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The Vanguard Group just did something no-one expected, they doubled down on NextNRG (NASDAQ: $NXXT) - but why ?? The recent Vanguard filing disclosed 2,203,563 shares of NXXT in its latest 13F-HR, filed January 29, 2026. The prior filing showed 1,049,265 shares, meaning Vanguard more than doubled its position... show more

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21,367,323 просмотров • 6 месяцев назад •via X (Twitter)

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Vanguard - the “mega-fund” people "joke" own everything - just doubled down on NextNRG, Inc. (NASDAQ: $NXXT) For the quarter ended Dec. 31, 2025, The Vanguard Group, Inc. disclosed 2,203,563 shares in its latest 13F-HR, filed Jan. 29, 2026. That’s up from 1,049,265 shares previously — a +110.01% QoQ jump in reported shares. And it’s not only Vanguard. JPMorgan Chase & Co. appears on the same institutional ownership table with 23,241 shares, listed as +94.00% on an amended 13F line. Zoom out: the dataset shows 92 institutional owners holding 6,083,949 total institutional shares. Institutions don’t file memes — they file positions. Important nuance: 13Fs are quarter-end snapshots. They don’t tell you when the buying happened — but a doubling like this often signals deeper passive/systematic participation. Then you check operations: the company reported preliminary Dec 2025 revenue of ~$8.01M (+253% YoY) and ~2.53M gallons delivered (+308% YoY), with ~7% MoM revenue and ~14% MoM volume growth. So here’s the question: why increase exposure now — and what’s the market still missing? $NXXT — DYOR. Not financial advice.

Vanguard - the “mega-fund” people "joke" own everything - just doubled down on NextNRG, Inc. (NASDAQ: $NXXT) For the quarter ended Dec. 31, 2025, The Vanguard Group, Inc. disclosed 2,203,563 shares in its latest 13F-HR, filed Jan. 29, 2026. That’s up from 1,049,265 shares previously — a +110.01% QoQ jump in reported shares. And it’s not only Vanguard. JPMorgan Chase & Co. appears on the same institutional ownership table with 23,241 shares, listed as +94.00% on an amended 13F line. Zoom out: the dataset shows 92 institutional owners holding 6,083,949 total institutional shares. Institutions don’t file memes — they file positions. Important nuance: 13Fs are quarter-end snapshots. They don’t tell you when the buying happened — but a doubling like this often signals deeper passive/systematic participation. Then you check operations: the company reported preliminary Dec 2025 revenue of ~$8.01M (+253% YoY) and ~2.53M gallons delivered (+308% YoY), with ~7% MoM revenue and ~14% MoM volume growth. So here’s the question: why increase exposure now — and what’s the market still missing? $NXXT — DYOR. Not financial advice.

Victor Renard

12,252,125 просмотров • 6 месяцев назад

NextNRG (NASDAQ: NXXT) has quietly built real momentum across multiple fronts. In less than a year, the company scaled from minimal revenue to nearly ~$100M in 2025, driven by record monthly results and an exit run-rate of ~$7–8M per month. Operationally, fuel deliveries surged, with millions of gallons delivered and triple-digit year-over-year growth reported in late 2025. Through its EZFill platform, NextNRG serves 700+ commercial and enterprise clients, including mission-critical operators such as Amazon and Kroger, where uptime and reliability are essential. On the infrastructure side, the company has executed long-duration microgrid PPAs, particularly in healthcare, demonstrating a repeatable, contracted energy model. Institutional interest is present as well, with disclosed holders including Vanguard and BlackRock, among others. As AI-driven energy demand grows faster than grids can adapt, NextNRG operates directly in that gap with AI-powered microgrids, intelligent energy management, and immediate energy delivery. Not financial advice. Do your own research.

NextNRG (NASDAQ: NXXT) has quietly built real momentum across multiple fronts. In less than a year, the company scaled from minimal revenue to nearly ~$100M in 2025, driven by record monthly results and an exit run-rate of ~$7–8M per month. Operationally, fuel deliveries surged, with millions of gallons delivered and triple-digit year-over-year growth reported in late 2025. Through its EZFill platform, NextNRG serves 700+ commercial and enterprise clients, including mission-critical operators such as Amazon and Kroger, where uptime and reliability are essential. On the infrastructure side, the company has executed long-duration microgrid PPAs, particularly in healthcare, demonstrating a repeatable, contracted energy model. Institutional interest is present as well, with disclosed holders including Vanguard and BlackRock, among others. As AI-driven energy demand grows faster than grids can adapt, NextNRG operates directly in that gap with AI-powered microgrids, intelligent energy management, and immediate energy delivery. Not financial advice. Do your own research.

Victor Renard

24,589,702 просмотров • 7 месяцев назад

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

In less than a year this company went from near a zero to close to $100M in revenue NextNRG (NASDAQ: NXXT) climbed from near zero to a revenue run rate approaching $100M, posting 250%+ year-over-year growth as AI-driven energy demand accelerates. Investors are paying attention: institutional holders include BlackRock, Vanguard, Chase, Geode, State Street, and UBS. That’s top-tier backing for a company solving real infrastructure bottlenecks, not hype. NextNRG serves 700+ commercial and enterprise clients, including Amazon, Kroger, and others demanding mission-critical, reliable energy. Its stack marries AI-powered microgrids, on-site generation, intelligent controls, patented technology, and immediate EZFill energy delivery to bridge gaps where grids lag. The United States already accounts for ~45% of global data-center electricity consumption, and the strain is real - even facilities with billions invested can be completed but still lack grid power. NextNRG’s strategy - repeatable deployments, long-term PPAs, and rapid microgrid scalability - positions it where demand, reliability intersect. Watch the data, follow the founders on X, and do your own research. This isn’t fringe - it’s infrastructure being built for the next decade. DYOR. Not a financial advise, this content is for entertainment purpose only!

