Posts
Strategy proposal, critique requested
I’m finally at a place in life where I can max out my 403b and a 457b through my job. I also have excess money (other than the 3-6m in a HYSA) sitting in an individual brokerage account and has mostly been in VTSAX. I‘ve been playing around with a …
According to SpaceX IPO papers, Anthropic is paying SpaceX $15 billion per year
According to SpaceX IPO papers reported by Axios, Anthropic is paying SpaceX $1.25 billion per month through May 2029 as part of the compute deal the companies signed earlier this month. That comes out to roughly $15 billion a year. For comparison, Axios says SpaceX’s annual revenue is around $18 …
Anthropic to turn profitable for the 1st time ever in Q2 2026 - WSJ
Anthropic is experiencing such explosive growth that it is expected to report its **first-ever operating profit in the second quarter of 2026**, according to internal financial projections reviewed by [The Wall Street Journal](https://). Anthropic generated **$4.8 billion in revenue in Q1 2026**. It expects revenue to jump to **$10.9 billion …
Intuit took a dive after what appears to be a good earnings call. What happened?
They had a good Q3 with 10% in revenue of $8.56B with FY26 revenue and non-GAAP guidance to $21.34B - 21.37B and $23.8-$23.85, respectively. What do you think is the cause of the dive? Could 17% corporate layoffs be part of it?? *The company also announced it is reducing its …
Vital Farms (VITL) Insider Buying Has Gone Stratospheric the Past Week
Source: https://www.dataroma.com/m/stock.php?sym=VITL 9 different executives, about $400k in total, from May 13th through today. This enough to signal a catalyst forthcoming? Date Filed Reporting Name Relationship Trans. Date Shares Price $ Total Value $ 20 May 2026 FLANAGAN GLENDA J Director 18 May 2026 6,100 8.33 50,813 19 May 2026 …
Am I doing this right?…
I’m 29 and brand new to investing (seriously, that is… not just stupid meme coins). I recently discovered some old 401(k) accounts from previous jobs totaling around $23k that I had completely forgotten about. I’m in the middle of doing direct rollovers into a RH Traditional IRA to consolidate everything …
The War Is Over. The Strait Is Open. We Totally Won. The Iran War According to Donald Trump.
It always amazes me that the market goes up or down when Trump says anything about the war. It feels to me the markets would be smarter to react on what Iran says. For weeks, President Trump has searched for a way to end the war in Iran. He has …
NVDA Quarterly Revenue $81.6 billion (up 85% YoY)
**NVDA Quarterly Results** * Revenue = $81.6 billion (up 85% YoY) * Net Income = $58.3 billion (up 211% YoY) * Earnings Per Share = $2.39 (up 214% YoY) --------- **NVDA Next Quarter Outlook** * Revenue = $91 billion (plus or minus 2%) * Gross Margin = 74.9% (plus or …
Intuit Reports Strong Third-Quarter Results and Raises Full-Year Revenue Guidance
**Intuit Reports Strong Q3 Results, Revenue Up 10% to $8.6 Billion** Intuit CEO Sasan Goodarzi said the company delivered strong third-quarter results, driven by its AI-focused expert platform strategy. > “We delivered strong third-quarter results, driven by our AI-driven expert platform strategy. We have ignited significant growth engines across the …
$DUOT Duos Technologies: The Story Is No Longer Rail, But The Proof Still Has To Show Up
I have followed Duos Technologies for a long time. This was originally a rail technology story. The company had what looked like an impressive railcar inspection platform, and I believed the technology had real value. The problem was never that the product did not make sense. The problem was that …