1. MAGS Right On Previous High
StockCharts
2. Global Semiconductor Billing Projected to Hit $1T
Global semis billings. “The [Semiconductor Industry Association] projects that the industry is on track to exceed $1 trillion in billings for the first time in 2026.”
Sean Ryan – FactSet
3. Semiconductor Monthly Flows
4. INTC vs. Semiconductor ETF SMH Before Last Nights Earnings …2026 INTC +81% vs. SMH +33%
YCharts
5. Intel Just Breaking Above 1999 Internet Bubble Highs
Google Finance
6. Software Stocks All Trading Together …80% Correlation…One Bad News=All Bad News
Sherwood Media, LLC
7. Total Electricity Generation
Semafor
8. Foreign Private Capital More in Treasuries than Central Banks…Sell America Total BS
Apollo
9. San Fran Rail System Crime Drops 41% and Workers Spent 1000 Less Hours Cleaning Up After Reducing Fair Jumping
The Daily Dirtnap
Found at Jared Dillian Newsletter
10. Percentage of Americans Working After 65 29%