Victor Renard

21,282,735 просмотров • 7 месяцев назад

$NXXT exploded +134% in just 55 minutes while volume surged past 51.58 million shares traded versus a 65-day average of only 3.14 million. The move was not random. Q1 2026 revenue climbed to $21.1 million from $16.3 million, up 29% year over year, while gross profit jumped to $1.71 million from $518 thousand. Gross margins also expanded sharply from 3.2% to 8.1%, showing the company kept significantly more money from every dollar of sales. The chart showed a vertical breakout followed by consolidation instead of an immediate collapse, which traders watch closely in momentum names. This is why small-cap stocks with rising revenue, improving margins, and extreme relative volume can reprice incredibly fast in a single session. Now traders are watching the next market open closely to see whether momentum and volume continue or fade after one of the wildest moves of the day. $NXXT $NVDA $MSFT $AMD $SMCI $PLTR $TSLA $META $AMZN $GOOGL $AAPL $FCX $HBM $SCCO $TECK $RIO $BHP $NRED $SMR $OKLO $CCJ $LEU $MSTR $COIN $BTC $ETH $SPY $QQQ $DIA $IWM $SOUN $BBAI $IONQ $RKLB $ASTS $HOOD

$NXXT exploded +134% in just 55 minutes while volume surged past 51.58 million shares traded versus a 65-day average of only 3.14 million. The move was not random. Q1 2026 revenue climbed to $21.1 million from $16.3 million, up 29% year over year, while gross profit jumped to $1.71 million from $518 thousand. Gross margins also expanded sharply from 3.2% to 8.1%, showing the company kept significantly more money from every dollar of sales. The chart showed a vertical breakout followed by consolidation instead of an immediate collapse, which traders watch closely in momentum names. This is why small-cap stocks with rising revenue, improving margins, and extreme relative volume can reprice incredibly fast in a single session. Now traders are watching the next market open closely to see whether momentum and volume continue or fade after one of the wildest moves of the day. $NXXT $NVDA $MSFT $AMD $SMCI $PLTR $TSLA $META $AMZN $GOOGL $AAPL $FCX $HBM $SCCO $TECK $RIO $BHP $NRED $SMR $OKLO $CCJ $LEU $MSTR $COIN $BTC $ETH $SPY $QQQ $DIA $IWM $SOUN $BBAI $IONQ $RKLB $ASTS $HOOD

Victor Renard

3,380,509 просмотров • 3 месяцев назад

NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

17,602,505 просмотров • 4 месяцев назад

UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

UPDATE ! NASDAQ: $DVLT is dropping a HUGE announcement ! They just put out a release saying it signed $750 million in tokenization contracts in Q1 2026, with about $77 million in associated fees tied to banking, IP licensing, token minting, and related services. The company said this supports its $200 million full-year 2026 revenue guidance. (Datavault AI Inc.) What makes this more serious is the broader setup around the company. DVLT has publicly highlighted growing institutional ownership from firms including Vanguard, State Street, and BlackRock, and third-party ownership pages also show Morgan Stanley among reported holders. Datavault’s own March 2026 release said Vanguard had grown to about 11.8 million shares, State Street to about 10.0 million shares, and BlackRock to about 4.1 million shares, based on public filings. (Datavault AI Inc.) On the partnership side, the company has announced work involving IBM, CLEAR, and NYIAX. Datavault said it joined IBM Partner Plus in March 2025, with IBM watsonx tied to its AI-driven monetization stack, and later said IBM committed 20,000 hours of solution-architect and AI-engineering support, which Datavault valued at $5 million. Datavault also announced a CLEAR integration for KYC and identity verification, and described NYIAX as a platform built on the Nasdaq financial framework, with a later definitive agreement to acquire NYIAX announced in March 2026. (Datavault AI Inc.) So the point is not just that DVLT released a big number. The point is that the company is trying to build around that number with institutional visibility, identity/KYC infrastructure, IBM-backed AI tooling, and NYIAX technology that Datavault has explicitly tied to Nasdaq-linked market infrastructure. That does not guarantee success, but it does make this more than a random headline. (Datavault AI Inc.) Disclaimer: This is not financial advice. Stocks can lose value, and you can lose money. We are sharing facts and data, but you should do your own homework and not rely solely on this information when making investment decisions. $NVDA $TSLA $PLTR $GOOG $AMC $GME

Victor Renard

6,004,760 просмотров • 4 месяцев назад

I just jumped off Shopify’s Q2 2024 Earnings Call. Shopify had a great quarter and we continue to push the envelope of what’s possible in commerce. ICYMI, here are the highlights of Q2 2024 Shopify: 1️⃣ We passed a major milestone: Shopify has officially processed 1 TRILLION dollars in cumulative GMV 2️⃣ We delivered on the financials: - Gross Profit in Q2 was $1 billion dollars - up 25% YoY and grew faster than revenue which was $2 billion for the quarter - Our free cash flow margin more than doubled to 16% from 6% last year - This is our fourth consecutive quarter of double-digit free cash flow margin 3️⃣ Brands continue to flock to Shopify; Casper, Away luggage, Tonal, Vince Camuto, Ami Paris, Therabody, and legacy brands like QVC and Barnes and Noble all joined Shopify. ⚡We aren’t just helping brands thrive online, but also offline in physical retail. Our offline business surpassed $100 billion in cumulative GMV. Brands like Mejuri and Evereve launched online and offline with Shopify, and Oak + Fort launched online and rolled out Shopify POS in over 40 locations. ⚡B2B continues to grow. Shopify had its single largest GMV month ever for our B2B business and B2B grew more than 140% YoY. We had incredible operational discipline, and we nailed the execution of the plan we laid out. We are so well positioned to power commerce for years to come. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter🚀

