TrendSpider

(2) And $300B of the RPO increase came from a five-year deal with OpenAI, per the The Wall Street Journal…?! Lol, ok.

Mark my words, this week marks peak bubble. Oracle just went up $300B on what appears to be a non-binding deal with OpenAI. •OpenAI doesn’t have $300 billion dollars •They don’t have anywhere near $300 billion dollars •By their own (presumably optimistic) projection, they

Peak bubble OpenAI $ORCL open.substack.com/pub/garymarcus…

⚠️ $ORCL TTN Deep Research: Oracle’s AI windfall is a financial engineering play as much as a technology one - sell multi-year capacity before it exists, then race physics, supply chains, and customer balance sheets to turn that paper into billable compute - Oracle’s AI euphoria

There’s a lot of worry about $DLO take rate compression. I’m going through $DLO’s results and earnings transcript/Q&A while working on my Q3 update and it seems like people are focusing on the wrong thing! Take APM as an example: They charge less per transaction but cost

$MDA MDA Space

bnnbloomberg.ca/business/2025/…

$ASTS Total Revenue estimate for 2025 $60M Contracted Revenue $1 Bil MC : $22.5 Bil $RKLB Total Revenue estimate for 2025 $580M Contracted Revenue $1.1 Bil MC : $24.3 Bil $MDA.to Total Revenue estimate for 2025 $1.6Bil Contracted Revenue $4.8 Bil MC : $2 Bil Huge Arbitrage

Jordan Zinberg’s Top Picks for Dec. 2, 2025 bnnbloomberg.ca/markets/2025/1…

$AVGO “beat” was manufactured, not earned. Broadcom reported $8.5B GAAP profit, but: • $3.0B came from a one-time tax swing • $4.4B came from adding back recurring expenses Meaning: over 50% of Broadcom’s “profit” wasn’t from actual AI chips sales. 😳

🦔The AI sector is generating $60 billion in revenue against $400 billion in spending this year, with the gap filled by circular financing and off-balance-sheet debt. CoreWeave exemplifies this: the company uses Nvidia's money to buy Nvidia's chips and rents them back to Nvidia

$AVGO reported EPS was fantasy. Real earnings were ~70% lower: • $3B tax swing • $4.4B add-backs • True EPS ≈ a fraction of reported On real numbers, $AVGO trades at a PE 800+ — the most overvalued stock in the entire $SPY Link: open.substack.com/pub/coastaljou…

$FJET IPO yesterday, twitter news accounts paid promote, Reg A, shares waiting to hit the market. 0 revenue business with seven 56-62 year old airplanes- airplanes theyve previously tried to sell at least one of @ $305k. Will be fun to trade but what a turd. Feels like a stock

🚨DON'T BUY THE $INTC DIP!!!🚨 INTEL JUST POSTED A "BEAT" THAT IS ACTUALLY A DEATH WARRANT, AND THE GUIDANCE FOR Q1 2026 IS A BRUTAL REALITY CHECK THE PERMABULLS CAN’T DIGEST. If you’re reading this, you’re about to be on the right side of a massive wealth transfer. The

Lots of people thought $TSLA bottomed in Europe last year, but it is currently down roughly 50% against Q1 2025, which was its worst quarter ever.

Summary of Tesla $TSLA earnings call (1) we eliminated $8,000 addon option for FSD, so vehicle margins will drop ie… our vehicle margins are about to tank from record high metal and lithium prices as well as import tariffs (2) our home and industrial battery margins are going

Cameco $ccj #uranium supply assurance. Video clip from my newly recorded interview with Rick Rule, where he talks about Cameco. Full interview will be out on Monday!

$RBRK wow this is a +20% type of report (barring macro/war stuff) 1/

$RBRK Despite all the fear surrounding the so-called SaaSpocalypse, the setup here is undeniable. Market fear comes and goes, but fundamentals drive the stock over time. $RBRK continues to grow at a remarkable pace, finishing fiscal 2026 with 42% y/y revenue growth and guiding