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Elon’s next move has investors watching

Breaking news.

SpaceX told investors it plans to launch a Starlink mobile service for U.S. consumers.

That’s a direct shot at Big Telecom and would put SpaceX head-to-head with Verizon, AT&T, and T-Mobile in a $1.6T market.

For most investors, that sounds like a telecom shakeup.

For Mode Mobile, it could be much bigger.

Mode built a platform that rewards users for everyday smartphone activity like browsing, listening, using apps, and charging.

If Starlink brings internet access to places cell towers can't reach, it could significantly expand Mode's addressable market.

More connected phones.

More active users.

More ways for people to earn from the device already in their pocket.

Mode has already reached 490M+ users, helped users earn and save over $1B, and generated $115M+ in cumulative revenue.

But the bigger story is what happens next.

If global connectivity keeps expanding, that model could reach more people, in more markets, with fewer barriers than ever before.

That’s why 60,000+ shareholders are already watching Mode ahead of a potential IPO.

With their Nasdaq ticker secured and more than $90M invested, Mode's pre-IPO shares are still available at $0.52 for a limited time.

BREAKING NEWS

🇯🇵 Japan's Money Is Melting, And America Should Take Notes

Goldman Sachs just dropped a scary warning. They think the Japanese yen will fall to 165 per dollar, its weakest level since 1986. That is 40 years. To put it simply, Japan's money is losing its strength fast, and its government bonds are flashing warning lights.

Why is this happening? Two big reasons:

  • 💵 The rate gap. The US pays high interest, Japan pays almost none. So money keeps fleeing Japan and rushing into dollars, which crushes the yen. Cash always chases the better payout.

  • 🏛️ Too much debt, not enough buyers. Japan is printing a mountain of new bonds to fund giant spending plans, but fewer people want to buy them. More supply plus less demand equals yields shooting straight up.

Here is the part most headlines skip, and it is the most important piece for you. For years, big investors have played a clever game called the "carry trade." They borrow money in Japan for almost free, then take that cash and buy higher-paying stuff all over the world, like US stocks and bonds. It is basically borrowing at 1% to earn 5% and pocketing the difference. Trillions of dollars are riding on this trick.

The danger is what happens if the yen suddenly flips and shoots up instead of down. When that occurs, all those traders have to scramble to pay back their yen loans at once, and they sell everything to do it. We got a taste of this a couple of summers back, when a quick yen jump helped trigger a scary global stock drop in a single day. So even though Japan feels far away, its currency is quietly wired into your 401k. That is why smart money watches Tokyo closely.

Is there money to be made? For regular investors, betting directly on currencies is tricky and best left to the pros. But there are calmer ways to play it. A weak yen makes Japanese exporters like Toyota and Sony cheaper and more competitive around the world, so their shares can benefit. Some investors use a "currency-hedged" Japan stock fund, which lets you own Japanese companies without the falling yen eating your gains. And on the fun side, a strong dollar means that dream trip to Tokyo just went on sale.

The Munch Take: Here is your action step: watch this as a preview, not just foreign news. America runs huge deficits and leans on steady bond buyers too, so Japan is the canary in the coal mine showing what happens when a country drowns in debt and buyers walk away. You do not need to trade the yen. Just make sure your own money is not all sitting in long-term bonds that get hammered when yields rise, keep some of your portfolio in real assets that hold up when paper money weakens, and do not panic if a "surprise" drop hits the market because of some carry-trade unwind you had never heard of. Smart investors do not panic at the canary. They just quietly check their own air supply.

Starlink Enters $1.6T Market. Mode Prepares. (Ad)

SpaceX told investors it plans to launch a Starlink mobile service for U.S. consumers.

That’s a direct shot at Big Telecom and would put SpaceX head-to-head with Verizon, AT&T, and T-Mobile in a $1.6T market.

For most investors, that sounds like a telecom shakeup.

For Mode Mobile, it could be much bigger.

STOCK OF THE DAY

🔧 Intel Is On The Hottest Streak In Its History. Here’s Why That’s A Big Problem.

Here’s a wild stat to start your day. Intel, the old chip giant everyone had written off for dead, is now trading further above its long-term trend line than at any point in its entire history, even beating the peak of the dot-com bubble in 2000. The stock is up a jaw-dropping 180% this year but yesterday, it dropped almost 10%.

So what on earth is going on? Let's break it down simply.

For years, Intel was the sad story of tech. It lost the lead to rivals like Nvidia and AMD, missed the AI wave, and its stock sank to just $18 last year. Then the comeback story caught fire:

  • 🏭 The factory dream. Intel is trying to become a "foundry," a company that builds chips for other companies, right here in America. Its new 18A chip-making process is finally looking competitive, and the government wants to bring chip-making back home.

  • 🤖 AI woke up the old giant. Demand for its computer and data-center chips came roaring back, and big names like Microsoft and Amazon signed up to test its factories.

  • 📈 Momentum fed itself. Once a stock starts flying, more traders pile in just because it is going up, which pushes it even higher. That is how you get a 400% year.

The bull case: If the turnaround actually works, today could look cheap. America is desperate for a homegrown chip champion, the government has Intel's back with funding, and if those factories start winning big customers, the whole story confirms at once and the stock could keep climbing for years.

The bear case: Intel is still losing money, a lot of it. Last quarter it lost $3.7 billion, with the factory business alone bleeding $2.4 billion. The stock has flown so high that Wall Street's own analysts think it is worth about 20 to 30% less than today's price. When a stock runs this far ahead of the actual business, even small bad news can trigger a big drop, exactly like yesterday.

The Munch Take: Here is our honest, definitive answer: we are not buying Intel up here, full stop. And it is not because the comeback is fake. The turnaround is real and genuinely exciting. The problem is simple: the price has already banked a win that has not happened yet. You are being asked to pay today for the Intel of 2028, while the Intel of right now is still losing billions every quarter. A stock stretched further above its trend than at any time in history, including the dot-com peak, is not a bargain, it is a rubber band pulled tight. The smart move is patience. Big earnings drop July 23, and that will tell us if the foundry losses are actually shrinking. Let the hype cool, wait for a real pullback, and let the company prove the profits are coming before you pay up. Great turnarounds are worth owning. Just not at the exact moment everyone else has already fallen in love. The best time to buy a comeback story is when it’s boring, not when it’s breaking records.

Elon’s next move has investors watching (Ad)

SpaceX told investors it plans to launch a Starlink mobile service for U.S. consumers.

That’s a direct shot at Big Telecom and would put SpaceX head-to-head with Verizon, AT&T, and T-Mobile in a $1.6T market.

For most investors, that sounds like a telecom shakeup.

For Mode Mobile, it could be much bigger.

🍪 Munchy Memes

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