I just jumped off Shopify’s Q2 2024 Earnings Call. Shopify had a great quarter and we continue to push the envelope of what’s possible in commerce. ICYMI, here are the highlights of Q2 2024 Shopify: 1️⃣ We passed a major milestone: Shopify has officially processed 1 TRILLION dollars in cumulative GMV 2️⃣ We delivered on the financials: - Gross Profit in Q2 was $1 billion dollars - up 25% YoY and grew faster than revenue which was $2 billion for the quarter - Our free cash flow margin more than doubled to 16% from 6% last year - This is our fourth consecutive quarter of double-digit free cash flow margin 3️⃣ Brands continue to flock to Shopify; Casper, Away luggage, Tonal, Vince Camuto, Ami Paris, Therabody, and legacy brands like QVC and Barnes and Noble all joined Shopify. ⚡We aren’t just helping brands thrive online, but also offline in physical retail. Our offline business surpassed $100 billion in cumulative GMV. Brands like Mejuri and Evereve launched online and offline with Shopify, and Oak + Fort launched online and rolled out Shopify POS in over 40 locations. ⚡B2B continues to grow. Shopify had its single largest GMV month ever for our B2B business and B2B grew more than 140% YoY. We had incredible operational discipline, and we nailed the execution of the plan we laid out. We are so well positioned to power commerce for years to come. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter🚀

Harley Finkelstein

161,958 просмотров • 2 лет назад

$LMND is one of the best buys in the entire market. While the stock is down 50% over the last 4 months, fundamentals have never been stronger: - IFP grew 32% YoY last quarter, marking ten consecutive quarters of accelerating growth - Over the last 3 years, IFP doubled while employee count declined - $LMND tripled revenue while increasing gross profit 10x Being an AI company allows $LMND to scale without meaningfully increasing costs, something traditional insurers simply cannot compete with. $LMND can scale customers, products, and revenue without scaling headcount. This advantage is already showing up with autonomous car insurance, where $LMND offers up to 50% discounts for miles driven with FSD enabled on $TSLA vehicles. Traditional insurers cannot replicate this model without destroying their economics. The market is pricing weakness while fundamentals are showing the exact opposite. $LMND is on its way to becoming the biggest insurance company in the world.

$LMND is one of the best buys in the entire market. While the stock is down 50% over the last 4 months, fundamentals have never been stronger: - IFP grew 32% YoY last quarter, marking ten consecutive quarters of accelerating growth - Over the last 3 years, IFP doubled while employee count declined - $LMND tripled revenue while increasing gross profit 10x Being an AI company allows $LMND to scale without meaningfully increasing costs, something traditional insurers simply cannot compete with. $LMND can scale customers, products, and revenue without scaling headcount. This advantage is already showing up with autonomous car insurance, where $LMND offers up to 50% discounts for miles driven with FSD enabled on $TSLA vehicles. Traditional insurers cannot replicate this model without destroying their economics. The market is pricing weakness while fundamentals are showing the exact opposite. $LMND is on its way to becoming the biggest insurance company in the world.

Daniel

12,855 просмотров • 2 месяцев назад

🚨 THE AI TRADE JUST BROKE. Nasdaq 100 is down 10% from its record. Chips just closed lower four sessions in a row. The moment it turned was July 16. TSMC posted the best quarter in its history. Profit up 77%. Revenue up 33.7%. Then it raised 2026 capex from $56B to $64B and added $100B in Arizona. The stock sold off anyway. Record earnings, and the market sold it. That is the regime change. Good numbers stopped mattering the moment capex started eating the cash flow. Look at what actually changed. The entire AI bull case rested on one assumption: inference gets cheaper. Spend now, scale later, margins explode when compute collapses in price. Here is what happened instead. Memory was 8% of hyperscaler capex in 2023. It is 30% in 2026. Analysts model 48% by 2027. DRAM prices more than doubled this year. LPDDR5 is up over 3x since early 2025. HBM stays short through 2027. Costs are not collapsing. They are compounding. And the market finally noticed the tell. TSMC beat on profit and revenue, then guided capex higher, and the stock sold off. Good earnings are now bearish, because every dollar of capex needs a dollar of return that nobody can show yet. Meanwhile the money still moves in a circle. Anthropic at $965B. OpenAI at $852B. Both funded by the same players buying the same chips. SpaceX down 32% in six weeks, and it is the largest listing in history. This is the same structure as 2000, with better branding. But 2000 did not go straight down either. Nasdaq rallied 40% twice before the real collapse. Both rallies destroyed the shorts who were right too early. That is the phase we are entering now, not the crash. One more squeeze into early 2027. Then the actual dump. I called the $15,768 bottom and the $126,162 top by waiting for exactly this pattern. I am not shorting into the bounce. I am waiting for it to exhaust. Follow and turn notifications on. I post the moment it does.

