Independent thinking for complex markets and current events
Real-time market analysis with charts, signals, and coverage of key financial and geopolitical developments.
Microsoft hit 148 billion in annual capex largely to feed the AI furnace Cloud revenue growth is slowing to 11 percent while data center costs jump 42 percent They are paying 3 dollars for every 1 dollar of inference revenue generated Server depreciation is accelerating as hardware lifecycles shrink from 5 years to 2 Windows …
Stanford grads walk out of their commencement when Google CEO Sundar Pichai takes the stage byu/vector_search_blue inPublicFreakout Why would Stanford even have this guy as a speaker? Did they not clue in after Eric Schmidt, the former CEO of Google was booed and heckled last month in Arizona. h/t Ritaredditonce
Institutional hedging is surging as open interest on puts outweighs calls by over 3 to 1 Hyperscalers are dumping 650 billion into AI infrastructure but AI chip guidance is stalling Broadcom hit revenue targets but failed to raise full year AI guidance causing sector jitters Global smartphone semiconductor revenues are set to collapse 13 percent …
by Michael A very intense El Niño has formed in the equatorial waters of the Pacific Ocean much earlier than originally anticipated, and we are being warned that it could cause trillions of dollars of damage to the global economy. Considering everything else that is going on in our world right now, that is really …
Iran claims the agreement forces permanent ceasefire there right now Israel flat out rejects it and says Lebanon stays their fight Senior Israeli official warns they won’t accept even if it sparks clash with Trump Netanyahu already told US Israel is not signing on IRAN’S SECURITY COUNCIL SAYS US-IRAN DEAL INCLUDES IMMEDIATE AND PERMANENT END …
https://truthsocial.com/@realDonaldTrump/posts/116749841607391318
Market cap hit 2.1 trillion despite a 4.9 billion net loss in 2025 Q1 2026 filings show an accelerating 4.3 billion quarterly loss The 112x price to sales ratio makes tech giants look like value stocks Starlink provides 69 percent of revenue but funds the xAI furnace The AI segment burned 2.5 billion in Q1 …
In 2022, Fox News interviewed the mod of anti work which ended the movement 🤣🤡 byu/Anen-o-me inLibertarian Lazy entitlement crumbles under basic scrutiny
The big blackout in Ohio today is just a sign of old bones. Power companies ignore maintenance to keep their profit high. The new “BUILD America 250” law cuts 45% of support for modern transit. They choose to build cheap highways instead of strong grids. Every storm will now cause a big economic mess for …
Supply chain problems are not just a glitch anymore. They are the new wall for all tech growth. Big companies cut 2026 targets from 4 million chips down to 3 million. Tech giants dump $690 billion into big investments. But small labs and researchers get nothing at all. This keep the power in the hands …
The most interesting part of the article isn’t the $200 subscription potentially costing OpenAI thousands. It’s that agentic workflows can consume up to 1,000x more tokens than a normal prompt. A $200 ChatGPT subscription could cost OpenAI $14,000 if you actually used it to its full potential “Part of the pressure comes from how AI …
BREAKING: President Trump on social media: “… herewith, [I] authorize the immediate removal of the United States Naval blockade. Ships of the World, start your engines. Let the oil flow! …” Trump also declares the “toll free” Strait of Hormuz open. — Javier Blas (@JavierBlas) June 14, 2026 BREAKING: President Trump confirms that the US …
But he loves it… pic.twitter.com/mWWMdBobn7 — The Outsider (@calendarking) June 14, 2026
Democrat Communists need to read Adam Smith's Wealth of Nations, Thomas Sowell's Basic Economics, Ayn Rand's Atlas Shrugged, Milton Friedman's Free to Choose, and Aesop's fable about the Goose That Laid the Golden Eggs. pic.twitter.com/HBjBsWmjbe — freedom liberty (@GaltRand13) June 13, 2026 Elon responded to Warren calling him a “freeloader" in 2021: “I'm actually paying …
