JUST IN - Amazon's cloud unit suffered at least two outages stemming from "errors" involving its own AI coding bot.

Read here: https://www.disclose.tv/id/ifhzhw7zz7/

@disclosetv

JUST IN - U.S. Supreme Court rules 6-3 against Trump's tariffs enacted under a federal law intended for national emergencies.

Ruling: https://www.supremecourt.gov/opinions/25pdf/24-1287_4gcj.pdf

@disclosetv

NOW - Marco Rubio meets with UK Foreign Secretary Yvette Cooper, taking no questions from reporters.

@disclosetv

The UK is privately going to get an ass whipping & learn what sanctions it will suffer as a result of betraying its only real security partner.

The Tariffs aren’t going anywhere.

Hedgie

Phison's CEO says the NAND flash shortage could shut down entire consumer electronics companies in 2026. He expects smartphone production cuts of 100-250 million units, with PC and TV shipments also dropping. His assessment: "consumer electronics are finished" and the market "will see a lot of victims" in the second half of 2026.

One of the three major NAND foundries is now demanding three years of cash prepayments upfront, something unheard of in the industry. 8GB eMMC modules used in consumer and automotive products rose from $1.50 to $20 last year, a 13x increase. Even at those prices, they're hard to find. Phison's customer fulfillment rate is under 30%.

My Take
Add NAND flash to the list. I've been covering HDDs sold out through 2028, memory prices up 60%, electricians pulled from housing to wire data centers, generators on year-plus backorders. Now a major storage executive is warning that smaller companies might not survive the year because they can't secure supply at any price.

This dynamic keeps repeating and it feels like deja vu. AI infrastructure consumes components faster than production can scale, and enterprise buyers with deep pockets lock up capacity years in advance. Consumer electronics companies compete for scraps.

When a foundry demands three years of cash upfront, they're telling smaller buyers not to bother. If you're in the market for storage, memory, or consumer electronics this year, I'd buy sooner rather than later. Prices are climbing and availability is getting worse, not better. Pua expects things to deteriorate further as AI shifts from training to inference, which requires even more storage. The squeeze isn't easing anytime soon...

Hedgie

https://x.com/HedgieMarkets/status/2024302415814521112?s=20

A Virginia judge has BLOCKED a Democrat-backed constitutional amendment referendum that would allow the Legislature to redraw the state’s congressional map.

https://x.com/scotus_wire/status/2024613581824659925?s=20

Chicago Bears are moving out of Chicago, building a stadium in Indiana

https://x.com/i/status/2024505408698630568

@WeTheMedia

🚨 LMFAO! President Trump issues a pardon to a young girl who's getting DETENTION for attending his speech instead of school

"You are FULLY pardoned! Don't worry — just tell the teacher I said it's FINE!"😂

Best president ever!