherently inefficient for highly specific, repetitive ecosystem workloads. An application-specific integrated circuit is custom-engineered from the ground up to perform a single, specific function with peak efficiency.
By shifting its cloud infrastructure to Baltra, Apple radically reduces energy consumption per compute cycle and lowers its total cost of ownership. Broadcom provides the critical intellectual property and interconnect technology to enable these bespoke chips to function seamlessly across vast server farms. Deploying proprietary server silicon allows Apple to avoid a systemic reliance on general-purpose chips that command high premiums.
Broadcom is actively expanding its custom architecture footprint alongside other hyperscalers, a strategy validated by the recent joint unveiling of the Jalapeño inference processor. Supplying bespoke infrastructure yields software-like economics, shielding Broadcom from the margin compression typically associated with commoditized semiconductor components.
Reinforcing the Walls: Hedging Against Supply Chain Inflation
Macroeconomic headwinds mandate aggressive supply chain management. Global memory chip prices spiked by 98% in early 2026, driven by insatiable demand for data center deployments. Resource scarcity across the semiconductor supply chain creates immense pressure on original equipment manufacturers.
Apple recently instituted targeted price increases across secondary hardware lines, including Macs, iPads, and HomePods, to absorb the surging costs of global memory. Defending a 27.15% net margin against a hyper-inflationary backdrop requires eliminating volatility wherever possible.
Securing a dedicated fabrication pipeline through 2031 neutralizes immediate supply chain threats. By contractually binding Broadcom to fulfill specific volume and pricing requirements for crucial connectivity and compute components, Apple protects its core product lines from the cost volatility currently plaguing the broader memory markets. The capital allocation strategy here is clear. Spend strategically today to protect the earnings before interest, taxes, depreciation, and amortization margins of tomorrow.
Mortgaging the Fortress: Why Predictable Cash Flows Rule
Institutional capital inherently favors predictability, and the Apple partnership currently accounts for approximately 20% of Broadcom’s total annual top line. Derisking one-fifth of a company’s revenue stream for the next 10 years fundamentally shifts its institutional profile from a cyclical momentum play to a long-duration, high-visibility cash flow asset.
Broadcom currently trades near $371, with a ~$1.75 trillion market capitalization, and carries an elevated trailing price-to-earnings ratio of ~61.5. However, the forward multiple compresses substantially to ~35.5. This multiple reflects projected earnings growth of ~72% alongside robust net margins of 39%. In the most recent quarter, Broadcom delivered an impressive ~48% year-over-year revenue growth rate.
Operating with a guaranteed revenue floor from a $4.60 trillion client affords Broadcom the financial flexibility to fund aggressive research and development in secondary custom silicon markets. The predictable cash flows generated by this duopoly explain why institutional asset managers maintain heavy, concentrated allocations across both equities. The convergence of forward multiples near 35x for both companies indicates that the market is accurately pricing their interdependent supply architecture.
Both entities are aggressively managing their equity floats during this infrastructure supercycle. Apple continues to execute against a $100 billion share repurchase authorization initiated in May 2025, while Broadcom operates a $10 billion buyback program.
These heavy capital return initiatives effectively absorb available float and offset routine executive liquidity events, anchoring the valuation and conceptually reducing future equity volatility. Insider transaction data registers ongoing, routine share distributions. Such liquidity events remain standard for compensated executives and have not triggered institutional offloading.
Short interest registers at healthy, minimal levels across both equities, indicating that speculative pressure against the long-term custom hardware cycle remains effectively non-existent. Broadcom currently carries a beta of 1.45, but the long-term visibility provided by the 2031 extension logically suppresses the forward risk profile.
Finishing the Roof: Capitalizing on the AI Infrastructure Boom
The transition toward custom application-specific integrated circuits requires hardware manufacturers to secure bandwidth for proprietary designs. Leaving component availability up to the spot market introduces unacceptable operational risk.
The strategic extension between Apple and Broadcom proves that locking down custom silicon supply lines is the definitive vector for defensive capital allocation. Investors evaluating the semiconductor sector may want to add Broadcom and Apple to their watchlists as the rollout of custom hardware accelerates. Those monitoring the upcoming earnings cycle should watch for management commentary regarding deployment timelines and subsequent margin stabilization metrics. READ THIS STORY ONLINE
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SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes
SK Hynix’s Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since the AI boom started booming.
With control of approximately 60% of the high-bandwidth memory (HBM) market, which is critical for advanced computing, the opportunity is for investors to gain share in a leading memory pure-play at a discount to its peers. Estimates have SK Hynix Korean listing trading at approximately 8x forward earnings compared to Micron’s (NASDAQ: MU) 13.5x, suggesting an easy double-digit upside immediately upon listing.
