Vatradi

@Chevron has a solid tradition of #dividend returns; historically, the Company has offered increasing #dividends thanks to its capacity to generate solid cash flows from its oil & gas businesses. vatradi.com/can-chevrons-i… Between 2012 and 2025, the Company consistently increased its dividends, from $0.81 on 25/01/2012 to $1.78 on 10/03/2026. From 2022 to 2024, Chevron provided its shareholders with annual dividend increases that ranged from 6% to 8%, surpassing the typical increases it usually offered (specifically, the increases were 6.97% in 2022, 6.34% in 2023, and 7.95% in 2024). In this article, I explain the reasons behind Chevron's ability to offer these notable increases over the past three years and what investors can reasonably expect for the future.

🦔 Oracle laid off between 20,000 and 30,000 employees Tuesday morning, roughly 18% of its global workforce, via a single email sent at 6am EST with no prior warning. System access was revoked almost immediately after. The cuts are expected to free up $8-10 billion in cash flow. Oracle's stock has lost more than half its value since September 2025 and the company now carries over $124 billion in debt, up from $89 billion a year ago, with free cash flow running negative $10 billion last quarter. My Take Oracle posted a 95% jump in net income last quarter and still eliminated 18% of its workforce by email before most people finished their morning coffee. This is not a company in distress in the traditional sense. It's a company that made an enormous debt-funded bet on AI infrastructure and is now converting its workforce into cash flow to service that debt. We've covered Oracle's AI gamble for months. The $300 billion OpenAI deal through Stargate, $50 billion in capital expenditure this fiscal year, over $124 billion in total debt. Multiple US banks have pulled back from financing Oracle-linked data center projects. Bondholders have sued Oracle claiming it concealed how much additional debt the OpenAI deal would require. The credit default swap spread hit a three-year high earlier this year, meaning debt investors are genuinely nervous about getting paid back. The workers who got that 6am email built the products Oracle has monetized for decades. The bet that eliminated their jobs was made by people who were already paid regardless of how it turns out. That is the part of the AI infrastructure race that doesn't show up in the capex announcements. Hedgie🤗

The fact that the USA is the primary oil producer will not fully protect the Country from the consequences of the current conflicts. Even though the impact on U.S. citizens may be less pronounced than on European countries (for example), they will still experience rising prices. (this is simply because all economies are interconnected today; what happens in one part of the World produces consequences in other Areas). #IranWar‌ #Markets

BREAKING: Under Trump’s watch, the world is exploding on TWO fronts: Iran’s IRGC just declared U.S. & Israeli universities in the Middle East “legitimate targets,” warning students/faculty to stay 1 km away or risk strikes by tomorrow. Meanwhile Ukraine just bombed Russia’s #2 oil refinery AGAIN, as Putin’s envoy predicts oil surging past $150/barrel and multiple CEOs saying we could see oil reach as high as $200/barrel. Is this the “peace through strength” you voted for MAGA?

@FareedZakaria In my view, the war in Ukraine marked a major shift in warfare tactics and weaponry. The ongoing conflict in #Iran represent a further step....... #IranWar‌

In Iran, the future of war has definitively come into view. Advanced military technology had already made war precise. Now with high-volume drone warfare in Iran, that precision is mass-produced. My take:

As the risk of American intervention in Iran became a reality with the arrival of the USS Abraham Lincoln in the Middle East at the end of January 2026, analysts and economists warned that Iran might close the Strait of Hormuz, triggering a major energy crisis. This risk was clear to all observers. Why hasn’t U.S. intelligence assessed this risk and developed a plan to safeguard the Strait before deciding to take military action?

The Government of Spain demands the opening of Hormuz and the preservation of all the energy sites of the Middle East. We stand at a global tipping point. Further escalation could trigger a long-term energy crisis for all humanity. The world should not pay the consequences of this war.

As the risk of American intervention in Iran became a reality with the arrival of the USS Abraham Lincoln in the Middle East at the end of January 2026, analysts and economists warned that Iran might close the Strait of Hormuz, triggering a major energy crisis. This risk was clear to all observers. Why hasn’t U.S. intelligence assessed this risk and developed a plan to safeguard the Strait before deciding to take military action?

