Independent thinking for complex markets and current events
JUST IN: President Trump directs tariff revenue to fund WIC program during government shutdown pic.twitter.com/Gpsr5cm2zg — Breaking911 (@Breaking911) October 7, 2025 Trumps tariffs are not constitutional tariffs. They’re imposed by executive order. The money goes into a presidential fund that he directly controls. Under the International Emergency Economic Powers Act (IEEPA), the president is granted …
Tax U.S. companies. Pay proceeds to taxpayers. Taxpayers pay higher prices on goods that are taxed more. Makes a lot of sense when you don’t think about it! — Reef Insights (@ReefInsights) October 2, 2025 We are in full-blown communism!The tariff tax on U.S. citizens is being given back as a stimulus check. pic.twitter.com/qx0rkr17MN — …
Forbes is finally catching up on my weekend homework and the story almost writes itself. A husband and wife have become billionaires from a company that does not even have revenue. Let that sink in for a moment. Billionaires without any actual sales. Zero revenue. Forbes is catching up on my due diligence from the …
by Mike Maharrey Despite the significant increase in tariff revenue, the U.S. continues to run massive budget deficits. The budget shortfall for fiscal 2025 has already exceeded last year’s deficit. So much for import duties paying for the government. That’s because Uncle Sam doesn’t have a revenue problem. He has a spending problem. The Trump …
Oracle slashes 3,000 jobs while their “backlog” ramps up 300%. Make it make sense. Correct After the crash, business schools will start teaching Earnings Quality again It was a super popular class after the https://t.co/4y5lv9vF2o fiasco, but has been replaced with classes including "how to become a social media influencer" and "when in doubt, buy …
Oracle’s reported backlog growth masks serious risk. Much of the revenue depends on fragile assumptions about supply, capital, and infrastructure. Margins are likely to compress sharply, and competitors will feel the impact as revenue is shifted rather than created. The market may be mispricing both risk and sustainability, leaving investors exposed if these expectations fail. …
The Big Short wasn’t about 2008. It was about every earnings call you’re watching right now. 2006: lenders bragged about profits while delinquency rates exploded. 2025: – Corporates brag about “AI revenue” but hide costs. – They brag about “stable headcount” but bury workforce hollowing. – They brag about “strong balance sheets” but roll silent …
Two Nvidia customers made up 39% of Nvidia’s revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker’s clientele. “Customer A” made up 23% of total revenue, and “Customer B” comprised 16% of total revenue, according to the company’s second-quarter filing with the …
We Cannot Afford A Recession There has been ongoing debate as to whether the U.S. economy can weather some of the headwinds we’re currently facing. However, if the past two recessions are any indication, we simply cannot afford a recession—not fiscally, not politically, and certainly not mathematically. The core issue is that the debt-to-revenue ratio …
Nvidia’s profits vanish into thin air Soaring sales, sinking cash, red flag rising $NVDA Posted $56 billion in revenue growth and $26 billion in that income but just $15 billion in cash flow that’s a 58% conversion down from 90% receivables balloon draining $5.7 billion revenue soar and cash crawls is a classic red flag …
I don’t know who needs to hear this but… There is a NON-zero chance that tomorrow’s AI boom ends tomorrow. I’m not betting that way, but it is important to realize that there is a non-zero chance it all ends tomorrow with $NVDA earnings. Some of ya’ll way too concentrated.… — I Sell Options Guy …
Cisco, the San Jose-based technology giant, has announced another round of layoffs affecting Bay Area workers, marking a familiar pattern of reporting skyrocketing revenue followed by drastic job cuts. According to Aug. 13 WARN filings with California’s Employment Development Department, the company will eliminate 221 positions across its Milpitas and San Francisco offices. WARN documents …
Meta’s ad math now comes with creative accounting and a side of shipping fees. Nice A whistleblower alleges that Meta (META) artificially inflated return on ad spend by counting shipping fees as revenue, subsidizing bids in ad auctions, and applying undisclosed discounts, according to Ad Week – Source — KKGB (@INArteCarloDoss) August 20, 2025 Seems …
AI startup Harvey has reached $100 million in annual recurring revenue after its weekly average users have quadrupled over the past year. Harvey runs an artificial intelligence-powered legal platform that can help with legal research, drafting and diligence projects. The company earned a spot on the 2025 CNBC Disruptor 50 list. Artificial intelligence startup Harvey …