While the upside potential for SK Hynix’s U.S. listingis robust, there are a few things for investors to consider, the primary one being volatility. The listing will include the issuance of new shares, representing approximately 2.5% of the existing share count, which will provide a slight headwind for price action.
The offset will likely be massive institutional backing, with several high-profile firms committing to large stakes. Institutional backers include Situational Awareness Partners, an investment firm founded by a former OpenAI researcher, and Coatue Management, a U.S.-based firm focused on technology.
SK Hynix Throws Down the Gauntlet, Micron Will Respond
SK Hynix’s U.S. listing is expected to raise as much as $28 billion in new capital. The money will be used to accelerate expansion plans and buy new equipment, both critical to meeting demand and maintaining product timelines.
The company is strengthening ties with NVIDIA (NASDAQ: NVDA), ensuring it can deliver next-gen products when needed, including HBM4. HBM4 is critical to AI, as it breaks down the memory wall by enabling skyrocketing bandwidth with low power consumption, doubling the speed of HBM3 versions, and offering approximately 75% more memory capacity. The impact on AI will be tremendous.
Catalysts for SK Hynix’s share price include the robust demand for HBM products, which are sold out through 2027, and pricing power. HBM memory pricing is up by high double digits, underpinning growth for SK Hynix and Micron, and is expected to remain hot for the foreseeable future. SK Hynix removed pricing caps that had been in place, allowing it to capture maximum upside while the HBM shortage persists.
Micron, however, is not sitting idly by, allowing SK Hynix to gain share. It is actively expanding its own manufacturing capacity and HBM4 technology, including a major HBM4 hub in Japan, and realigning its die process to more closely align with NVIDIA standards so it can capture a larger share.
The likely outcome is that Micron breaks SK Hynix’s near-monopoly with NVIDIA while cementing its position in the industry. Micron is also capitalizing on its unique position as the U.S.’s only domestic-based memory manufacturer, expanding facilities in Idaho and New York.
Micron May Experience Headwinds—Sell-Side Data Says Buy the Dip
While Micron’s outlook is equally bullish, there is potential for its share price action to lag SK Hynix, at least in the near- to mid-term. The risk is that investors will take profits and reduce their holdings of MU in order to shift capital into SK Hynix. In this scenario, the best-case is that MU’s stock price moves sideways within a range near existing highs, while the worst-case is that it experiences a more robust correction than it already has. Down more than 20% from its post-earnings highs as of early July, Micron’s share price could shed another 30% before hitting solid support.
The caveat is that sell-side interest, as reflected in the analysts and institutional data, remains very bullish on Micron, with a triple-strength tailwind in place. MarketBeat data reveal 38 analysts covering the name, a 92% Buy-side bias in the Buy consensus, and more than 35% upside potential relative to early-July support targets, with coverage rising, sentiment firming, and price targets trending higher over the near-, mid-, and long-term. It is not the consensus figures that matter but the trends, which are leading to the high range and suggest more than 100% is still ahead.
Micron’s stock price action reflects market strength, with a bullish MACD convergence. The MACD, or moving average convergence/divergence, measures market strength and momentum and, in this case, shows a strong, strengthening market more likely to retest its recent highs and move higher than to continue moving lower. The only question is the timing, and that may be by year’s end. Upcoming catalysts include Micron’s fiscal Q4 earnings release in September, along with reports from NVIDIA and Advanced Micro Devices (NASDAQ: AMD), which are expected to confirm that AI demand continues to grow. READ THIS STORY ONLINE
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The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
Written by Jeffrey Neal Johnson
Global equity markets woke up to another severe shock on July 7, 2026. The South Korean KOSPI index dropped approximately 8%, triggering market-wide trading halts for the second time in the past few months. By mid-morning in New York, the contagion had crossed the Pacific.
Major U.S. semiconductor equitiesendured steep intraday contractions. Investors watching foundational assets bleed red are rightfully asking if the artificial intelligence (AI) hardware supercycle has finally fractured. The answer may lie in market plumbing, not corporate fundamentals.
Consecutive trading halts in Seoul have ignited a cross-border margin cascade, compressing valuation multiples across the global technology sector. This aggressive deleveraging cycle can force mechanical capitulation, temporarily detaching equity pricing from underlying demand. Investors with cash and patience could have a rare opportunity to acquire dominant hardware names at liquidity-driven discounts before fundamentals reassert themselves.
Epicenter: The Anatomy of a Liquidity Quake
Understanding the sudden collapse in U.S. technology valuations requires separating the physical semiconductor supply chain from the mechanics of global leverage.
The current sell-off appears to originate largely in the latter. South Korean retail investors heavily utilize margin debt to gain outsized exposure to domestic index heavyweights. When early macroeconomic pressures triggered a regional pullback, leveraged accounts quickly breached their maintenance margin requirements.
