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11% Growth Paid 29%, 37% Growth Cost 7.6%: The AI Trade Just Changed Layers
Three American technology companies reported quarterly results on Wednesday evening, and the market responded in a way the usual framework...
$96.2 Billion of Revenue, $24.1 Billion of Cash: Nvidia Is Now Financing Its Own Demand
Nvidia reported the largest quarter in its history after Wednesday’s close: $96.2 billion in revenue, up 106% from a year...
Oil Down 16%, the Hike Bet Up: The Reason for a September Increase Has Vanished — the Increase Has Not
On 23 July, Brent spot traded as high as $105 a barrel, and fed funds futures put the odds of...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Taiwan Semiconductor Manufacturing kept 59.9 cents of gross margin on every dollar of revenue in 2025. ASML, the only company…
- Ninety-One Cents on the Dollar and Half the Return: What a Royalty Actually Is
One company kept 91 cents of operating profit out of every dollar it collected in 2025. No mine, no underground…
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