Rainy777
Rainy777
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I can't believe they voted this toddler into office. 
Trump Says US Has 'Total Control' over Strait of Hormuz
The only thing Nvidia announced was that large investment firms would like to invest other people's money in data centres and Nvidia would like a piece if it. But that's hardly news. Nothing else is concrete, same as the $100m investment in OpenAI from last year that never happened. 
Nvidia Stock Rises 3% as CEO Eases AI Debt Fears
Too much of the increase in earnings for the $SPDR S&P 500 ETF Trust(SPY)$ comes from tech companies saying their stake in OpenAI is worth more. And without it, not much else is increasing earnings. I think we're ripe for a correction, especially with the Iran war unresolved and the slide in the yen with repeated unsuccessful USDJPY interventions.
$143 per share for a company that earns $1.60? LOL. I guess all the Elon fans have changed their allegiance to Karp.
Palantir Stock Surges 14% After It Lifts Annual Revenue Forecast on Steady Demand for AI-Powered Data Analytics
Interventions by both Japan and South Korea is a really bad sign. A currency crisis is brewing.
Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention
Amazon profits aren't real. They were down if you take off revaluing their Anthropic stake.
Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets
He will be proven right again. Much of the increases seen in big tech revenue and profits is a mirage. It is either from the unprofitable companies they invest in or revaluing equity positions or both.
The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal
Lol. Half of the increase in Azure was from OpenAI, using Microsoft's money.
Microsoft's F4Q Puts Compute Overcapacity Debate to Rest
Government statistics get a bad rap but they are often compiled on very small budgets with no funding for any major changes. Maybe they will finally get a budget to allow changes. 
Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out
Wait, so even the most bullish Tesla analyst sees $Space Exploration Technologies(SPCX)$ as only having a 20% upside in the next 12 months? [LOL]  
SpaceX Got Its First Analyst. How High Shares Can Go
Keep the children away from Trump!
China's Xi, Trump Hold Talks, Chinese State Media Reports
Why would anyone buy INTC at a forward PE over 100 when TSM is on a forward PE of 26? Pure bubble behavior where you are gambling instead of investing. 
Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This
Does he think oil prices will magically drop if he TACOs? Deluded.
Trump Urges Countries to Go to Strait of Hormuz and "Just Take It"
Trump may have said this, same as he says a lot of stupid things. But walking away now would give Iran the win, so I doubt this is what USA will do.
Trump Tells Aides He's Willing to End War Without Reopening Hormuz
The reason retail gets 30% is that the institutional investors aren't interested as its way over priced. 
Musk Generously Shares the Cake. Why SpaceX IPO Plans to Allocate 30% Share to Retail Investors?
Believe what they do not what they say. Why move troops and ask for more money if they intend peace?
U.S. Sent Iran 15-Point Plan to End War, Report Says; Trump Says ‘in Negotiations Right Now’
High inflation is always good for gold in the long term as real interest rates (i.e. after removing inflation) will go below zero.
I can't believe people fell for it. It was always going to be a taco with one warship going to Greece for repairs and the marines still in transit.
Did Trump Just Pull a 'TACO' on Iran? Why Markets Will Remain Volatile, Even If Investors See Some Relief from Selling This Week
I'm going to be voting NO on $AES Corp(AES)$ buyout. They sold out to BlackRock based on one of the lowest stock prices in the last 8 years (in June 2025) i.e. just after Liberation Day sell off. And if anyone puts a in motion to get rid of the c-suite and board then I'll vote YES.
GIP And EQT Consortium To Buy AES For $10.7 Billion Cash
i think $NVIDIA Corp(NVDA)$ will pop after the announcement but then a day or two later the market will remember their war, tarrifs,  economy, or over investment fears and it will trend down again

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