When volatility strikes, brokers do not wait for a market recovery. They reduce exposure, tighten margin availability, and liquidate vulnerable accounts when needed. This can create an artificial supply glut on the open market. The clearest evidence of this disconnect is when Samsung Electronics (OTCMKTS: SSNLF) issued record forward operating profit guidance, only to watch its stock price drop alongside the broader KOSPI index.
When Samsung Electronics forecasts record preliminary operating profit and the market responds with an 8% sell-off, it would appear as though momentum capital has exhausted its purchasing power.
In an overleveraged environment, forced liquidation inevitably manifests first at the most vulnerable point of leverage. This describes the current state of the South Korean markets, where involuntary selling appears to have taken control of near-term price action. A localized Asian liquidity crisis can rapidly infect United States equities through algorithmic arbitrage and exchange-traded fund (ETF) redemptions.
South Korea represents a heavy weighting in global technology funds. Widespread trading halts trap institutional capital. Facing immediate redemption requests from panicked investors, portfolio managers must raise cash instantly. Unable to sell their frozen South Korean assets, these managers often blindly sell their most liquid and profitable U.S. holdings.
When this happens, foundational businesses like NVIDIA (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) can absorb significant collateral damage strictly because they serve as highly liquid cash registers for global funds.
Broadcom still benefits from highly lucrative custom silicon networking contracts, and NVIDIA continues to see unprecedented data center demand.
Their forward earnings trajectoriesdo not appear to have materially deteriorated solely due to Samsung’s sell-off.
The selling pressure is best viewed as a mechanical reaction to redemptions from emerging market funds, which could be entirely detached from the underlying health of the semiconductor sector.
Rolling Aftershocks: Why Tomorrow Dips Again
Navigating a hyper-leveraged market requires understanding the timeline of a margin washout. Systemic deleveraging rarely resolves in a single trading session. Standard settlement cycles, overlapping broker maintenance thresholds, and portfolio risk limits can push selling pressure over multiple days.
Retail capital typically accumulates heavily around specific volume-weighted average price clusters during a prolonged bull run. When an index slices through those price nodes, it triggers overlapping stop-loss orders, margin calls, and automated risk-reduction trades. A steep drop today can set up additional forced liquidations in the following session. When the opening bell rings the following morning, brokers instantly execute the next tranche of automated sell orders. This structural reality creates secondary and tertiary gap-downs.
Investors may want to watch for intraday volatility and sudden market-wide drops over the coming days, not as anomalies, but as possible aftershocks of the same deleveraging cycle. These downward spikes represent the visible exhaust of global leverage as it flushes from the system.
Hyperscaler capital expenditure cycles and global wafer fabrication schedules are not directly determined by retail margin calls in Seoul. The physical infrastructure build-out continues at an aggressive pace, even when the mechanical plumbing fails.
Rebuilding: Acquiring Moats in the Rubble
Surviving a global margin cascade requires unleveraged capital and a clear distinction between liquidity pressure and business deterioration.
Portfolios reliant on margin debt or short-term options remain structurally vulnerable to the forced liquidation cycle currently unwinding across the Pacific. Risk parameters should shift toward capital preservation and low-leverage positioning.
Once leverage is reduced or eliminated, the current macroeconomic volatility can offer a rare, systematic entry window. The strategic imperative requires abandoning high-beta momentum trades in favor of defensive, monopolistic infrastructure. Capital deployment should target the primary lithography suppliers and tier-one fabricators operating under non-cancelable, multi-year supply contracts.
Consider the underlying physical constraints driving Taiwan Semiconductor Manufacturing (NYSE: TSM). Next-generation artificial intelligence models require exponentially larger compute pools and are heavily reliant on high-bandwidth memory(HBM).
Fabricating HBM requires three times the physical wafer space of conventional standard memory.
This dynamic creates a supply vacuumacross the global silicon ecosystem.
Taiwan Semiconductor Manufacturing commands a dominant market share in sub-5-nanometer nodes and retains significant pricing power over fabless designers.
A broad market sell-off driven by South Korean retail liquidations creates a profound pricing dislocation for Taiwan Semiconductor Manufacturing, a business whose calendar-year 2026 capacity is already sold out.
A similar structural moat protects ASML Holding N.V. (NASDAQ: ASML).
Operating as the exclusive global supplier of extreme ultraviolet (EUV) lithography systems, ASML holds a dominant position in EUV lithography, giving it one of the strongest moats in the semiconductor equipment market, even though it remains exposed to broader chip-cycle fluctuations.
Advanced neural compute architecture cannot scale without ASML’s hardware, and competitors face a technological barrier that will take decades to overcome.