🚨 THE AI TRADE JUST BROKE. Nasdaq 100 is down 10% from its record. Chips just closed lower four sessions in a row. The moment it turned was July 16. TSMC posted the best quarter in its history. Profit up 77%. Revenue up 33.7%. Then it raised 2026 capex from $56B to $64B and added $100B in Arizona. The stock sold off anyway. Record earnings, and the market sold it. That is the regime change. Good numbers stopped mattering the moment capex started eating the cash flow. Look at what actually changed. The entire AI bull case rested on one assumption: inference gets cheaper. Spend now, scale later, margins explode when compute collapses in price. Here is what happened instead. Memory was 8% of hyperscaler capex in 2023. It is 30% in 2026. Analysts model 48% by 2027. DRAM prices more than doubled this year. LPDDR5 is up over 3x since early 2025. HBM stays short through 2027. Costs are not collapsing. They are compounding. And the market finally noticed the tell. TSMC beat on profit and revenue, then guided capex higher, and the stock sold off. Good earnings are now bearish, because every dollar of capex needs a dollar of return that nobody can show yet. Meanwhile the money still moves in a circle. Anthropic at $965B. OpenAI at $852B. Both funded by the same players buying the same chips. SpaceX down 32% in six weeks, and it is the largest listing in history. This is the same structure as 2000, with better branding. But 2000 did not go straight down either. Nasdaq rallied 40% twice before the real collapse. Both rallies destroyed the shorts who were right too early. That is the phase we are entering now, not the crash. One more squeeze into early 2027. Then the actual dump. I called the $15,768 bottom and the $126,162 top by waiting for exactly this pattern. I am not shorting into the bounce. I am waiting for it to exhaust. Follow and turn notifications on. I post the moment it does.

Nonzee

17,990 просмотров • 18 дней назад

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Microsoft is deceiving you by inflating its AI empire with money it handed its OWN customer first. They sold Wall Street a $37 billion AI business, then went silent the moment its own filing showed where that money came from. The line sits in the annual report for fiscal 2026: Microsoft recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue sharing payments. If you run that figure against Microsoft's own AI disclosures you'll find that OpenAI made up more than half, and likely around 70%, of everything the company counts as AI sales. ONE customer. A Microsoft spokesperson confirmed the figure covers all sales and revenue share from OpenAI. The 70% comes by assuming Microsoft's AI run rate kept growing at the 123% pace the company itself reported in March, which is the company's own optimistic math turned around on it. Now follow where that money starts: Microsoft has put around $12 billion into OpenAI since 2019. OpenAI spends its cash on computing power, and Microsoft is the cloud provider selling it. So the money leaves as an investment and comes back as an Azure bill. Microsoft then books that bill as AI revenue and shows it to investors as proof the AI business is "working." Microsoft invests in OpenAI -> OpenAI buys Microsoft compute -> Microsoft records the payment as AI revenue -> the AI growth story goes to Wall Street And a chunk of it never actually arrived. The same filing shows $6 billion of accounts receivable from OpenAI as of June 30. That is $6 billion of AI revenue Microsoft booked and had not been paid when the year closed. Now here's where it gets really concerning for anyone holding the stock... Microsoft has told the public how big its total AI business is exactly twice. Once for the quarter ending December 2024, when it said the unit was on pace for more than $13 billion a year. And once for the quarter ending March 2026, when Satya Nadella put it on pace for $37 billion. That $37 billion number went everywhere. It was the headline proof that Microsoft had won the AI race. Then fourth quarter earnings arrived, and Microsoft did NOT update it. The company that had been announcing the figure as its own scoreboard stopped announcing the figure. In the same stretch, the filing landed showing where most of it came from. So what is actually left underneath? The full year AI business ran near $34 billion. Take OpenAI out and roughly $10 billion remains. Microsoft has spent about $261 billion on capital expenditure since the start of 2022. That is the scale of the bet against what the rest of the AI business currently brings in. And the one customer holding it up is walking further away every quarter. In October, Microsoft's stake in OpenAI dropped to 27% from 32.5%. In April the partnership was rewritten so OpenAI can sell its products across any cloud it likes, which is how Amazon got a seat at the table. The exclusivity that made this arrangement valuable is gone. The compute bill and the unpaid $6 billion are still on Microsoft's books. Nadella spent two years telling the market Microsoft built the largest AI business in software. The filing shows one client bought most of it, on credit, using money Microsoft partly supplied. So watch the next earnings call: If Microsoft puts a fresh total AI number back on the board, the business found customers beyond OpenAI. If you hear a lot about AI momentum and never hear what it adds up to, you already know why the number went missing. But nonetheless, how is something like this even legal?

