A hub for independent voices and hard truths
The latest report from the Bureau of Labor Statistics confirms that inflation rose to 4.2% in May 2026. This is the highest level since April 2023. The main driver of this surge is the energy shock caused by the war …
Wall Street spins the massive beat narrative, hides the post earnings selloff reality… Retail call buyers get wrecked on volatility crush, Nvidia degens chase the next pop… Adjusted EPS $1.87 Revenue $81.62B, est. $79.19B (+20% QoQ, +85% YoY) Sees Q2 …
Wall Street is currently treating a single tech company’s quarterly report like a massive, global macroeconomic event, proving that the entire stock market rests on just one fragile pillar. Everyone is betting on the exact same winner, creating a massive …
The luxury icon reported EPS of €2.33, falling short of the €2.37 analyst target despite revenue hitting €1.85 billion… Maranello is fighting a “negative foreign exchange” hit from the Dollar and Yen, operating margins held at 29.7% as the ultra-rich …
The data giant just released a monster Q1 report after the bell, reporting revenue of $1.63 billion and crushing the $1.54 billion Wall Street target… Earnings came in at 33 cents per share, well above the 28 cent consensus, as …
Earnings beat but everything else is collapsing now. Why would people buy houses when AI is replacing their jobs. Here are the numbers for $SPY earnings +27.8% vs +13.9% est. Big tech is absolutely smashing analyst estimates pic.twitter.com/J2ytNQYuqr — Simplifying …
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller …
April 28 (Reuters) – Seagate Technology forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, betting on strong demand for its data-storage hardware as enterprises ramp up adoption of artificial intelligence. Shares of the company surged around 16% …
Shorting this dumbass company (INTEL) byu/SupervisoryEffect inwallstreetbets I took all the money that I made from door dash ($4100) and decided to short this fuck ass company. Intel is regarded right now pumping +25% because they didn’t go bankrupt last …
Reddit CTO steps down Reddit announced it is appointing Amit Puntambekar as new CTO, as current CTO and founding engineer Chris Slowe is stepping down from the role to become senior technical fellow.
Michael Burry of ‘The Big Short’ fame is known for predicting the 2007-2008 housing crisis and financial crash. Now, the former hedge fund manager — who’s earned a reputation for spotting potential bubbles — argues in a recent Substack that …
JP Morgan Q1 results beat on record trading revenue, yet Dimon is issuing quiet warnings on “unprecedented” tail risks and structural inflation persistence. They are selling their “record” performance to the crowd before the credit cycle turns. $JPM closed lower …
Source: https://www.cnbc.com/2026/02/28/berkshire-hathaway-brka-q4-2025-earnings.html Berkshire Hathaway reported a big decline in its operating earnings for the fourth quarter, due in large part to weakness in the conglomerate’s insurance business. Earnings from operations totaled $10.2 billion in Q4. That’s down more than 29% from …
by confoundedinterest17 The S&P Cotality Case-Shiller U.S. National Home Price NSA Index posted a 1.3% annual gain (YoY) for December 2025, down from a 1.4% rise in the previous month. Average hourly earnings now at 3.73% YoY, higher than home price …
The markets are dropping after nvda reported better than expected earnigns and this is why!
Over 50% of earnings comes from hyperscalers, but all the hyperscalers are developing their own chips. So not only will Nvidia lose half their customers, but also gain competitors. PE ratio of 50 should shrink under 20. — Thomas Anderson …
*STOCK FUTURES EDGE HIGHER AHEAD OF NVIDIA $NVDA EARNINGS pic.twitter.com/0Sg2RCVX5I — Investing.com (@Investingcom) February 25, 2026 #Stock futures US, edging higher. Notice the #VIX been hovering around the 20 level for quite some time. pic.twitter.com/N3IKimTk51 — Bjorn (@TrademanFX) February 25, …
Auto giant Ford reported its worst quarterly earnings in four years on Tuesday, and a net loss of $8.2 billion for 2025, the largest yet since the 2008 recession. At least some of that is due to the $4.8 billion …
AMD stock dropped 17% Wednesday. Some analysts had predicted the chipmaker would provide stronger guidance for the first quarter amid an ongoing artificial intelligence boom. AMD’s stock has surged more than 100% in the past year on the back of …
Intel stock plunged after the chipmaker issued lackluster guidance and warned of a supply shortage. Over the last year, shares have rallied on hopes of a turnaround as the chipmaker received investments from the U.S. government, SoftBank and Nvidia. Investors are …
When CAPEX history meets nosebleed valuations, the only direction for risk is down. “What lower short term rates have done is keep stock prices elevated & valuations stretched. That distortion shows up clearly in the data. The $SPY currently trades …
Once CPI prints on Thursday and it is in line or cooler than expected Then there is very little in the way of the market running for the next few weeks at the very least. All important catalysts will be …
by hazxrrd Link to Press Release: Q3 Earnings The Good: Net Income of $6.135 billion, up 38% YoY Remaining Performance Obligations up to $523 billion, crazy if actually realized Clear Path for Revenue Growth The Bad: $2.668 billion of net income was …
None of this pricing makes sense and someone is going to be left holding the bag. That awkward moment where investors ask themselves why they paid 55x earnings for Costco. pic.twitter.com/ISo4SyWMiK — Lyn Alden (@LynAldenContact) December 6, 2025 Ok so …
MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage “under the surface” suggests the correction is nearing …
$12 TRILLION CRISIS | Leveraged Loan Defaults EXPLODE 0:00 – Intro 01:19 – Sourced Data 1:50 – #1 Private Credit New Sub-Prime 3:06 – #2 Large Banks Exposed 5:30 – GFC Made Things Worse 9:30 – Bancorp Bad Debt 11:49 …
JUST IN: Michael Burry says that Meta $META and Oracle $ORCL are hiding billions in losses and overstating earnings by over 20%. byu/TonyLiberty inFluentInFinance J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere …
I just read the 13F and Burry isn’t actually 66% short $PLTR since it’s notional value and not real capital so he’s paying a small premium to control big exposure. But symbolically it still matters since he’s betting against the …
Warren Buffett’s Berkshire Hathaway reported a sharp rebound in operating profit on Saturday, while its cash pile swelled to a new high with no buybacks. Berkshire’s operating profit generated from the conglomerate’s wholly owned businesses including insurance and railroads jumped …
