Welcome back to the VIP Table, nil!

Micron unveiled a $200B chip plan. Congress finally fired up the AI grill. Bitcoin held firm at $105K, oil simmered on ceasefire buzz, and Meta wants to auto-cook your ads by 2026.

Innovation’s on broil, geopolitics are sautéed, and policy chefs are sharpening their knives.

Grab a fork, loosen your tie, and let’s plate this week’s financial feast. 🍽️

- Dan

Featured: Imagine Disney magic reimagined—classic characters brought to life in your living room with Elf Labs’ groundbreaking AR tech. AND, you can be a part of it by invest today!*

Fresh off the skillet, we have AI spice, crypto sizzle, and geopolitical garnishes. Let’s dig in. 🍳

🍽 Elf Labs Cranks Up the AR Heat - Marvel’s Walter McDaniel joins as Head of Animation—Elf’s IP kitchen just got Michelin aspirations

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🧠 AI Impact Summit Debates the Recipe Book - Governance, scaling, and ethics take center stage. The AI stew is boiling—no lid in sight.

⚡ Micron Drops $200B on U.S. Chip Supremacy - Semiconductors get the main-course treatment—America wants to own the whole kitchen.

🗳️ Rubio Confirmed as Secretary of State - Spicy foreign policy ahead. Tariffs, tension, and bold flavors are making a comeback on the global menu.

📅 NATO & G7 Serve Up Bigger Defence Budgets - Military menus expand—more funding, more friction, and inflation’s not skipping dessert.

🧾 Healthcare CFOs Say the Oven’s Too Hot - Margins are melting. Labor costs and regulatory heat are crisping the sector.

📜 Congress Grills AI Policy in D.C. - Lawmakers turn up the heat on AI regulation—no consensus, plenty of smoke.

🔋 Sustainable AI Hits the Menu in Geneva - Green AI Becomes a Course of Its Own: Data Centers on an Energy Diet.

📈 Crypto ETFs Pour in $500M+ as BTC Holds at $110K - Wall Street’s back at the buffet. Institutional crypto now comes with fine linens.

A curated bite of the week’s boldest tickers. 

🍟 NVIDIA (NVDA) – $146.12 (↑1.95%) Still king of the AI kitchen. Blackwell chips remain in hot demand, but whispers of capacity strain are rising like steam.

🍴 Investor Takeaway: Sizzle’s still real—but margins might get crispy as fabs push harder.

💻 Microsoft (MSFT) – $487.81 (↑0.37%) Copilot continues to serve enterprise clients with their digital needs. Azure and AI adoption remain steady.

🍴 Investor Takeaway: Slow roast, not flash fry. Still, the dependable mainstay on any tech investor’s menu.

🔍 Alphabet (GOOGL) – $166.87 (↑1.01%) Gemini 2.5 is quietly improving search stew, but macro clouds and ad market jitters keep the pot from boiling.

🍴 Investor Takeaway: A quality base stock—but needs clearer broth in global ad spend to shine fully.

🕶 Meta (META) – $702.82 (↑0.61%) Zuck’s $15B Scale AI hunger keeps Meta in the kitchen spotlight. Infra bets are spicy—maybe too spicy?

🍴 Investor Takeaway: Appetite for AI infra is strong, but bloat risk is real. Watch digestion signals.

⛽ ExxonMobil (XOM) – $110.31 (↓1.43%) Oil eased on Israel–Iran ceasefire vibes. Exxon’s gravy thickens on dividend strength, but price action cooled.

🍴 Investor Takeaway: Less geopolitical heat = less upside, but value investors are still licking the plate.

🛢 Chevron (CVX) – $145.68 (↓1.18%) Permian efficiency talk kept Wall Street interested, even as energy prices lost some bite.

🍴 Investor Takeaway: Not flashy, but well-cooked—a staple dish for any value-driven portfolio.

🪙 Bitcoin (BTC) – ~$105K (↑3.7%) ETF inflows crossed $1B. Ceasefire relief plus whale buying pushed BTC to hold the $105K line.

🍴 Investor Takeaway: Institutions are plating up—if flows hold, $110K resistance could melt like butter.