Ricardo

24,085 просмотров • 5 дней назад

Banks Smash Record Trading Revenues as Global Volatility Ignites Q1 2026 Bonanza Wall Street’s biggest banks delivered a trading revenue explosion in the first quarter of 2026, powered by intense market volatility that sent client activity through the roof. JPMorgan Chase $JPM led the pack with a record $11.6 billion in markets revenue, up 20% year-over-year. Fixed-income, currencies and commodities (FICC) surged 21% to $7.1 billion, while equities trading climbed 17% to $4.5 billion. The bank’s overall profit hit $16.5 billion, or $5.94 per share, crushing estimates and marking its second-best quarter ever. Not to be outdone, Goldman Sachs $GS posted record equities trading revenue of $5.33 billion, up 27%, as hedge-fund prime brokerage and derivatives desks lit up amid wild swings. The firm’s markets business contributed to a 14% jump in total revenue to $17.23 billion and a 19% rise in profit to $5.63 billion. Citigroup $C wasn’t far behind. Its markets revenue soared 19% to $7.2 billion its highest quarterly haul in over a decade. FICC revenue climbed 13% to $5.2 billion on strong commodities, credit and currency flows, while equities trading exploded 39% to a record $2.1 billion. Bank of America $BAC saw sales and trading revenue rise 13% to $6.4 billion, with equities trading jumping 30% to $2.83 billion on heightened client hedging and positioning. Morgan Stanley capped the blowout with its own record quarter: total revenue hit $20.58 billion, up 16%, driven by a record $5.15 billion in equities trading, up 25%. Analysts had called for the largest banks to deliver around $18 billion in stock-trading revenue alone for the quarter. The numbers show Wall Street is on pace to smash that target, with combined trading revenues across the majors exceeding $40 billion. The driver was unmistakable: extreme volatility from geopolitical tensions in the Middle East, energy-price swings and anxious investor flows. Traders racked up gains facilitating hedges in commodities and currencies while capitalizing on rapid moves across rates, credit and equities. Jamie Dimon himself highlighted the “increasingly complex set of global economic risks” even as his bank’s trading desks delivered the goods. Surging client activity in commodities, credit, emerging markets and energy futures turned uncertainty into revenue for the desks. Fixed-income units thrived on credit and currency flows; equities desks saw strong prime brokerage and derivatives demand. For the first time in years, every major player reported double-digit gains in sales and trading. The numbers confirm, the big banks thrive in high volatility environments served on a gold platter by President Trump. Q1 2026 will go down as one of the strongest trading quarters on record, setting a high bar for the rest of the year as volatility shows no signs of fading.

Banks Smash Record Trading Revenues as Global Volatility Ignites Q1 2026 Bonanza Wall Street’s biggest banks delivered a trading revenue explosion in the first quarter of 2026, powered by intense market volatility that sent client activity through the roof. JPMorgan Chase $JPM led the pack with a record $11.6 billion in markets revenue, up 20% year-over-year. Fixed-income, currencies and commodities (FICC) surged 21% to $7.1 billion, while equities trading climbed 17% to $4.5 billion. The bank’s overall profit hit $16.5 billion, or $5.94 per share, crushing estimates and marking its second-best quarter ever. Not to be outdone, Goldman Sachs $GS posted record equities trading revenue of $5.33 billion, up 27%, as hedge-fund prime brokerage and derivatives desks lit up amid wild swings. The firm’s markets business contributed to a 14% jump in total revenue to $17.23 billion and a 19% rise in profit to $5.63 billion. Citigroup $C wasn’t far behind. Its markets revenue soared 19% to $7.2 billion its highest quarterly haul in over a decade. FICC revenue climbed 13% to $5.2 billion on strong commodities, credit and currency flows, while equities trading exploded 39% to a record $2.1 billion. Bank of America $BAC saw sales and trading revenue rise 13% to $6.4 billion, with equities trading jumping 30% to $2.83 billion on heightened client hedging and positioning. Morgan Stanley capped the blowout with its own record quarter: total revenue hit $20.58 billion, up 16%, driven by a record $5.15 billion in equities trading, up 25%. Analysts had called for the largest banks to deliver around $18 billion in stock-trading revenue alone for the quarter. The numbers show Wall Street is on pace to smash that target, with combined trading revenues across the majors exceeding $40 billion. The driver was unmistakable: extreme volatility from geopolitical tensions in the Middle East, energy-price swings and anxious investor flows. Traders racked up gains facilitating hedges in commodities and currencies while capitalizing on rapid moves across rates, credit and equities. Jamie Dimon himself highlighted the “increasingly complex set of global economic risks” even as his bank’s trading desks delivered the goods. Surging client activity in commodities, credit, emerging markets and energy futures turned uncertainty into revenue for the desks. Fixed-income units thrived on credit and currency flows; equities desks saw strong prime brokerage and derivatives demand. For the first time in years, every major player reported double-digit gains in sales and trading. The numbers confirm, the big banks thrive in high volatility environments served on a gold platter by President Trump. Q1 2026 will go down as one of the strongest trading quarters on record, setting a high bar for the rest of the year as volatility shows no signs of fading.

Financelot

18,129 просмотров • 4 месяцев назад

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

Jason Luongo

27,595 просмотров • 5 месяцев назад

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...

Sam Altman just dropped the most insane business flex in tech history. OpenAI doing $13 BILLION in revenue this year. Projecting $100 BILLION by 2027. That's a 7.7X in revenue in 2 years. But they also just committed $1.4 TRILLION to infrastructure over 8 years. When a reporter asked "how the fuck are you paying for that?" Sam literally said: "We're doing WELL MORE revenue than reported. If you don't like it, I'll find someone to buy your shares." Then Satya Nadella (Microsoft CEO) just laughed. This is the most aggressive "fuck around and find out" energy I've ever seen from a CEO. OpenAI is literally spending 107X their current revenue on infrastructure. That's not a typo. ONE HUNDRED AND SEVEN TIMES Most cloud companies spend 15-30% of revenue on infrastructure. OpenAI? 10,700%. This is either: The biggest bet in tech history. OR The setup for the most catastrophic collapse since Theranos. And Sam's basically daring short-sellers to try him. "I would LOVE to see them get burned on that." Meanwhile they're losing $12 BILLION per quarter. Microsoft's latest earnings showed a $4 billion charge that implies OpenAI burned through $12B last quarter alone. But Sam doesn't care. He's doubling down. $300 billion deal with Oracle. $100 billion with Nvidia. Tens of billions more with AMD, Broadcom, and AWS. All while the company isn't even profitable. When the podcast host asked if OpenAI could hit $100 billion by 2028 or 2029... Sam cut him off and said: "How about '27?" This man is either: A) The next Elon Musk building the future. B) About to pull off the biggest financial implosion in tech history. There's literally no middle ground here. Either OpenAI becomes a trillion-dollar company. Or it goes down as the most expensive failure ever. And Sam's basically telling everyone who doubts him to short the stock so he can watch them burn...