This will be biggest SPX crash ever Three huge IPO in a row People are selling stocks to join each one and SpaceX confirmed this pattern perfectly We will go lower and there's nothing you can do about it https://t.co/k1L2kam3rb pic.twitter.com/RWJftb9hZR — symbiote (@cryptosymbiiote) June 13, 2026 EVERYONE WILL START SELLING THEIR SPX SHARES SOON! …
Announced job cuts surged to highest level since pandemic Small firms that employ nearly half of private workers are pulling back hard Weakness is spreading fast from Main Street The US job market is showing further signs of weakness: Only 9% of small business owners said in May that they plan to hire over the …
Well, it’s because there’s too much money looking for SOMETHING to invest in. There are not enough shares available to buy. That’s another inflated bubble I personally had no idea existed. Watch the first 2 minutes of this video for why that is – also otherwise this guy is great in his plain, sarcastic blatancy. …
🚨The most dangerous 48 hours for risk assets this year starts Monday. The Bank of Japan is expected to raise rates to 1% on June 16, the highest in 30 years. The Fed meets the very next day with zero rate cut expectations and inflation still rising. Every major BOJ hike since… pic.twitter.com/N9ylZu3j2N — Bull …
Iran agrees not to produce or acquire nuclear weapons in draft MOU – Reuters Iran has agreed under a draft memorandum with the United States that it will neither produce nor acquire nuclear weapons, Reuters reported on Sunday, citing a senior Iranian official. The official said Washington had also agreed that Tehran would dilute its …
Bonds finally look like a real alternative after years of equity dominance. Here's another look up to date: pic.twitter.com/Q8eG4LlyIS — Lisa Abramowicz (@lisaabramowicz1) June 11, 2026
𝗝𝗶𝗺 𝗚𝗿𝗮𝗻𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗔𝗜 𝗯𝗼𝗼𝗺: "I think that today is one of the greatest bubbles of all time." He argues the excitement around AI dwarfs the worldwide web and fiber optics, and that better technology doesn't ground the speculative spirit, it incites it.… pic.twitter.com/bmCqSsUaJP — Meb Faber (@MebFaber) June 12, 2026 SpaceX IPO is …
https://truthsocial.com/@realDonaldTrump/posts/116743808155352167
Elephant Butte drops to 9% — New Mexico’s largest lake is vanishing, and an entire town built on the water is going dry. Elephant Butte Reservoir on the Rio Grande has fallen to 9.6% full, and officials project it could hit just 2% of capacity by late August 2026. After the earliest snowmelt on record …
Warren wants to tax the guy whose companies turn savings into gains While DC turns trillions into fraud waste and nothing Investors see real returns from innovation Taxpayers watch their cash vanish into bureaucracy When I give my savings to @elonmusk they multiply. When I give them to you and all of the US government, …
Iran USA update by Iranian news paper Iranian newspaper Khorasan said any potential agreement between Tehran and Washington would merely postpone, not resolve, the broader conflict between the two countries. In an editorial, the paper argued that a deal at this stage should be viewed only as a mechanism to halt the current hostilities rather …
This is Seattle, Washington's version, and so far, the predictions that business and the rich will flee haven't been 'overblown' but have, in fact, been 'underestimated.'https://t.co/0mVH9UJO8O — Gregory Kennedy (@gregorykennedy) June 12, 2026
This is reality. Inflation is a real struggle right now. pic.twitter.com/2XrW7guwjE — Abounding Wealth (@AboundWealth) June 13, 2026 It means regular people are buying less stuff once you factor in higher prices. May saw the biggest drop in real (inflation-adjusted) retail spending in years, with 7 declines in the last 9 months. This usually happens …
Do you really believe Trump is going to surrender to Iran on his Birthday of all days? there is no way this "deal" gets signed — Nostra, House of Gold (@Nostre_damus) June 13, 2026 IRGC blasted another ship in the strait — Nostra, House of Gold (@Nostre_damus) June 12, 2026 WSJ: U.S. OFFICIAL SAYS SANCTIONS …
