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.

Alright, I'll admit it, this is getting a bit ridiculous- Until you consider the fact they are now projected to grow earnings at over 20% annually for the next 3 years. The ultimate accidental AI beneficiary.

$AMZN PT raised to $330 from $280 at Cantor $AMZN PT raised to $310 from $285 at Truist $AMZN PT raised to $325 from $300 at Susquehanna $AMZN PT raised to $333 from $304 at UBS $AMZN PT raised to $330 from $300 at Canaccord $AMZN PT raised to $315 from $260 at Piper Sandler $AMZN PT raised to $330 from $280 at JPMorgan $AMZN PT raised to $320 from $300 at Guggenheim

$AMZN Andy Jassy : Nobody has a better set of chips across AI and CPU workloads than AWS with Trainium and Graviton. And we're unusually well positioned for this AI inflection Funny how this "small" semiconductor lab is turning into a massive company

I have been following every $AMZN 's earnings calls closely for over a decade, and I have never seen $AMZN management this excited and bullish on their business as they were on yesterday's call.

$AMZN is one of the most obvious opportunities in the market. AWS grew 28% YoY in Q1 2026 — the fastest since 2022. Capex is starting to pay off. Yes, $GOOGL Cloud and $MSFT Azure may grow faster in %, but AWS is much larger — and still growing faster in absolute dollars. Amazon added more server capacity than anyone in 2025. And they’re accelerating even further in 2026. Unlike $MSFT and $GOOGL, cloud has a much bigger impact on $AMZN margin profile. AWS is one of Amazon’s highest-margin businesses. If AWS keeps accelerating, $AMZN operating margin expands far more than its competitors’. And as if that weren’t enough, $AMZN owns ~15% of Anthropic and ~6% of OpenAI. $AMZN is that obvious.

@Kekius_Sage Yea... In any marriage, the first 50 years are the most difficult....

🚨Research suggests life hits its lowest point at 47, but it’s only gets better from there.

Everyone's been waiting for "the European Amazon" for 20 years. Turns out it might be a discount grocery chain. Dutch Central Bank just picked Lidl as its cloud provider. Not AWS. Not Google. Not Microsoft. Lidl. The reason: trust in US tech is eroding across European institutions. Data sovereignty rulings, the political climate, tariff drama. Every quarter the case for sitting on top of US infrastructure gets harder to defend. So Europe is decoupling. Quietly. Contract by contract. While everyone watches the political theatre. Lidl pulled in nearly €2B from cloud last year. All infrastructure built inside the EU. The "European alternative" people have been waiting for? Turns out it's a grocery chain that's been quietly investing for years. If a discount supermarket can win central bank cloud contracts, is US big tech's moat in Europe thinner than anyone admits? Last place anyone was looking. First to deliver.

@Kekius_Sage That s a lie. fuck gates.

“6% of global emissions are cows. You can either fix the cows to stop them doing that, or you can make beef without the cow.” — Bill Gates Would you eat lab-grown beef if it meant ‘saving the planet’?

You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.

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 🇬🇧🇬🇧