Ricardo

429,960 просмотров • 9 месяцев назад

🚨 PLEASE, DON’T FALL FOR THIS TRAP SpaceX’s first earnings report in company history was published yesterday. Everyone’s watching the revenue number. They’re watching the wrong thing. Because tomorrow, something happens that matters far more than any number. And almost nobody is pricing it in. 900+ MILLION shares get released. That MORE THAN DOUBLES the tradable supply. Let’s connect the dots. The numbers might even look good. Revenue: ~$7B. Starlink is earning more than expected. But the setup that nobody escapes is simple: “Good earnings”: The pop becomes exit liquidity for insiders who can finally sell. “Bad earnings”: Weakness + a doubled float = a trapdoor. There is no clean bullish path through this week. And this is just WAVE ONE. The next round of unlocks will happen in November. The float keeps flooding the market through December. This is where you should be extra cautious. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 PLEASE, DON’T FALL FOR THIS TRAP SpaceX’s first earnings report in company history was published yesterday. Everyone’s watching the revenue number. They’re watching the wrong thing. Because tomorrow, something happens that matters far more than any number. And almost nobody is pricing it in. 900+ MILLION shares get released. That MORE THAN DOUBLES the tradable supply. Let’s connect the dots. The numbers might even look good. Revenue: ~$7B. Starlink is earning more than expected. But the setup that nobody escapes is simple: “Good earnings”: The pop becomes exit liquidity for insiders who can finally sell. “Bad earnings”: Weakness + a doubled float = a trapdoor. There is no clean bullish path through this week. And this is just WAVE ONE. The next round of unlocks will happen in November. The float keeps flooding the market through December. This is where you should be extra cautious. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

74,795 просмотров • 13 дней назад

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 просмотров • 2 месяцев назад

All hell is about to break loose.. Recent court filing in the ongoing defamation lawsuit Coomer v. Byrne et al — Eric Coomer in a Deposition yesterday admitted to working with Foreign Actors in the 2020 election (Case No. 8:24-cv-00008-TPB-SPF, U.S. District Court for the Middle District of Florida, Tampa Division). In a motion filed just before Eric Coomer's deposition on January 27, 2026, Coomer sought a protective order to limit questioning on certain topics, including his interactions with foreign nationals or China, Serbia, and Venezuela. In that filing, he acknowledged having professional discussions with foreign nationals regarding Dominion Voting Systems' equipment, vote adjudication software, election system coding, and source code programming at a technical level. Read that again… foreign actors had access to Dominion Voting Systems' equipment, vote adjudication software, election system coding, and source code programming at a technical level. The HUGE glaring problem is that this directly contradicts prior public statements from Dominion that emphasized “no foreign involvement in its core operations or U.S. elections”.. I keep saying it. 2020 is not over. Emerald Robinson ✝️ Patrick Byrne

All hell is about to break loose.. Recent court filing in the ongoing defamation lawsuit Coomer v. Byrne et al — Eric Coomer in a Deposition yesterday admitted to working with Foreign Actors in the 2020 election (Case No. 8:24-cv-00008-TPB-SPF, U.S. District Court for the Middle District of Florida, Tampa Division). In a motion filed just before Eric Coomer's deposition on January 27, 2026, Coomer sought a protective order to limit questioning on certain topics, including his interactions with foreign nationals or China, Serbia, and Venezuela. In that filing, he acknowledged having professional discussions with foreign nationals regarding Dominion Voting Systems' equipment, vote adjudication software, election system coding, and source code programming at a technical level. Read that again… foreign actors had access to Dominion Voting Systems' equipment, vote adjudication software, election system coding, and source code programming at a technical level. The HUGE glaring problem is that this directly contradicts prior public statements from Dominion that emphasized “no foreign involvement in its core operations or U.S. elections”.. I keep saying it. 2020 is not over. Emerald Robinson ✝️ Patrick Byrne

MJTruthUltra

132,986 просмотров • 6 месяцев назад

🚨🇷🇺📉 Support for Russia's war in Ukraine has reached its weakest level since the full-scale invasion began. A new survey suggests public confidence in the Kremlin's military campaign continues to erode after more than four years of war. According to the Levada Center's July 2026 poll, only 8% of respondents described Vladimir Putin's so-called "special military operation" as "very successful," the lowest level recorded in more than four years. The survey also found that: ▪️ 8% consider the war "completely unsuccessful"; ▪️ 20% describe it as "rather unsuccessful"; ▪️ 22% were unable or unwilling to give an assessment. At the same time, the share of respondents who said they "rather do not support" or "do not support at all" the actions of the Russian Armed Forces in Ukraine rose to 21%, the highest level since the invasion began. Meanwhile, the proportion of Russians who say they "strongly support" the war has fallen to 34%, down from more than 50% during the first month of the full-scale invasion. The poll suggests that, despite continued state control over the information space, public enthusiasm for the war is gradually declining as the conflict drags on and its human and economic costs continue to mount. See the latest updates with us: Visioner

