Hello there.
Well, Wednesday’s here again, and it seems commentary from billionaires is somehow becoming a weekly thing.
Up Next:
💼 Jamie Dimon's Annual "Everything Is On Fire, But We're Fine" Letter
⚡️ At Least We Finally Have Skinny Pills, I Guess?
✈️ Probably Not Gonna Make It to the Beach This Year…
🎭 Winners & Losers
😆 Meme of the Week
We’ve gotta hand it to Dimon, though. He’s doing political-speak better than most politicians these days. But wait, do you smell that?
🦨 Dimon Calls Out the Skunk at the Party
JPMorgan CEO Jamie Dimon dropped his yearly shareholder letter this week, and it's basically a 48-page memo that says "the world is chaotic, regulations are broken, AI is coming for everyone's job, and also we made a ton of money." Classic Dimon!
Basically, he's worried the Iran war could bring "stagflation" (that fun combo where prices go up AND the economy tanks at the same time). Oil prices have more than doubled since late February, and Dimon thinks this could push inflation back up and interest rates even higher. He literally called rising inflation "the skunk at the party" that could tank stock prices. Between the war, trade battles with China, and what he describes as "poor bank regulations" that are forcing JPMorgan to hold way more capital than needed, the CEO of America's biggest bank is basically saying buckle up.
Buuuuut, he also thinks the U.S. economy has some serious tailwinds right now. AI spending by tech giants is hitting $725 billion in 2026 (up from $450 billion last year), Trump's tax cuts are sending $300 billion back into the economy (theoretically), and deregulation is making it easier for banks to lend. So yeah, things could go sideways fast, but they could also keep humming along. Dimon's thesis is a masterclass in tactical word games: "The outcome of current geopolitical events may very well be the defining factor in how the future global economic order unfolds. Then again, it may not." Thanks for clearing that up, Jamie!
Today’s sponsor:
Technical Brief: How SEAS’s Pentagon Bid Addresses the AI Resource Gap
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Dear Investor, Deep Sea Minerals Corp. (OTCQB: DSEAF | CSE: SEAS) just submitted a formal bid to the U.S. Defense Industrial Base Consortium to provide domestic processing capabilities for critical minerals. The DoW solicitation targets metals used in aircraft, missiles, semiconductors, and defense technologies. Here is what makes this potentially significant: the same metals the Pentagon needs are the same metals powering two other trillion-dollar transformations. The Pentagon needs these metals to build weapons. Its $850B+ budget says so. China's December 2025 export restrictions hit defense supply chains directly. The DoW responded with this RPP, seeking domestic alternatives. SEAS has answered that call with a formal bid that could lead to non-dilutive government financing. The AI infrastructure boom is consuming them at an accelerating rate. Semiconductors, data centers, advanced electronics, all require these critical minerals. AI chip demand is potentially doubling every 18 months. The infrastructure buildout depends on the same mineral access. Two megatrends. One set of metals. One company bidding to supply all of them. SEAS targets both the CCZ and Cook Islands EEZ. Speculative and early-stage with significant risks. But a formal Pentagon bid anchored against three converging megatrends could make SEAS (OTCQB: DSEAF | CSE: SEAS) one of the more interesting opportunities to investigate. |
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Small Cap Investments GENERAL NOTICE AND DISCLAIMER: This communication is a paid advertisement published by Capital Gain Media Incorporated and does not constitute a recommendation, offer, or solicitation to buy or sell securities. Capital Gain Media Incorporated has been compensated by Deep Sea Minerals Corp. with four hundred thousand dollars (USD 400,000) plus applicable taxes for an ongoing marketing campaign, which includes the publication of this communication. This compensation constitutes a significant conflict of interest with respect to our impartiality. This communication is for entertainment and informational purposes only. Never invest solely on the basis of our communications. The owner of Capital Gain Media may buy or sell securities of this issuer for its own profit. Resource exploration and development is highly speculative and involves significant inherent risks. There is no guarantee that Deep Sea Minerals Corp will generate a return on investment. All forward-looking statements involve risks and uncertainties. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult a licensed financial advisor before making any investment decisions. For complete risk factors, refer to Deep Sea Minerals Corp.'s continuous disclosure documents available at www.sedarplus.ca. |
🎤 What Do You Think?
