Independent thinking for complex markets and current events
by ragingbull10 I’m genuinely trying to understand the math. Tesla is worth roughly $1.2 trillion today. Current numbers are approximately: Revenue: ~$100B/year Net income: ~$4B/year Revenue growth: roughly flat over the past year P/E: ~300x Let’s assume Tesla achieves enormous success. By 2035: FSD works. Robotaxis are widely deployed. Optimus becomes a real business. Energy …
Classic late-stage bubble behavior in full swing Moving from P/E to forward P/E wasn't enough bulls have now moved on to just guessing what revenue might be years from now to justify why current prices are not overvalued not a bubble though https://t.co/zDfr2igwOC — daz (@MetamateDaz) June 15, 2026 Bull markets typically end with good …
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 …
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
The company is allegedly buying its own gear. It marks those internal swaps as record revenue. This is a classic accounting trick to fool the market. It looks exactly like the fraud that destroyed Enron. The tech giants are just passing cash in a circle. They are pumping a bubble to hide the lack of …
Bezos for president in 2028 has a ring to it. — Shay Boloor (@StockSavvyShay) May 20, 2026 Top 1 percent covers 40 percent of federal taxes while bottom 50 percent contributes just 3 percent.
Revenue = $81.6 billion (up 85% YoY) Net Income = $58.3 billion (up 211% YoY) Earnings Per Share = $2.39 (up 214% YoY) And it’s the bottom of the tech stack, all the companies up the stack need a lot more revenue than this collectively from AI in order to give Nvidia this revenue and …
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 Revenue $91.0B ±2%, est. $87.36B Adjusted Gross Margin 75.0% Sees Q2 Adjusted Gross Margin 74.5%–75.5% …
DJT is trading at a multi-billion dollar market cap while generating less revenue than a successful suburban car dealership. The disconnect between price and productivity is reaching escape velocity. Nearly 90% of the quarterly loss is tied to $368.7M in unrealized hits on digital assets and equity. The balance sheet is effectively a high-stakes crypto …
Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads. The stock ripped 20% higher in premarket trading on Wednesday. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended in March: EPS: $1.37 vs. $1.29 …
The telehealth leader reported a strong start to 2026 tonight, raising its first quarter revenue outlook to a range of $600M to $625M… Adjusted EBITDA margins are holding at 9% as the company successfully scales its subscription model in a high inflation landscape… The stock is seeing a “healthcare hedge” bump in after hours trading, …
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 the company’s Rule of 40 score hit a staggering 145%… US Commercial revenue skyrocketed 133% …
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% in extended trading, fueling a rise in rivals’ stock. Western Digital jumped 11% and SanDisk …
NO AI SLOP! The data below is accurate, and I did my own research via Google Finance. Looks like the stocks were very hot last year, but it’s cooling down a little, y’all still holding or? Ticker Company Name Market Cap YTD Performance 1-Year Performance APLD Applied Digital $9.62B +19,78% +614,86% CORZ Core Scientific $6.66B …
Employees at ESPN, a brand synonymous with sports broadcasting for nearly five decades, face an uncertain future. According to John Ourand of Puck, an “unexpected revenue dip” will trigger imminent layoffs at ESPN. “I can now confirm that another round [of layoffs] is approaching,” Ourand wrote. In June 2023, ESPN announced that it had parted …
https://x.com/WallStreetMav/status/2026103508877893783 CBO projects deficits and debt to worsen sharply over the next decade The CBO said that the deficit for fiscal 2026 – President Donald Trump’s first full fiscal year in office – will be about 5.8 percent of GDP, about where it was in fiscal 2025, when the deficit was $1.775 trillion. But the …