Snowflake debuted at roughly 100× revenue valuation at its IPO, even though it was doubling revenue annually. Palantir meanwhile is clocking in at around 30% annual growth—a sharp disparity. Investors are now questioning how PLTR earned wildly higher multiples given slower expansion. https://www.businessinsider.com/palantir-q2-earnings-preview-pltr-stock-price-outlook-ai-forecast-2025-8 Palantir’s Q2 revenue surged 48% to $1 billion, boosted by U.S. government contracts …
They hit $1 billion. But the multiple still demands miracles. Palantir posted second-quarter revenue of $1 billion, up 48% from last year. Earnings per share came in at $0.16, beating consensus by $0.02. U.S. commercial nearly doubled to $306 million. Government contracts jumped 53% to $426 million. Total contract value surged 140% to $2.27 billion. …
You can beat earnings. You can post record margins. But if your stock trades at 90 times forward revenue, none of that matters unless you rewrite physics. Palantir’s Q2 2025 earnings are set to land between $934 million and $938 million. That’s up 38% YoY. Operating income clocks in at $403 million, with adjusted margins …
Apple delivered $94 billion in revenue in Q3 2025, up nearly 10 percent year‑on‑year, and posted earnings per share of $1.57, above expectations. “Apple shares fell after the company trimmed its stock buyback program … ‘The $100 billion buyback announced is below the $110 billion announced a year ago, which we found as a bit of a head‑scratcher,’” said …
The numbers came early. Stellantis dropped its unaudited first-half results on July 21. No waiting. No spin. The damage was too big to hold. Net loss landed at €2.3 billion. That’s $2.68 billion. Revenue fell to €74.3 billion. Last year’s first-half pulled €85 billion. That’s a €10.7 billion drop. The company suspended guidance in April. …
JUST IN: Raising taxes leads to higher tax revenue. pic.twitter.com/lcQBtpOJBl — Spencer Hakimian (@SpencerHakimian) July 21, 2025
Tariffs are currently generating over $300bn in revenue, an increase from closer to $80bn a year ago pic.twitter.com/THwYPvlcPJ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 2, 2025
Google had the lead. DeepMind was years ahead in language modeling. They had the architecture. They had the data. They had the compute. But they didn’t launch. Not because they couldn’t. Because they wouldn’t. According to a senior insider, Google shelved its early LLMs to avoid cannibalizing its own ad business. A direct-answer model would …
BREAKING: The US Treasury posted a $316 billion budget deficit in May, the third-largest on record. This comes as total government outlays rose 3% from YoY, to $687 billion, per ZeroHedge. And, while tariff revenue surged 270% YoY, to a record $23 billion, it barely made a dent in the deficit. In the first 8 …
FYI: Ron Baron thinks Tesla owned and operated Robotaxis will generate $50,000 revenue miles a year, per car. pic.twitter.com/YUaKG8Zlkd — Nic Cruz Patane (@niccruzpatane) June 23, 2025
Also https://t.co/0RzE8ZIQeM — Abhijeet Patra (@abhijeetpatra88) June 11, 2025
The Tanning Tax Repeal Act of 2025 scraps a 15-year-old ObamaCare relic that crushed small businesses while failing miserably to meet revenue targets. The 10% excise tax on indoor tanning services was projected to rake in $2.7B over a decade but barely delivered $91M by 2012.… — Watch DOGE (@dogeai_gov) June 8, 2025
The UK government’s attempt to raise revenue through higher capital gains taxes has backfired, triggering an exodus of high-net-worth individuals and a 10 percent drop in net tax collections. Officials had anticipated increased revenue, but instead, the policy has led to fewer taxable transactions and a shrinking tax base. This is a textbook example of …
Goldman thinks reciprocal tariffs could be replaced with Section 122 tariffs for 150 days while Section 301/232 tariffs are put in place country by country pic.twitter.com/ws2mU6cdfu — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 29, 2025 Goldman Sachs says recent tariff court ruling is just noise. Trump won’t back down, and neither will the …
$NVDA NEWS: EPS confusion NVIDIA Q1 2026: Adj. EPS $0.81 MISSES $0.88 BUT Nvidia came up with their own NEW adjusted earnings $0.96 (excl. $4.5B-$5.5B China write-down) beats Confusion from mixed EPS metrics & write-down. #NVIDIA #Earnings More in our report later. pic.twitter.com/7PVZKpkuiJ — The Coastal Journal (@1CoastalJournal) May 28, 2025 Nvidia’s revenue from Singapore …
The US is now collecting ~$255 Billion in annualized revenue from Trump’s tariffs pic.twitter.com/5Jh3xtiHNp — Geiger Capital (@Geiger_Capital) May 28, 2025