🧪 Arm Holdings (ARM) – $152.45 (↑2.2%) Custom AI chip momentum is lifting ARM off the warming tray. Street likes its power-efficiency narrative.

🍴 Investor Takeaway: A rising star in the AI supply chain menu—still a smaller bite, but tasty.

Quick question: What happens when you combine:

• 100+ trademark victories for characters like Cinderella & Snow White
• Patented AR, AI & VR technology 
• A $350B licensed merchandise market
• And a team with $6B+ in licensing deals

Answer: You get Elf Labs—the company building AI-powered 3D worlds where kids can have real-time conversations with their Rapunzel doll or play hide-and-seek with Cinderella–right in their living room!

They're reshaping the $2T entertainment market, and for a limited time, you can invest.

The Catch? Today is the last day to invest & they're about to be sold out!

Learn How to Invest in Elf Labs here.*

The world’s simmering—but nothing’s quite ready to plate. Macro forces are still at play, policy chefs are arguing over seasoning, and Elf Labs has just fired up a new AR grill. Let’s dig in.

📉 PMIs Simmer, Not Sear

Global flash PMI data shows that manufacturing is still half-baked, while services barely keep the pot warm. Demand? Tepid. Optimism? Medium rare.

🍴 Economic Takeaway: No risk of overcooking here—this stew’s still missing a main ingredient.

🗳️ Rubio Joins the Cabinet—Brings a Blowtorch

Marco Rubio officially takes over as Secretary of State, turning up the heat on China, trade, and tariffs. Foreign policy just got spicy.

🍴 Global Garnish: Investors, prepare for hotter headlines and tariff-tinted tanginess.

💣 NATO & G7 Bulk Up the Military Menu

More funds for Ukraine. More defense collabs. More AI in warfare. The global buffet is now serving hard power—extra spicy.

🍴 Geopolitical Serving: Defense contractors are licking their lips. Central bankers? Less amused.

🧾 Healthcare CFOs: “It’s Boiling Back Here”

84% say costs are up, margins are down, and staffing’s stretched. The sector’s under a slow-cooked squeeze.

🍴 Investor Note: Hospitals are serving stress soufflé—high cost, low rise.

📜 Congress Fires Up the AI Policy Work

D.C. finally hosted a real debate on AI governance. No final recipe, but at least they’ve read the ingredients list.

🍴 Chef’s Note: The oven’s preheating. Regulations ’ not plated, but it’s prepped.

🔋 Greener AI Gets on the Menu

At a Geneva summit, AI experts unveiled guidelines for sustainable computing. The goal? Less energy-guzzling, more efficiency in every bite.

🍴 Eco-Friendly Flavor: AI’s going low-emission—finally thinking beyond ‘smarter’ to ‘cleaner.’

⚡ Micron Unleashes $200B Chip Course

Micron’s megabillion plan will super-size U.S. semiconductor capacity. It’s a silicon soufflé—locally sourced, government-backed.

🍴 Tech Plating: Chips are now the entrée, not the garnish. And Micron’s wearing the chef’s hat.

📈 Crypto ETFs Are Back for Seconds

Bitcoin held firm around $ 110,000, helped by over $ 500 million in ETF inflows. Wall Street’s back at the buffet, and they brought wine this time.

🍴 Crypto Pairing: Institutional money is here—and it’s ordering the tasting menu, not just the appetizer.

🍽 Elf Labs Cranks Up the AR Heat

With Marvel’s Walter A. McDaniel now leading animation, Elf Labs isn’t just seasoning IP—they’re cooking cinematic-grade AR experiences with a flair for interaction.

🍴 Content Forecast: Forget filters. This is immersive, intelligent, character-driven cuisine served right to your phone.

It’s prep week before Q3 starts cooking—and the kitchen’s full of central bankers, crypto whisperers, AI law chefs, and global supply chain sommeliers. Let’s see what’s marinating ahead:

🧠 Goolsbee Heads to Aspen with a Side of Inflation Talk (June 30)

Chicago Fed’s Austan Goolsbee is joining the high-altitude think tank to discuss rate cuts, labor slack, and the Fed’s next flavor profile.