The extreme ultraviolet lithography machines produced by ASML are the only tools capable of printing the microscopic circuits required for next-generation artificial intelligence chips.
The current multiple contraction provides access to this foundational infrastructure moat at a steep liquidity discount. When global ETF liquidation forces ASML shares lower, it creates a rare opportunity for unencumbered capital to purchase a critical semiconductor infrastructure supplier at a better price.
Solid Ground: Building Long-Term Positions
Experienced investors do not need to attempt to catch the absolute bottom of a rolling margin cascade. Institutional funds execute systematic, predefined tranche acquisitions.
By phasing capital into the market while forced liquidations wash through the system, cautious investors can quietly accumulate dominant semiconductor infrastructure. Securing these assets during a mathematically driven liquidation cycle can improve long-term return potential, but the opportunity still requires discipline.
The best targets are companies whose demand drivers remain intact despite the sell-off: NVIDIA for AI accelerators, Broadcom for custom silicon and networking, Taiwan Semiconductor Manufacturing for advanced foundry capacity and ASML for lithography.
If global margin pressure eases and AI infrastructure demand remains firm, today’s forced selling may look less like the end of the hardware supercycle and more like a temporary reset in the price of its strongest suppliers. Investors may want to monitor whether the next round of earnings confirms the same message: weaker stock prices, but still healthy demand for the companies building the AI hardware stack. READ THIS STORY ONLINE
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Your Night Prayer
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A Night Prayer
Jesus Christ, my God, I adore You and thank You for all the graces You have given me this day. I offer You my sleep and all the moments of this night. I place myself and all my loved ones, wherever they may be, in Your sacred side and under the mantle of Our Blessed Mother. Let Your holy angels stand watch and keep us in peace. Amen.
Quote of the Day
“For in him all the fulness of God was pleased to dwell, and through him to reconcile to himself all things, whether on earth or in heaven, making peace by the blood of his cross.”
— 1 Colossians 1:19-20
Today’s Meditation
“Consider, esteemed reader, how Christ, for the sake of His great love for us, never ceases to bestow upon us new occasions for obtaining His grace and advancing in virtue. And He does this so that we may come to the ultimate goal which He has prepared for us – namely, everlasting happiness and perpetual peace. For this reason, Christ wills all the mysteries of our redemption to be devoutly celebrated so that the memory of these wonders may be constantly renewed in the minds of the faithful. Thus we recall all that the Lord suffered for the sake of our salvation, all that He did so that we should love and worship Him, and all the deeds of His holy life which He left us as an example to emulate.” St. Aloysius Gonzaga, pg. 27An excerpt from Meditations on the Holy Angels
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Examination of Conscience
The daily examination of conscience is an ancient Catholic practice. It’s very simple, and it’s designed to help us identify our sins and weaknesses so that we can improve and grow stronger in the spiritual life, while providing an excellent ongoing preparation for regular Confession. It consists of taking a few minutes at the end of the day to prayerfully review our actions in the light of God’s commandments, followed by the Act of Contrition.1. Reflect on the victories and losses
Actively reflecting on the high and low points of the day can help you live more intentionally and bring a renewed sense of resolve into the following day.
- Review your actions, words, and thoughts today. Did you actively guard yourself against temptation? Where did sin creep in?
- In what moments did you practice virtue and moral courage?
- Were you attuned to the Holy Spirit’s promptings today? Where did you feel His inspiration?
- Ask Him for the graces necessary to follow His Will more purposefully tomorrow.
2. Act of Contrition
O my God, I am heartily sorry for having offended Thee, and I detest all my sins because of Thy just punishments, but most of all because they offend Thee, my God, Who art all good and deserving of all my love. I firmly resolve with the help of Thy grace to sin no more and to avoid the near occasions of sin. Amen.3. Practice gratitude
It is God’s love that has brought you into existence and to this exact moment. Practice looking for His hand in your day.
- Where did you feel His loving gaze upon you today?
- What people or moments helped you see God in your life?
- Thank God for all these moments!
- Ask Him to help you recognize His blessings and providence tomorrow.
4. Renew your commitment to Christ
Remember: our Faith is founded upon a Person—Christ! Renew your personal love and devotion to Him.
- Thank God for the gift of His Son Jesus and our call to be His disciples.
- Tell the Lord of your desire to know Christ more personally.
- If possible, set an intention for your day tomorrow. Ask Our Lord to guide you in this act.
- Pray a Hail Mary, Our Father, or another beloved prayer.
Rest with God
Praise Him, sun and moon, praise Him, all you shining stars!— Psalm 148:3Compline (Night Prayer)Want to help your organization reach thousands of Catholics? Click here to consider sponsoring future Night Prayers.
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