Mag7 is spending $500b on insurance and people are wondering why number go down

growing cloud slower than both competitors at the highest capex in tech history is not a beat $amzn

$1.42/mile truckload-intermodal spread. shippers will convert. $WAB builds the equipment that conversion requires. earnings feb 11. unfortunately it’s pricey.

nvidia told the sec the inventory was unsellable then sold it the same quarter $NVDA earnings quality question going into feb 25.

24 hours later, ibit +11%. forced selling is a bottoming mechanism, not a trend signal.

hims launched a $49 wegovy pill on thursday. trumprx launched the same day with novo selling wegovy at $149-$350 after cutting prices 85% from list. within 24 hours the fda moved to restrict compounding ingredients used by $hims and hhs referred them to the doj. novo got a

the class B structure at $MSTR has been in every SEC filing since 1998. saylor's had those shares for 28 years. funny how the "hidden wealth transfer" discourse shows up after the stock drops 72% from its high and saylor's personal stake goes from $8B to $3.9B. the dual-class