The announcement that Japanese chemical heavyweights (specifically Kanto Denka and Central Glass, which control roughly 25% of the global Tungsten Hexafluoride market) are permanently shutting down or indefinitely pausing their production starting July 1, 2026, is sending massive shockwaves through the advanced semiconductor supply chain.

breaking $1100 today?!

Hi everyone,

Share a video essay exploring a structural alternative to traditional industrial policy and fiscal management, titled The "America Inc." Blueprint., would like to have your insights

For decades, standard neoliberal policy has handed out unconditional subsidies to massive corporations with zero strings attached. Taxpayers shoulder 100% of the downside risk, while private shareholders capture 100% of the gains—frequently funneling public liquidity into stock buybacks and executive payouts. Meanwhile, the growing national debt is used as political leverage to demand austerity and cuts to vital social programs.

This framework proposes flipping the script entirely by shifting the state from a passive benefactor to an active, disciplined investor:

• Sovereign Equity & Public Upside: Rather than unconditional grants, any federal backing of critical industries (like the CHIPS Act or green transition tech) would mandate equity stakes, warrants, and board-level governance rights. If the public finances the risk, the public treasury captures the financial reward.
• The Citizens' Portfolio Account: Instead of letting these returns pool invisibly in capital markets, a defined tranche of this sovereign equity would be directly distributed to everyday citizens via formula-driven dividend accounts—explicitly modeled on the Alaska Permanent Fund Dividend and Singapore's Temasek Holdings.
• Funding the Safety Net without Debt: The revenue generated through these sovereign equity returns and disciplined, time-limited tariff protection creates an unencumbered pool of capital. This provides the fiscal flexibility to fund counter-cyclical social stabilization programs and public infrastructure without issuing new debt or triggering legislative deadlocks over tax rates.

To address the obvious public-choice risks of state-directed capital becoming a political slush fund or corporate giveaway machine, the blueprint introduces strict institutional guardrails: an independent Sovereign Investment Board insulated from electoral calendars, a transparent wealth fund subject to rigid legislative oversight, and a statutory requirement for automated asset liquidations.

The core argument is that by giving millions of ordinary Americans a literal, personal financial stake in the nation's industrial output, we transition from being mere taxpayers to becoming collective owners of the economy.

Would love to get this community's perspective on this model. Can a sovereign wealth fund modeled on public equity ownership effectively democratize capital, or does state-backed venture investment inherently carry too much risk of entrenching corporate power?

Seems there's one more boom, whether this week or next week to break 1000 milestone will be dependent how well the 900calls are wiped. Appear MMs are selling Nvidia and collecting MU as MU is better in terms of current P/E and earnings potential. I expect the June earnings report and guidance will be much better than expected due to the Iran war and Samsun strike deal.

so I guess today's closing price would be around $905???

But seems too expensive at its current 74 P/E. The industry average is 35

The Yahoo Finance page shows significant discrepancy between analysts' target prices for MU: The lowest is $249 while the highest is $1,100 (Micron Technology, Inc. (MU) Stock Price, News, Quote & History - Yahoo Finance). This video provides a deep analysis by digging into the risks such as cyclicality, customer concentration, geopolitical exposure, Chinese competition, execution risk, and AI demand uncertainty (https://youtu.be/rbRfaDJRvHs?si=HGxNsJrb2JfwWoMt).

The Yahoo Finance page shows significant discrepancy between analysts' target prices for MU: The lowest is $249 while the highest is $1,100 (Micron Technology, Inc. (MU) Stock Price, News, Quote & History - Yahoo Finance). This video provides a deep analysis by digging into the risks such as cyclicality, customer concentration, geopolitical exposure, Chinese competition, execution risk, and AI demand uncertainty (https://youtu.be/rbRfaDJRvHs?si=HGxNsJrb2JfwWoMt).