Posts
Larry Ellison and US Admin dump & pump oil
BEAR with me. Energy Secretary Chris Wright (1:00 pm)\*: US guided tanker through Hormuz \---------------- OIL DOWN 6% --------------- CBS owned by Larry Ellison (2:30 pm)\*\*: They mined Hormuz CNN owned by Larry Ellison (3:40 pm)\*\*: They mined Hormuz The actual President of the United States (4:07 pm): It would …
LULU and NKE YOLO
Sold my AMAT and AMD calls today and rolled the profits into these on the dip. Need the big booty baddies to save me 🙏
Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%
Oil Prices Mount as Iran Lays Mines In Straits of Hormuz
Iran has begun laying naval mines in the strategically vital Strait of Hormuz, according to two people familiar with U.S. intelligence reporting, in what analysts warn could extend the effective blockade of the world’s most critical energy chokepoint and deepen disruption to global oil flows. The mining activity — currently …
Iran begins laying mines in Strait of Hormuz, sources say
Oil spikes on report the US seeing signs Iran is preparing to deploy mines in Hormuz
Oracle under pressure from more than $100 billion in debt and massive layoffs
I wrote a full thesis on why AI hits white collar jobs first and credit markets next. Here’s my position.
The short version is this: I think people have the order backwards. This AI wave does not hit the bottom of the income ladder first. It hits higher income white collar work first. Software engineers, accountants, analysts, lawyers, and a lot of other people whose salaries are supporting big mortgages, …
$FISV Fiserv, Inc
Fiserv isn’t the kind of stock that gets meme love, but that’s exactly why it’s interesting right now. You’ve basically got a quiet infrastructure giant sitting in the background of the global payments system. While everyone argues about flashy fintech names, Fiserv is the company that actually runs a lot …