PRESIDENT TRUMP ANNOUNCES NEW GLOBAL TARIFF PLAN • 10% global tariff will be imposed for ~5 months on top of existing tariffs • Tariff refunds will be litigated and could take 2–5 years to resolve • Does not need Congressional approval to impose tariffs • Frames Supreme Court decision as not materially constraining presidential tariff …
🚨 HOLY SMOKES. President Trump announces the US will take in nearly $1 TRILLION DOLLARS in tariff revenue next year, throwing the experts into a state of SHOCK "Next year, $900 BILLION DOLLARS in tariffs! Unless the Supreme Court says you can't do it, can you believe it?!" 🔥 pic.twitter.com/hU7UAHKLRd — Eric Daugherty (@EricLDaugh) February …
STOCKHOLM, Feb 19 (Reuters) – Swedish “buy now, pay later” services provider and online bank Klarna swung to a net loss in the fourth quarter and gave weaker-than-expected guidance for 2026 as fast growth also hiked costs, sending the U.S.-listed group’s shares down 23% in early trade on Thursday. Klarna’s net loss for the October …
Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about …
Trump on rebate checks: I don't think we would have to go to congress… we have so much money coming in from tariffs that we'll be able to issue at least a $2,000 dividend. I believe we can do that without congress. pic.twitter.com/KsQZ5KBX4l — Acyn (@Acyn) January 20, 2026 Trump's statement reflects his belief that …
🚨 BREAKING. Scott Bessent just announced the Internal Revenue Service is launching MASSIVE AUDITS of financial institutions that facilitated the laundering of Minnesota funds. Read that again. Banks. MSBs. Financial middlemen.Anyone who helped move dirty money is about to get… pic.twitter.com/AOXOfIgua7 — Stand Up For Trump (@StandUpForTrmp) January 11, 2026 Treasury Secretary Scott Bessent said …
This is the part where bubbles always start lying to people. JPMorgan is literally listing the same warning signs we heard before 2000 and 2008, but everyone shrugs because the word AI sounds magical. When companies are burning insane amounts of cash and promising the future will fix it later, that is not innovation, that …
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 serious question why is Tesla worth 15 times more given the average earnings and half …
🚨 BREAKING: Rep. Tim Burchett calls for the federal income tax to be "ELIMINATED" after President Trump pulls in a record $33 BILLION in tariff revenue for October alone. Get it done! This would be HUGE for working and middle class Americans. 🇺🇸🇺🇸 pic.twitter.com/9A0docjMzZ — Eric Daugherty (@EricLDaugh) November 28, 2025
The ideal meets the bill and the math is not friendly. Kathy Hochul who endorsed Mamdani, on his free bus polices, “I cannot set forth a plan right now that takes money out of a system that relies on the fares of the busses and the subways.”pic.twitter.com/Xb7ztW9N7M — Defiant L’s (@DefiantLs) November 9, 2025 I’ve …
New York millionaires: threatening to flee the city since 2009 pic.twitter.com/nuOLxApYGW — The Daily Show (@TheDailyShow) November 7, 2025 NY State saw peaks of over 3,000 millionaires leaving annually around 2020, with cumulative net outflows shrinking its U.S. millionaire share from 12.7% in 2010 to 8.7% in 2022. High earners contribute about 40% of income …
Source: Politico “The same tariffs democrats said would cause a “Depression” are now saving their failed programs. $450M was deployed Friday, on top of $300M earlier this week, per POLITICO.” 🚨JUST IN: President Trump just used $750 million in tariff revenue to keep food assistance running for women, infants, and children during the democrat shutdown. …
2000 had real demand too – internet adoption was exploding. Problem was business models + burn rates, not infrastructure alone. Today: AI has use cases BUT most revenue is still B2B SaaS selling shovels, not gold. Capex is real, ROI still unproven at scale. — klos (@klos) October 19, 2025
Latest OpenAI numbers from the FT: 800m users, 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU, or $27/month per paying user. 70% of rev from subscriptions, rest is API. $8bn loss in H1, prob $20bn run rate loss now? So basically spending $3 for each $1 in revenue. Latest OpenAI numbers from …