🍴 Why taste: One off-script garnish could flip the July rate-cut recipe—or keep markets on a low simmer.

🍽 Fed’s Rate-Cut Debate Turns into a Tasting Menu (June 30–July 3)

With Bowman asking for cuts, Waller softening his palate, and Powell still chewing slowly, expect a week of conflicting monetary appetizers.

🍴 Chef’s Note: Watch tone, not just data. The July Fed meeting is shaping up to be a prix fixe surprise.

🥶 Canada’s May CPI Cools or Curdles? (June 30)

StatsCan’s inflation scoop is due—and a surprise reading could melt or harden the BoC’s rate path.

🍴 Why taste: If prices run hot, expect bond yields and the loonie to sizzle. Otherwise, chill may return to the northern grill.

🌱 OECD Procurement Forum Stirring Up Green Sourcing (July 1–2)

Global officials gather in Paris to implement climate-conscious procurement policies and revise ESG guidelines.

🍴 Investor Fork: Sustainability isn’t just garnish—it’s becoming a procurement entrée. Watch green tech and infrastructure portfolios.

🪙 Bitcoin’s Month-End Bake-Off (June 30)

BTC is aiming to hold the $104K–$106K range into July. Analysts are watching resistance, ETF flows, and Elon’s tweets like sous-chefs watching a soufflé.

🍴 Crypto Crumb: A clean close could plate bullish sentiment for July. A flop? Pass the hedging sauce.

🔥 Iran–Israel Tensions Threaten to Overboil the Oil Pot (Ongoing)

With tensions near the Strait of Hormuz bubbling again, oil traders are watching the Gulf like hawks in chef whites.

🍴 Geopolitical Glaze: If things flare up, expect oil, gold, and defense stocks to heat up—and shipping lanes to get crunchy.

📜 AI Governance Fight Enters the U.S. Kitchen (Before July 4)

The proposed “AI Moratorium Bill” would block states from regulating AI for a decade. Think federal control with a side of Silicon Valley seasoning.

🍴 Why taste: If passed, it sets the tone for AI regulation nationwide. No local spice, just D.C. stew.

🧠 Privacy Meets AI at IAPP’s Navigate Summit (Post-June 30 recap)

Policymakers, regulators, and tech leaders just wrapped up in D.C. to discuss the balance between AI growth and personal data rights.

🍴 Data Digestif: Sentiment from this retreat could marinate into policy. Think privacy-first, not profit-only.

👓 Samsung’s XR Headset Tease Heats Up (July 9 prep week)

Rumors are bubbling around the Galaxy Z Fold 7, Z Flip 7, and their XR headset, “Project Moohan”—aimed straight at Apple and Meta’s AR pie.

🍴 Tech Appetizer: Elf Labs and the rest of the AR brigade should keep eyes on this plate—spatial computing season is officially simmering.

Elf Labs is redefining the $2 trillion entertainment industry by combining patented AR, AI, and VR technology with exclusive character IP, including over 100 trademark wins for legends like Cinderella and Snow White. Their team, with over $6 billion in licensing deals, is creating interactive 3D worlds where kids can talk, play, and engage with their favorite characters in real-time. With a foothold in the $350 billion licensed merchandise market, Elf Labs is on the verge of a major breakthrough—and today is the final chance to invest before their round closes.

👉 Invest in Elf Labs Before the June 25 Deadline*

From AR ad-tech flambé to agency pressure cookers—here’s who stirred the pot (and who nearly scorched it).

👓 Elf Labs – The AR Gastro-Magician
 Dropped a $3.5M deal with CompaxDigital and hired Marvel veteran Walter McDaniel to lead production.

🌟 Signature Dish: 5G-powered fairy tales on your face screen. Think Pixar meets Cyberpunk… on mobile.
🍯 Taste Profile: Playful, punchy, and made to go viral before dessert.

🕶 Mark Zuckerberg – Meta’s Automation Pitmaster
 Revealed plans to let AI fully cook your ad campaigns by 2026. Just one image, a budget, and voilà: campaign served.

🔥 Flavor Profile: Bold, futuristic, and dangerously close to removing the chef.

