Following $NVDA’s results today, I thought it might be worthwhile to re-examine the current AI landscape both short-term and longer-term. I wrote on July 11th, “I continue to believe there is a rising mismatch between the amount of capex spent on AI and the resulting revenues

JUST IN: Big Lots is reportedly considering filing for chapter 11 bankruptcy 😢 Stock is down 27% in the pre-market…

BREAKING: Dollar General PLUMMETS 26% in the premarket and is now DOWN ~70% from its 2022 highs DG follows a wave of struggling retailers seeing their stock plummet Most notably, Walgreens is trading at ~$9 a share, down ~90% from their all time highs 🤯

There's absolutely ZERO chance Babe Ruth was better than Shohei Ohtani On track for the first 50/50 year in baseball history And the ability to pull this off on the biggest stage, against one of the greatest hitters the game has ever seen Ohtani is undoubtedly the greatest

WOW! AutoZone's rise has truly been spectacular - their stock is trading near all-time highs and has 458x since their IPO They've defied gravity over the yrs, fighting off internet and retail giants like Amazon/Walmart/Costco What on EARTH is Autozone doing right?

Chick-Fil-A's average revenue per restaurant is an INCREDIBLE $7.5M per year while drive thru locations recently hit $9.3M 🤯 What do you think is the secret to their success? Avg Annual Revenue per Restaurant Chick Fil A: $7.5m Raising Canes: $6.2m Shake Shack: $4.0m

Buc-ee's recently opened the largest convenience store in the world in Luling, Texas The store is a massive 75k sq ft with 120 fuel pumps!! Also, a general manager of a Buc-ee's location can make NORTH of $225k per yr 🤯 Telling my future kids to work here over Goldman Sachs!

This is brutal... Miami International Mall's value has plunged $232M over the last decade 😲 The Simon Property owned mall was worth $391M in 2014 It was recently valued at $159M by Morningstar South Florida's indoor malls are facing trouble w/ rising vacancy according to TRD

BREAKING: Walgreens is trading under $9 a share and has plunged 90%+ from its all time highs The stock has not seen these kind of levels since Feb 1996 This is one of the most stunning collapses of a former blue chip retailer in recent memory

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Just a reminder this office tower in St Louis sold for $3.55M or ~$2.50 per square feet earlier this year That's less than 2% of its peak price in 2006 ($205 million) The collapse of office towers across the country has been absolutely stunning and there's more to come Stay

Callaway just announced that they plan on spinning off the struggling Top Golf from their golf equipment & apparel business There're a handful of Top Golf leased properties that've been sitting on the market for a while or listed, pulled, then relisted It'll be interesting to

Big Lots… 😢 Which retailer is next?