Nasdaq's 10% Dip Sparks Instant Backlash, as Expected
Only a 10% correction in the Nasdaq, and can already feel the nasty comments starting to pop up on the podcast feed like clockwork
SpaceX and Tesla Set to Merge, Become “X”
Prediction: SpaceX and Tesla merge within the next 12 months @CCM_Ryan thinks it will be renamed to "X"
Musk's Merged Empire Needs $100B or Faces Bankruptcy
It is solely done to paint a narrative where the combined Tesla/SpaceX company (yes, this is going to happen) will need to raise $100 billion to keep the party going for Musk a few years more If this doesn't happen, we...
OpenAI's $110 B Funding
I feel like we are underplaying the fact that OpenAI raised $110 billion in a single funding round
AI's Capital Cycle Mirrors Historical Patterns
I regret to inform everyone that the AI capital cycle looks like all other capital cycles in history
Accelerated Buyback Could Boost $RELY Long-Term Price
Since you have a lot of free time on your hands now @matt_oppy, I would suggest running some quick numbers (can even have Claude do it for you) on what an accelerated buyback program could mean for the long-term share...
Nintendo's Q4: Hardware Leads, Moat Questioned
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
ZM Poised for Upside with Buyback, Growth, Cheap Valuation
- Anthropic catalyst - Pouring cash into buyback w/ conservative balance sheet - 5% annual gross profit growth since EOY 2022 - stock trading below 17x EV/EBIT per @fiscal_ai Very interesting set-up for $ZM over next couple of years https://t.co/75MsUcEE1b
PMI's Q4 Results Reshape Valuation and Investment Outlook
In subscribers' inboxes this morning Philip Morris International: The Next Phase $PM - Q4 earnings - Combustibles formula - HTU durability - Pouch uncertainty - Valuation + capital returns - My investment decision (newsletter link in bio) https://t.co/gcDQdJkcds