🚨🇷🇺📉 Support for Russia's war in Ukraine has reached its weakest level since the full-scale invasion began. A new survey suggests public confidence in the Kremlin's military campaign continues to erode after more than four years of war. According to the Levada Center's July 2026 poll, only 8% of respondents described Vladimir Putin's so-called "special military operation" as "very successful," the lowest level recorded in more than four years. The survey also found that: ▪️ 8% consider the war "completely unsuccessful"; ▪️ 20% describe it as "rather unsuccessful"; ▪️ 22% were unable or unwilling to give an assessment. At the same time, the share of respondents who said they "rather do not support" or "do not support at all" the actions of the Russian Armed Forces in Ukraine rose to 21%, the highest level since the invasion began. Meanwhile, the proportion of Russians who say they "strongly support" the war has fallen to 34%, down from more than 50% during the first month of the full-scale invasion. The poll suggests that, despite continued state control over the information space, public enthusiasm for the war is gradually declining as the conflict drags on and its human and economic costs continue to mount. See the latest updates with us: Visioner

Visioner

25,157 просмотров • 11 дней назад

BREAKING $GRAB Q2 2026 Earning Call Full✅🚀 This is a Triple Beat Quarter, while short sellers expected misses and negative EPS. Short sellers love lying about Mike and lose $5-$10B long term. Current Short Interest: 315,168,660 shares Q2 2026 Earning Call: Revenue: $997M vs $989.5M est ✅ EPS: $0.06 vs $0.01 est ✅ Raised Guidance to $4.1-$4.15B ✅ $750M additional Buyback✅ MTUs hit ATH 54M 17% YoY✅ GrabUnlimited mem grew 20% YoY ✅ Loanbook accelerated to $2.3B or 197% YoY✅ GrabFin is on track to be profitable in H2✅ Gross & net cash liquidity were $7.4B & $5.4B✅ ~Affordability is unlocking new users and enforcing daily habit. ~Groceries or GrabMart grew 1.7 times the rate of Food Deliveries ~GrabFin is approaching Profitability in H2 ~Gross Loan Portfolio nearly tripled YoY to $2.3 billion ~The ecosystem lowers our cost to serve in Financial Services, and Financial Services strengthens the ecosystem in return ~The consolidation of Superbank and our acquisition of Stash are two of the most exciting additions we have made to this segment ~AI interaction with Merchants and Customers x10 ~Our engineers now pair with autonomous coding agents as standard practice, cutting time to market of new products by up to 30% YoY, while Jarvis, our internal AI data analytics assistant, cumulatively saves our sales teams approximately 40,000 hours every quarter. ~ H2 is expanding operating leverage with a strong momentum ~Superbank and Stash add higher growth and we have some Currencies volatility ~Deliveries GMV growth accelerated from the prior two quarters on a constant currency basis to 24% YoY, as we drove both Food and Mart MTUs to hit an all-time high in June. Q&A: ~We are on track for GrabFin to hit profitability in H2 2026 ~We are managing risk prudently on loan book as we scale it ~SuperBank been growing rapidly with over 7M customers. 60% of SuperBank uses Grab SuperApp. ~ Stash reaches $5.5B AUM with strong subscribers growth, help us drive GrabFin profitability ~ Uber relating to acquiring Delivery Hero. We have a strong flywheel on our SuperApp, we are not afraid of competition. ~ GrabMart has lots of upside or growth. Deepening partnerships with different groceries to drive growth ~ AI-auto grab groceries ~ Indonesia Commission Cap on 2 wheels and only 6% of GMV ~ Fuel Price is volatile, we will continue to support our drivers. We have even more drivers coming in the SuperApp. We already factored the support in the guidance. If Fuel goes down, that will help us. ~ Longer term, more EVs coming in at rapid pace. EVs reduce TCO for drivers. This quarter we have 9 new EV partnerships and expand charging relationships. ~ Mobility we care about number of rides and drivers as we face fuel volatility. We want to have strong supply of drivers to service strong demand. We are making sure Drivers earning up, make a good living. Margin was 8.6%, and we want to keep it healthy, we want this setup going into Q3 as we don't know where oil price gonna go. ~We executed $400M buyback from $500m announced at current share price. With new $750M additional Buyback take our cumulative buyback to $1.75B since 2024. We want to return capital back to shareholders as we generate more FCF from our businesses to drive shareholders' value long term ~ We are leading AV in Singapore, it will be a while for other SEA countries as most are 2 wheels ~ We want high density, trust, and scale. ~ Foodpanda Taiwan, We remain on track to enter Taiwan market. We working closely with Taiwanese regulators and expect to close by end of year. 1. FY2026 Group Revenue guidance of $4.10 billion - $4.15 billion (22% - 23% YoY growth); and 2. FY2026 Adjusted EBITDA guidance of $720 million - $740 million (44% - 48% YoY growth).

