Independent thinking for complex markets and current events
bessent saying more ships going through hormuz while amena bakr tracked exactly which ships. chinese COSCO vessels with revolutionary guard inspection and $2M tolls. more ships going through is technically true. who they belong to and what they pay to transit is the part bessent… — Stephen Lee (@Go_Crene) March 30, 2026
CAPEX investements "competition" will now be replaced with who of MAG7 borrowed more. — Alex_Swiss_Investor (@Alex70848763197) February 9, 2026 Per Grok: These SEC filings allow companies to prepare for issuing securities like stocks or bonds. Google’s 424B5 prospectus supplements a registration for specific offerings. Amazon’s S-3ASR is an automatic shelf registration for flexible future issuances. …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
by Michael The seizure of a Venezuelan oil tanker was an extraordinarily shocking move by the Trump administration. Will it be followed by the seizure of more oil tankers? This is a question that the press really needs to be asking right now. If a U.S. blockade stops the flow of oil coming out of …
Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and a lot of the sales are to related parties Good luck — 🏴☠️ (@calvinfroedge) November …
Something feels wrong in the markets again. Everyone keeps saying it is different this time, that the AI boom is real and the money will never stop. But the charts and the numbers tell a story that looks too familiar. It is the same pattern that always comes before the crash. “The S&P 500 now …
Question… If 3M is reporting negative cash flow like this…What does that tell you? https://t.co/Yld8zSeiUT pic.twitter.com/hE8sXEBWP0 — Financelot (@FinanceLancelot) October 6, 2025 Have they checked the tariff shelf? pic.twitter.com/VMWwilYEAX — Spencer Hakimian (@SpencerHakimian) October 6, 2025 Tariffs weigh on US manufacturing as activity contracts for 7th straight month WASHINGTON – US factory activity shrank in …
BREAKING 🚨: Coca-Cola $KO Negative Free Cash Flows for the first time this century 🤯 pic.twitter.com/AwJcVihbmF — Barchart (@Barchart) October 3, 2025
via TopFinanceTakes Chart’s showing QQQ sitting around 45-50 net options sentiment lately -neither hugely bullish nor bearish. Feels like the market’s a little unsure where to lean right now. Price is making all-time highs, but option flow hasn’t fully caught up. Kind of a “waiting for the next spark” vibe. Chart: Prospero.ai A few of the …
Heavy spending on cloud and artificial intelligence pushes Amazon’s free cash flow lower even as profits surge leaving investors questioning buyback potential. Amazon used too much cash in capital expenditure to build AI and cloud computing. — roger the investor (@roger1006g) August 30, 2025
The concept of a “flow state,” often described as being “in the zone,” is a mental state where individuals are fully immersed, focused, and energized in an activity, often losing track of time and external distractions. Coined by psychologist Mihaly Csikszentmihalyi, flow is characterized by complete absorption, effortless concentration, and a sense of mastery. Music, …
Financial Times has quietly toned down its claim of a $1.4 billion misstatement in Tesla’s cash flow. After speaking with accounting sources, the publication now reports a $500 million discrepancy—a number small enough to be explained by foreign exchange movement, asset write-offs, and other adjustments. Another overhyped financial hit piece against Tesla bites the dust. …
WAR: CENTCOM Forces Strike Multiple Houthi Targets in Yemen. h/t @sentdefender https://t.co/VHMJitKJYI — @amuse (@amuse) December 31, 2024 https://twitter.com/saras76/status/1874135360974025065
1/3 #bitcoin and all of crypto is 🐀 poison, has ABSOLUTELY no value, generates no cash flow, and has no use case beyond harmful speculation (b/c it sucks up valuable resources – i.e., capital that could be used to fund useful assets and valuable energy resources)… https://t.co/L2MTGOyPFw — Gordon Johnson (@GordonJohnson19) December 20, 2024 3/3… …
Bitcoin Are the cattle ready for the guillotine? pic.twitter.com/DlqhHgBBLV — The Great Martis (@great_martis) December 7, 2024 Bitcoin Money flow declining.Momentum plummeting .We are close. pic.twitter.com/aEv29zgwYZ — The Great Martis (@great_martis) December 7, 2024 This is Haliey Welch – RUGPOOL QUEEN of this month She made over $2,000,000 in one day Her followers have been …
Mexican President Andrés Manuel López Obrador warned on Sunday during an interview with “60 Minutes” that unless the United States complies with Latin America’s requests for aid, the tide of migrants will continue. In January, Obrador issued a series of demands for what the U.S. must do to stop the flow of migrants to the …
Backed by 0.Transferring 0.Yielding 0.= Speculation — Production Function (@Piper561) January 14, 2024