This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
THIS tiny company is coming for Nvidia’s crown.
No keynote. Just Apple quietly rewriting the rules.
We’re closer to a deficit solution—if politics doesn’t blow it.
A sweating wall might beat your AC.
And more. Let’s get to it!
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Top Insights of the Week
1. 🤖 The Anti-Nvidia Chip Has Arrived
AI runs on chips. Nvidia leads the pack. But one tiny company is looking to change that… Nvidia didn’t build its chips for AI. They built them for graphics. AI just happened to fit. Kind of. That’s where Positron comes in…
Positron is a tiny startup doing one thing differently… they made a chip just for AI. No legacy baggage. No repurposing. Just clean-sheet design.
70% faster inference
66% less power
3.5× better (on paper) than Nvidia’s H100
That’s bold. But there’s a wrinkle—The H100 isn’t Nvidia’s latest chip. They’ve already moved on to the H200 and Blackwell B200. Both way faster.
Still, this is worth paying attention to…
Positron has raised just $23.5M. And their first chip is already running in data centers, going head-to-head with giants.
If Positron can pull this off with version one, what comes next might be even more impressive.
And what happens if AI gets cheaper, faster, and smaller players can run with it? Disruption doesn’t come from the top. It starts at the edges.
2. 🤔 Apple's Ultimate Power Move
Apple next BIG move with AI… using it to speed up how they design chips…
They started with their own chips—M1, M2, M3—and ditched Intel. Now they're using AI to cut design time. Apple didn’t announce this in a flashy event—just a quiet speech in Belgium.
If this works, Apple won't just have better phones or laptops. They’ll have a system no one else can match. Chips designed quicker, built smarter, launched faster.
This is about more than just tech gadgets… it’s about whether Apple becomes the TSMC of the West…
With a fully automated chip design pipeline that makes them more independent, more secure, and more dominant than ever before.
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4. ⏳ Will Powell Pull the Trigger?
Strong economic data + surprise tariff revenue + potential interest rate cuts = a real shot at narrowing the deficit. But the biggest threat isn’t economic—it’s political hesitation…
The U.S. economy is crushing expectations…
Inflation: Down to 2.4%.
Jobs: Still growing.
GDP forecast: 3.8% for Q2.
Tariff revenue: Doubled in 3 months—$23B in May alone.
Turns out, tariffs aren’t hurting—they’re helping. If this pace holds, we’re talking ~$300B a year in new revenue. If the Fed cuts rates by just 1%, we save another ~$300B a year in interest payments… That’s ~$600B. Without raising taxes. Without cutting spending. Just smart moves.
The only thing stopping it… might be politics…
If the Fed cuts rates before November, it might look like they’re helping Trump. So Powell could wait—even if the data says go.
And if he waits too long, that $600B window might close. And we’re back to the same old debates about what to cut next.
The truth? We might be closer to fixing the deficit than anyone thinks. The tools are there. The money’s there. The moment’s here. Now it’s just a matter of will.
Top 3 Charts of the Week
1. ⚡️ AC Is Eating Up More Power Than Ever

In Singapore, scientists built a paint that sweats. It reflects sunlight and slowly releases water—just like your skin. That cools buildings without cranking the AC.
Unlike older cooling paints, this one works even in muggy places. It could help cut down our growing AC use, which already eats up ~7% of global electricity.
Back in 2001, 77% of U.S. homes had AC. Today, it’s closer to 90%. Cooling the world then took 972 terawatt-hours of electricity. By 2022? That number more than doubled.
2. 📱 Fewer People Are Paying To Use Tinder

Tinder’s trying something old… group dating. They just brought back “Double Date” — friends teaming up to match with other friend pairs.
Why? They’ve lost about 2M paying users since 2022. Growth is stalling. This same idea flopped back in 2016. But now it’s back, dressed up with AI and Gen Z vibes.
3. 📈 Gold Quietly Beat the Stock Market Since 2000

Over the past 25 years gold has quietly beat the stock market—up more than 1,000% since 2000. In a world of apps and AI, people still run to gold when things get shaky—wars, crashes, inflation.
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