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🌐 Frienduit Pragmatic Dispatch: Market Pulse

Issue #001 | August 26, 2025, 10:43 AM EDT

Theme: Quantum, Spectrum, and Meme Volatility

Sources: Stocktwits, Investing.com, CNBC, Eli Lilly, CoinGecko

🔬 Quantum-Centric Supercomputing

Trending: AMD + IBM

Announced hybrid quantum-classical architecture using AMD CPUs, GPUs, and FPGAs with IBM quantum systems
Goal: scalable, open-source platforms for AI, nuclear fusion, and logistics
Truist upgraded AMD stock amid Frontier and El Capitan supercomputing dominance

Watch AEHR for chip testing

📡 Spectrum Shockwave

Trending: EchoStar ($SATS) + AT&T

$23B spectrum license deal covering 50 MHz nationwide
Boost Mobile pivots to hybrid MNO model; FCC inquiries resolved
AT&T to deploy mid-band 3.45 GHz and low-band 600 MHz for 5G expansion

Ops Note: Benchmark rural zones for telecom shifts; consider Open RAN implications

🧬 Clinical Catalyst

Trending: Eli Lilly ($LLY) – Orforglipron

Phase 3 trials show 12.4% avg. weight loss (27.3 lbs) over 72 weeks
A1C reduction up to 1.8%; cardiometabolic markers improved
FDA submission expected by year-end; oral GLP-1 pill could disrupt injectable market

⚖️ Institutional Shockwave: Fed Independence Under Fire

Event: President Trump has moved to fire Federal Reserve Governor Lisa Cook, citing allegations of mortgage fraud. Cook, the first Black woman to serve on the Fed board, has vowed to remain in her post, stating the president lacks legal authority to remove her. NYTimes

🧩 Implications

Legal Uncertainty: The Federal Reserve Act allows removal “for cause,” but this has never been tested in court. Cook’s defiance sets up a constitutional showdown.
Market Volatility: Investors may interpret this as political interference in monetary policy, undermining confidence in the Fed’s independence. Expect heightened sensitivity around rate decisions and Powell’s next statement.
Bond Market Reaction: Treasuries could see increased demand as a flight-to-safety response, especially if Fed credibility is perceived to erode.
Equity Sector Impact: Financials and rate-sensitive sectors (e.g., housing, regional banks) may experience turbulence.
Global Signal: Central banks worldwide may reassess U.S. monetary reliability, impacting dollar strength and cross-border capital flows.

🐸 Meme Coin Mayhem

Trending: TOOTCOIN.X

Solana-based meme coin up 42% with 15,000%+ volume spike
Market cap ~$10K; trading on Raydium (TOOT/SOL pair)
Branding: “Every great fart deserves recognition”

🛸 Aerial Mobility Watch

Trending: EHang ($EH) – VT-35 & JPM Coverage

JPMorgan initiates Overweight rating, $26 target (+50% upside)
VT-35 certification accepted by CAAC; first unit in flight testing
Scaling production to 1,000 units/year; Hefei factory underway