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BlockBeats News, June 25th, the U.S. inflation rate for May surged to 4.1%, reaching the highest level in over three years, while consumer spending increased by 0.3%, demonstrating demand resilience. At the same time, first-quarter GDP was also revised up to 2.1%. Analysts pointed out that this stronger data is likely to enhance the market's expectation of the Federal Reserve raising interest rates later this year.

BlockBeats News, June 25th. "Buffett Disciple," globally renowned value investor Mohnish Pabrai, who had built a position in Micron in 2017 and completely exited by September 2023, only making about double his investment; two years after his exit, Micron's stock price surged over 15-fold, resulting in a potential opportunity loss of around $20 billion. In his dealings with SK Hynix, he made a similar premature sell-off. On June 22nd, he revisited some of his most painful trading mistakes in an episode of a South Korean interview program called "Insider Info": "Very regrettable. I violated my own principles by selling off a company that I should have held forever." During the program, he advised ordinary investors: "More than 99% of people should directly buy index funds; if you cannot reasonably assess a stock's cash flow for 10-20 years, you should not buy individual stocks." At the same time, public information indicates that his current Q1 2026 portfolio is heavily invested in cyclical stocks (such as Warrior Met Coal and Transocean Ltd.). When the host asked, "What advice do you have for investors currently holding Korean semiconductor stocks," Pabrai responded without hesitation: "If you already hold them, don't sell. The party is just getting started."

The United States has revised its first quarter GDP growth rate from 1.6% to 2.1%. (Watcher.Guru)