Neil Freiman

And one one of the companies that is not doing well because of the memory crunch is Nintendo and other consumer electronics companies, because now they're going to have to pay more for memory that goes inside their products.

Nintendo stock is down more than 50 percent in the past six months.

And on Friday announced it would have to hike the price of the Switch to by fifty dollars to five hundred dollars.

Beginning in September, it also forecast a 17% drop in Switch 2 sales this year because of those price hikes and other headwinds facing the consumer electronics industry.

So these chip stocks that are actually making the chips, the CPUs that are so integral to AI agents, all the memory, Micron, Intel, SanDisk, they're crushing it.

But then if you actually make the products...

I mean, we saw this on Apple's Apple's earnings call recently that they're going to have to pay more for memory and then they might have to raise prices for consumers as a result.

Either way, this chip stock meltup is doing wonders for the actual stock market, for the broader stock market.

So your portfolio is doing well on Friday.

Both the S&P and Nasdaq posted their six straight winnings week, which was the longest streak since 2024.

Moving on, we haven't had this kind of bowling controversy since Walter said he doesn't roll on the Shabbos.

A group of passionate bowlers has sued Lucky Strike Entertainment, accusing the bowling giant of using its monopoly-level control to jack up prices, promote drinking and gambling, and destroy what had been an affordable, wholesome hobby for America's middle class.

The 11 plaintiffs seeking class action status claim Lucky Strike is responsible for, quote, the veritable destruction of the decades-old pastime of bowling in America.

They say Lucky Strike has a plan to be the Starbucks of bowling, using private equity money to buy up competitors all over the country, then running a predatory business model that alienated, quote, virtually every customer except those who have no interest in bowling.

Lucky Strike called the lawsuit mirrorless and intended solely to generate headlines, quote,

at the expense of a company that has spent more than three decades expanding opportunities for the sport of bowling in the communities we serve.

Lucky Strike is big.

It's the world's largest owner and operator of bowling centers, according to the suit, accounting for about 35% of the industry's revenue in the U.S.

It'll now be up to the court system to determine whether that Pete Weber-level dominance is an illegal monopoly.

Right.