BREAKING $GRAB Q2 2026 Earning Call Full✅🚀 This is a Triple Beat Quarter, while short sellers expected misses and negative EPS. Short sellers love lying about Mike and lose $5-$10B long term. Current Short Interest: 315,168,660 shares Q2 2026 Earning Call: Revenue: $997M vs $989.5M est ✅ EPS: $0.06 vs $0.01 est ✅ Raised Guidance to $4.1-$4.15B ✅ $750M additional Buyback✅ MTUs hit ATH 54M 17% YoY✅ GrabUnlimited mem grew 20% YoY ✅ Loanbook accelerated to $2.3B or 197% YoY✅ GrabFin is on track to be profitable in H2✅ Gross & net cash liquidity were $7.4B & $5.4B✅ ~Affordability is unlocking new users and enforcing daily habit. ~Groceries or GrabMart grew 1.7 times the rate of Food Deliveries ~GrabFin is approaching Profitability in H2 ~Gross Loan Portfolio nearly tripled YoY to $2.3 billion ~The ecosystem lowers our cost to serve in Financial Services, and Financial Services strengthens the ecosystem in return ~The consolidation of Superbank and our acquisition of Stash are two of the most exciting additions we have made to this segment ~AI interaction with Merchants and Customers x10 ~Our engineers now pair with autonomous coding agents as standard practice, cutting time to market of new products by up to 30% YoY, while Jarvis, our internal AI data analytics assistant, cumulatively saves our sales teams approximately 40,000 hours every quarter. ~ H2 is expanding operating leverage with a strong momentum ~Superbank and Stash add higher growth and we have some Currencies volatility ~Deliveries GMV growth accelerated from the prior two quarters on a constant currency basis to 24% YoY, as we drove both Food and Mart MTUs to hit an all-time high in June. Q&A: ~We are on track for GrabFin to hit profitability in H2 2026 ~We are managing risk prudently on loan book as we scale it ~SuperBank been growing rapidly with over 7M customers. 60% of SuperBank uses Grab SuperApp. ~ Stash reaches $5.5B AUM with strong subscribers growth, help us drive GrabFin profitability ~ Uber relating to acquiring Delivery Hero. We have a strong flywheel on our SuperApp, we are not afraid of competition. ~ GrabMart has lots of upside or growth. Deepening partnerships with different groceries to drive growth ~ AI-auto grab groceries ~ Indonesia Commission Cap on 2 wheels and only 6% of GMV ~ Fuel Price is volatile, we will continue to support our drivers. We have even more drivers coming in the SuperApp. We already factored the support in the guidance. If Fuel goes down, that will help us. ~ Longer term, more EVs coming in at rapid pace. EVs reduce TCO for drivers. This quarter we have 9 new EV partnerships and expand charging relationships. ~ Mobility we care about number of rides and drivers as we face fuel volatility. We want to have strong supply of drivers to service strong demand. We are making sure Drivers earning up, make a good living. Margin was 8.6%, and we want to keep it healthy, we want this setup going into Q3 as we don't know where oil price gonna go. ~We executed $400M buyback from $500m announced at current share price. With new $750M additional Buyback take our cumulative buyback to $1.75B since 2024. We want to return capital back to shareholders as we generate more FCF from our businesses to drive shareholders' value long term ~ We are leading AV in Singapore, it will be a while for other SEA countries as most are 2 wheels ~ We want high density, trust, and scale. ~ Foodpanda Taiwan, We remain on track to enter Taiwan market. We working closely with Taiwanese regulators and expect to close by end of year. 1. FY2026 Group Revenue guidance of $4.10 billion - $4.15 billion (22% - 23% YoY growth); and 2. FY2026 Adjusted EBITDA guidance of $720 million - $740 million (44% - 48% YoY growth).

Mike

104,216 просмотров • 15 дней назад

I just talked to a 19 year old who's made $225,000 in 9 months building apps with zero coding experience. This is George. Like I said, he's 19! No technical background. Used an AI app builder to vibecode everything. He launched his first app in July 2025 called Fight AI. You bascially upload a video of yourself shadow boxing or sparring and it gives you a breakdown on form and technique. It made $1,800 the first month...What?? Still does over $1,000 a month today without him touching it. Then through cold outreach he lands a partnership with one of the biggest wrestling creators in the space. They go 50/50 on WrestleAI. Same concept, just for wrestling. They launched late September. $8,000 the first week. $30,000 in December. $40,000 a month by January. The whole growth was organic influencer posts. He pays $2 CPM. After wrestling season slowed down, revenue settled around $10,000 a month. So he launched two more apps. Boxing app does $23,000 lifetime. An app that analyzes your abs does $15,000. Now he's leaving his full time job to go all in. In this episode George: - Breaks down the exact influencer outreach strategy he uses - Shows me why fake followers and verification matter - Walks through his meta ads strategy - Explains how Apple pulled his app for two weeks over his co-founder's tweet And I tell him why I think this could be a publicly traded company. George was awesome.

I just talked to a 19 year old who's made $225,000 in 9 months building apps with zero coding experience. This is George. Like I said, he's 19! No technical background. Used an AI app builder to vibecode everything. He launched his first app in July 2025 called Fight AI. You bascially upload a video of yourself shadow boxing or sparring and it gives you a breakdown on form and technique. It made $1,800 the first month...What?? Still does over $1,000 a month today without him touching it. Then through cold outreach he lands a partnership with one of the biggest wrestling creators in the space. They go 50/50 on WrestleAI. Same concept, just for wrestling. They launched late September. $8,000 the first week. $30,000 in December. $40,000 a month by January. The whole growth was organic influencer posts. He pays $2 CPM. After wrestling season slowed down, revenue settled around $10,000 a month. So he launched two more apps. Boxing app does $23,000 lifetime. An app that analyzes your abs does $15,000. Now he's leaving his full time job to go all in. In this episode George: - Breaks down the exact influencer outreach strategy he uses - Shows me why fake followers and verification matter - Walks through his meta ads strategy - Explains how Apple pulled his app for two weeks over his co-founder's tweet And I tell him why I think this could be a publicly traded company. George was awesome.

Chris Koerner

97,010 просмотров • 1 месяц назад