Has AI replaced some of your job or not yet?
What you said last time:
“I've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut."
⚡️ Finance Quick Fix
Novo Nordisk's new Wegovy weight-loss pill is drawing in tons of first-time users, with over 600,000 prescriptions written since it launched in January.
Bill Ackman wants to buy Universal Music Group for $64 billion, offering shareholders a 78% premium and planning to move the record label to the NYSE.
Gold prices dipped slightly as investors keep one eye on Trump's Iran deadline and strong jobs numbers that make Fed rate cuts feel further away.
Wall Street keeps threatening to leave New York but hasn't fully committed, even as JPMorgan's Dimon says the bank will keep relocating people to Texas.
A Citrini Research analyst went full James Bond and traveled to the Strait of Hormuz with $15,000 cash and a pack of cigars to scope out the Iran situation firsthand, and Wall Street is absolutely obsessed with his wild field report.
✈️ The Fight or Flight Response in Full Swing
Airlines are quietly canceling thousands of flights and jacking up prices as jet fuel costs have basically exploded, thanks to the Iran war. In the US, jet fuel went from $2.50 a gallon in late February to $4.88 a gallon by early April. That's nearly double in five weeks. For context, if jet fuel stays at these levels, it would cost United Airlines an extra $11 billion a year, which is more than double what they made in their best year ever.
So, obviously, something’s gotta give. United is cutting about 5% of flights through summer, focusing on off-peak and red-eye routes. Ryanair, Lufthansa, and Scandinavian Airlines are all trimming schedules or considering grounding planes. Air New Zealand axed 1,100 flights. Vietnam Airlines is planning to slash 10-20% of capacity if prices keep climbing. And AirAsia raised fares by 30-40% while cutting 10% of flights because their fuel costs tripled.
The kicker is, it's not just about price anymore; some regions are facing actual jet fuel shortages. Europe and Asia are most exposed because they don't produce as much fuel locally, and the closure of the Strait of Hormuz is choking off supply. Zooming out, higher fuel costs are basically a tax on travel and shipping. That hits consumers, squeezes companies, and adds to inflation pressure. It all loops back to that “skunk at the party” problem.
So if oil stays hot, expect fewer red-eyes, pricier summer trips, and earnings calls where the word “fuel” gets mentioned every 30 seconds.
🎭 Winners & Losers
A lot can happen in a week!
Let’s take a quick look at who struck gold and who struck out since our last issue:
🏆 Winners
Amazon.com, Inc (AMZN): +5.45%
Alphabet Inc. (GOOGL): +11.07%
Microsoft Corporation (MSFT): +3.29%
Apple Inc. (AAPL): +2.08%
NVIDIA Corporation (NVDA): +6.32%
😞 Losers
🫡 Meme of the Week
📈 Stock idea
Analysis provided by altindex.com.
Remember to always DYOR.
Atricure $ATRC
AtriCure is a leading provider of innovative technologies for the treatment of atrial fibrillation and related conditions. The company is committed to developing and bringing to market advanced medical devices that improve the quality of life for patients. AtriCure’s product portfolio includes a range of devices designed for cardiac surgery and ablation procedures, demonstrating their significant focus on the cardiovascular segment of the medical device industry.
The financial data:
Revenue: $141M, a 4.64% increase since the previous quarter and a 13.05% increase since last year.
Net income: $1.8M, which is actually a huge increase of 757.68% since the previous quarter and an increase of 111.28% year over year.
Price momentum: The stock is down 2.20% the past month and down 11.30% over the past year.
RSI: Neutral at 42.5 (What is RSI?)
Alternative data over the past few months:
12% increase in web traffic
44% increase in job postings
82% positive employee sentiment
6% increase in Instagram followers
Current price: $29.57
Target price: $33.00
⭐️ What did you think of today's edition?
That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.
Till next time,
— Brandon and Blake of Invested Inc.
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