Shocking! "Sales of lab-grown diamonds at Walmart, the country’s second-largest fine jewelry seller behind Signet—soared 175% in 2024. Walmart sold its first lab-grown diamonds in 2022, but now the stones make up half of its diamond jewelry assortment." wsj.com/business/retai…

Great article below from Kuppy and worth reflecting on this comment from PAA There is tons of leverage financing the hyperscalers, actually Yes Meta has the money to sign a triple net lease on a data center, but that rent is not financing the buildout - PE debt is People can

Somebody smells something $OWL

$SNOW added $15b of market cap on a non-GAAP "beat" of $30m If you look into the print, its all stock-based-comp & amortization being added back The best part is that they repurchased a ton of stock yet still have the same shares outs Their cash flow stmt is a hot oven 🔥

Sometimes a meme video nails the zeitgeist x.com/financedystop/…

Many transhumanists in Silicon Valley would readily agree theepochtimes.com/us/putin-xi-ho…

He seems to be in a rush after such wonderful earnings 👀$SNOW

One of the best political tweets of all time x.com/JDVance/status…

Must read note below. Druck started talking about this in 2013, but never really talked about the implications, particularly the market implications. Porter lays it all out 👇 x.com/porterstansb/s…

I guess she doesn't have an ARM 😅

x.com/RapidResponse4…

Adding to this well written article: Gen Z has never experienced a recession or worried about a lost job, courtesy of the Fed realclearwire.com/articles/2025/…

The "managerial elite" as coined by Nathan Levine is unequivocally communist nytimes.com/2025/06/06/opi…

Two very clear charts showing the US has been in recession since 4Q22, but for the AI charade

Another good one

Most of Google and Meta users are free, so I have some issue with this TAM... x.com/realjimchanos/…

Brutal and true: x.com/jakescul/statu…

Quantquake 2025? institutionalinvestor.com/article/renais…

Here is one thing I don't think Trump heard last night: "The best way to solve affordability is to crash the stock and housing markets while resetting interest rates and food supply to address the two biggest drivers of the crisis." cbsnews.com/news/trump-whi…

Looks like quid pro quo for H200s reuters.com/business/autos…