John Nash

There is no viable alternative to American leadership. Yes it may have its excess, but a world without the US will be dull, stagnating and ultimately criminalized. US is the only place on earth where a kid can go from the slums of Mumbai to become CEO of Mastercard.

Milk cow blues youtu.be/xdPZPbGac80?si…

Commodities are breaking a multi-year trendline 📈

ECB INTERST RATE DECISION (APR) ACTUAL: 2.15% VS 2.15% PREVIOUS; FORECAST 2.15% EUROZONE DEPOSIT FACILITY RATE (APR) ACTUAL: 2.00% VS 2.00% PREVIOUS; FORECAST 2.00%

*ECB LEAVES DEPOSIT FACILITY RATE AT 2.00%; EST. 2.00%

Meta Platforms $META just confirmed it plans to raise money by selling investment-grade debt "Initial price discussions for the longest portion of the deal — a note maturing in 2066 — are for a premium of as much as 1.8 percentage point above Treasuries" - Bloomberg

Amazon's Ads did highest growth in 2Y. Doesn't get enough attention with all the cloud numbers. $AMZN

Amazon Ads is their second fastest revenue cohort. - Growth: +24% YoY - Operating Margin: ~50% - Revenue Allocation: ~10% That means Ads are generating nearly ~46% of Amazon's total operating income. $AMZN

*META EXTENDS LOSSES AFTER JPM DOWNGRADE, RISING CAPEX OUTWEIGHS SOLID RESULTS $META

$LLY Q1 '26 Earnings ​Absolute blowout quarter. ​🔹 Rev: $19.8B (+56%) | Est: $17.77B 🔹 EPS: $8.55 (+156%) | Est: $7.06 🔹 Mounjaro + Zepbound: $12.8B combined 🔹 FY26 Guide: RAISED to $82B-$85B ​Bonus: Foundayo (oral GLP-1) officially gets the FDA nod. The pill format is going to be a massive tailwind for volume growth going forward. $LLY up 5.7% in pre-market

BREAKING: 🇩🇪 Germany is rapidly heading towards a severe economic crisis Germany's unemployment rate reached 6.4%, the highest since the Covid-19 peak, which also was at 6.4%.

⚠️BREAKING: *BANK OF ENGLAND VOTES 8-1 TO KEEP INTEREST RATE ON HOLD AT 3.75% $GBP 🇬🇧🇬🇧

*EURO ZONE INFLATION JUMPS TO 3% IN APRIL AS ECONOMIC GROWTH ALMOST STALLS $EUR 🇪🇺🇪🇺

$BLDR authorized a new $500 million share repurchase program, including about $200 million left under its prior buyback plan. Since 2021, the company has repurchased 102.6 million shares, or 49.7% of shares outstanding, at a total cost of $8.3 billion.

Xbox revenue falls again as hardware sales suffer another massive decline CEO Asha Sharma has responded techspot.com/news/112247-xb…

Tesla was living in the Future before it even existed ! He was a genius .

This is what happens when you eat LATE at night 🚨

Peter Lynch, the man who turned $20 million into $14 billion running Fidelity's Magellan Fund, averaging 29.2% annual returns for 13 straight years (Save this). And his most famous lesson is the simplest one: "Know what you own, and know why you own it." He's talking about something that happens every day, people spend hours researching which refrigerator to buy. They'll spend days hunting for the best airfare deal to save $50 then they'll hear a stock tip on the bus and drop $10,000 on it without a second thought. "The reason I own this is the sucker is going up" Lynch said that's the actual answer he gets when he presses most investors on why they own a stock and that, he says, is not a reason. His test is brutal and simple, if you can't explain to a 10 year old in two minutes or less why you own a stock, you shouldn't own it because if you don't understand the business, you have no idea when to hold, when to add, or when to sell. You're just riding price movement blind. This is why most retail investors lose money not because they pick bad stocks but because they panic out of good ones during normal volatility. When you don't understand why you own something, every 10% dip feels like a reason to sell. Lynch built his entire career on the opposite approach, find simple businesses, understand exactly what they do, know why they'll be worth more in five years, and hold with conviction while everyone else panics. The most important thing isn't your stock screener or your price target but rather being able to look at what you own and say, I understand this, I know why it goes up, and I can handle it going down 30% without losing my mind.

@Kekius_Sage What if we, Humanity, are an AI in someone else's universe ? .... .... Good Morning. Commodore !!

Is AI humanity’s greatest creation or its final mistake?

They said @elonmusk should watch this because this might be the first time he notice FSD V14 can even do this. The car in the video is a rear-wheel-drive Model Y. The mountain road was extremely slippery after the rain, and this road is usually almost unused, so the ground was covered with moss. Even when FSD V14 encountered a situation where the drive wheels completely lost traction, it still kept trying and did not give up.

GENERAL DYNAMICS Q1 REVENUE USD 13,481 MILLION VS ESTIMATE USD 12,709 MILLION || Q1 EPS USD 4.1 || Q1 NET INCOME USD 1,125 MILLION $GD