🥄 Chef’s Warning: Could be brilliant—or blandly robotic.

💄 Perfect Corp – The Beauty Tech Sous-Chef
 Merged AI and AR to power virtual try-ons across Estée Lauder and more. Also acquired Wannaby to up the realism.

💅 Taste Notes: Glamorous, interactive, and smooth on the finish.
🥂 Garnish Game: Premium tech blended with cosmetic charm—a retail sommelier’s dream.

🌍 Cannes Lions – The Global Test Kitchen
 AI stole the main course spotlight. Meta served Flash. Havas invested €400M in tools. Indie creatives clung to seasoning.

🎭 Tasting Room Vibe: Experimental, overfunded, and slightly existential.
📋 Kitchen Critique: Everyone wants to be a chef—very few can still taste.

✨ Elf Labs is bringing beloved characters to life—AI-powered, interactive, and headset-free. Invest from just $2.25 + claim bonus shares before tonight!*

Sugar rush with a side of volatility. Taste at your own risk.

🧠 AI Ethics Still Half-Baked: Geneva’s guidelines are green—but the oven’s not hot enough.

 📜 Congress Lights the AI Flame: Regulation’s finally cooking, but no recipe yet—just a smoke alarm.

 ⚡ Micron’s $200B Silicon Soufflé: U.S. fabs are expanding. The chip wars are now gourmet.

 🪙 Bitcoin’s Holding Its Crust: $1B+ in ETF inflows. Still hot. Still fork-tender.

 📉 PMIs Can’t Find the Heat: Services are lukewarm, manufacturing is barely defrosted.

 🛢️ Oil Simmered on Ceasefire Whispers: Hormuz cooled—but the pot’s still on.

 📱 Samsung’s XR Hype Preheats: Project Moohan could spice up the spatial buffet. 

 🥡 Appliance Breakdowns Got You Down? A "little-known trick" revealed by Adopt A Contractor promises to save thousands on costly repairs, a method repair companies reportedly "HATE"—Learn how to protect your finances today!

🪙 Crypto’s buffet got crowded—ETF whales came hungry.

⚡ Micron’s chip course took over the tech kitchen.

📉 Macro is still under-seasoned—no Fed cuts, limp PMIs.

🛢️ Geopolitical glaze remained on low heat—but it's not off the stove.

📜 Regulators are still reading the cookbook—policy plating soon.

🥡 Elf Labs: The Next Disney? This company is revolutionizing the $2 trillion media landscape by owning iconic character IP (like Cinderella) and bringing them to life with patented AI and AR tech, no headsets needed. This is your last chance to invest at $2.25 per share before their round closes tonight!*

From Elf’s mobile magic to Micron’s chip soufflé, the week was meaty, messy, and marinated in volatility.

Crypto stayed hot, AR got glossier, and AI policy finally left the fridge. The Fed’s still on simmer—but the markets? Heating fast.

The big bite? - The market’s not quite boiling—but it’s bubbling with big prep energy. Smart chefs stay nimble before the July sizzle starts.

Stay spicy. Stay savvy. And always leave room for dessert. 🍨📈

For more information and to verify the accuracy of the claims made in this email, please consult the following reliable sources:

 🔗 Micron Unveils $200B Chip Investment Plan
 🔗 Meta Plans Full AI Ad Automation by 2026
 🔗 Bitcoin ETF Inflows Cross $1 Billion
 🔗 Oil Cools on Israel–Iran Ceasefire Signals
 🔗 Rubio Confirmed as Secretary of State
 🔗 NATO & G7 Pledge Bigger Defence Budgets
 🔗 Geneva Summit Rolls Out Sustainable AI Guidelines
 🔗 84% of Healthcare CFOs Say Costs Are Climbing
 🔗 OECD Global Forecast to Drop July 1
 🔗 India Preps for 17-IPO Bonanza in July
 🔗 AI Moratorium Bill Moves Toward U.S. Congress
 🔗 Privacy Meets AI at IAPP Navigate Summit
 🔗 Samsung Teases Project Moohan XR Headset

* Please read the offering circular and related risks at https://elflabs.com. This is a paid advertisement for Elf Labs’s Regulation CF Offering. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.

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