Founder @ McDuck Enterprises, Adventure Capitalist, Pince-nez glasses and spats aficionado. 95% Intraday Speculator.
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Joined August 2014
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Jefferies connecting the missing dots and figuring out the $AIXA in Germany as the beneficiary here.
I'm taking a swing long here, might take a few days with the sleepy Europeans to figure it out.
infineon.com/press-release/2…
Ed Zitron is one of those retards of this cycle that sounds smart so all the mid-curve cucks listen to him like he’s actually smart.
Dumb people don’t get what he’s saying and smart people understand he doesn’t know what he’s saying.
Anthropic "is burning cash like crazy" was one big lie, spread by the Ed Zitrons of the world.
For the first 6 months of 2026, Anthropic generated positive free cash flow of $3.4 billion ($3.9 billion of cash flow from operations less $482 million of capex).
And stock-based compensation was only $2.2 billion.. So even FCF less SBC was positive.
One thing to consider with $CCI $AMT and $SBAC today:
On $SPCX 2Q26 call, Musk and Shotwell explicitly stated they intend to avoid "very expensive and difficult to locate large cellular base stations".
Instead, their plan is to bypass traditional tower infrastructure by deploying a dense network of small rooftop femtocells integrated directly onto Starlink dish customer premises gear.
"ESMO ON MODERNA-MERCK DATA LEAK: CANNOT DETERMINE WHETHER THE INCIDENT RESULTED FROM HUMAN ERROR, A TECHNICAL ISSUE, OR ANOTHER CAUSE."
Prob filed under "another cause" then?
$MRNA
Analysts to their LLMs after $META:
"Please include a funny, catchy headline incorporating the word MUSE too somehow".
> wake up, grab a coffee
> open X
> read about “heavy selloff”
> wait what
> whip open IBKR app
> spoos down a percentage
> q’s less than 2
> smh that ain’t heavy
Looks like this new $NVDA cluster might be a headwind for some of the white space fit out names:
$IESC Containerized precabled clusters completely bypass their bread n butter white space work, basically eliminating thousands of billable labor hours for indoor structured cabling & overhead trays.
$FIX Off the shelf, factory integrated secondary cooling loops and preplumbed manifolds directly cannibalize the premium margins they earn on bespoke indoor piping and custom mechanical skids.
$EME While insulated outdoors by heavy civil and substation scale, their high margin commercial interior electrical and white space fit out divisions lose significant project scope to factory integrated container builds.
There are many conference call apps out there transcribing live text, but when you absolutely need to also read the lyrics of the song playing while they set up things over at $NVDA GTC Berlin, nothing comes close to @Quartr_App
He will remain in french terror watch-list for the next few years as a punishment for this horrible act.
Brian Fenske from $BAC highlights $ORCL investor day next week.
My hunch is they will announce the Cowen checks then about $NVDA backstopping their financing.
Elias got the investigative work done beforehand.
Good old Michael Elias comes out blasting this morning with checks indicating none other than Papa Jensen from $NVDA himself is backstopping $ORCL buildout. Should read as a massive overhang removed in this name.
Neoclouds acting a bit tricky this morning though, with $CRWV $NBIS down and a certain Korean IPO getting clapped.
Other names - $SPCX re-sizing but not sure which way, $GOOGL remains active and $AMZN steady.
Quote from $EFX call, VS is eating $FICO lunch on an accelerating basis:
"We have the positive of vantage conversion when we look to 2027. I am sure you are thinking about that just as we are. That momentum is super strong. When the FHFA opened up the LLPA tables a few weeks ago, what we are hearing from our mortgage customers is they are going to move to the VantageScore to take advantage of that significant price delta versus the FICO score."
Recall the $FICO sell off from around a month ago? Name has recovered a bit.
Now $EFX throws some new cold water on it. From their EPS PR:
VantageScore's $1 price lock through 2028 directly undercuts FICO's high margin wholesale biz, dangling a $1 billion annual cost savings carrot in front of margin strained lenders.
Over 200 mortgage lenders have completely dropped FICO to run exclusively on VantageScore, while FHA/Ginnie Mae onboarding on January 1 expands this replacement threat into govt backed loans.
Recall the $FICO sell off from around a month ago? Name has recovered a bit.
Now $EFX throws some new cold water on it. From their EPS PR:
VantageScore's $1 price lock through 2028 directly undercuts FICO's high margin wholesale biz, dangling a $1 billion annual cost savings carrot in front of margin strained lenders.
Over 200 mortgage lenders have completely dropped FICO to run exclusively on VantageScore, while FHA/Ginnie Mae onboarding on January 1 expands this replacement threat into govt backed loans.
Good old Michael Elias comes out blasting this morning with checks indicating none other than Papa Jensen from $NVDA himself is backstopping $ORCL buildout. Should read as a massive overhang removed in this name.
Neoclouds acting a bit tricky this morning though, with $CRWV $NBIS down and a certain Korean IPO getting clapped.
Other names - $SPCX re-sizing but not sure which way, $GOOGL remains active and $AMZN steady.