💥BREAKING: 🇮🇷 Iran is moving to charge up to $2M per tanker to pass through the Strait of Hormuz. The world’s most critical oil route... now a toll gate.

As the risk of American intervention in #Iran became a reality with the arrival of the USS Abraham Lincoln in the Middle East at the end of January 2026, analysts and economists warned that Iran might close the Strait of Hormuz, triggering a major energy crisis. This risk was clear to all observers. Why hasn’t U.S. intelligence assessed this risk and developed a plan to safeguard the Strait before deciding to take military action? #IranWar‌

@JavierBlas It seems the #IranWar‌ will move to another level; the conclusion of the conflict seems not happening soon.... It will be very interesting to understand what it will happen when the marines will arrive in the area..... #Iran

Iran responds to Trump’s 48-hour ultimatum: “… the critical infrastructure, energy infrastructure, and oil facilities throughout the region will be considered legitimate targets and will be destroyed…”

@elonmusk Sorry, but by 2050 the World should not produce net-zero greenhouse gas emissions?🙄

It seems very strange that US intelligence has so underestimated Iran's military capability. From what emerges, it seems that the initial idea was to repeat the Maduro operation in Venezuela, killing Ayatollah Khomeini and replacing him with a leader more suited to the US-Israel alliance. The operation has not been completed, and it now seems clear that Trump is bogged down. Furthermore, the recent ballistic missile attack at Diego Garcia (one of the most strategically significant U.S. military bases in the World, hosting B-52 bombers, nuclear subs, etc.) represents a further step and a clear signal that Iran can strike very far away. In my opinion, the real question now is: Does Iran really have all this military capability, or is someone acting in support of it to achieve other objectives (Putin in Ukraine?)

Iran fired two ballistic missiles at Diego Garcia this week. That’s a tiny British-American dot in the Indian Ocean that most people couldn’t find on a map, which is precisely why it matters. The range was 4,000 kilometers. Four thousand. To put that in perspective, 4,000 kilometers from Tehran gets you to Rome. Athens. Cairo. Southern Europe is well within reach. London and Paris are further, but don’t sleep too well either. This is not what Tehran told anyone their missiles could do. So either they’ve been lying, or the intelligence community has been spectacularly wrong. Possibly both. One missile failed mid-flight, which is the kind of thing that happens when you build intercontinental weapons in a country that can’t keep the lights on. The other was shot down by a U.S. warship with an SM-3 interceptor, which Trump has already counted as winning the war. For the third time. Now here’s the bit nobody wants to say out loud: the strike came hours after Britain’s Keir Starmer gave Washington permission to use Diego Garcia to bomb Iranian missile sites. So Iran bombed the base we lent them. With a missile nobody knew they had. The war just acquired a completely new dimension. And the man in the White House is busy declaring victory. Iran decides when this stops. Not him. Gandalv / @Microinteracti1

It seems very strange that US intelligence has so underestimated Iran's military capability. From what emerges, it seems that the initial idea was to repeat the Maduro operation in Venezuela, killing Ayatollah Khomeini and replacing him with a leader more suited to the US-Israel alliance. The operation has not been completed, and it now seems clear that @realDonaldTrump is bogged down. Furthermore, the recent ballistic missile attack at #DiegoGarcia (one of the most strategically significant U.S. military bases in the World, hosting B-52 bombers, nuclear subs, etc.) represents a further step and a clear signal that #Iran can strike very far away. In my opinion, the real question now is: Does Iran really have all this military capability, or is someone acting in support of it to achieve other objectives (Putin in Ukraine?) #IranWar‌

Speaks for itself: Feb. 25, 2026: “We are not developing long-range missiles… we have limited the range below 2,000 kilometers” — Iran’s FM Araghchi (IRNA). March 20, 2026: Iran fires missiles at Diego Garcia—ranging 4,000 kilometers (WSJ). ⬇️

It seems very strange that US intelligence has so underestimated Iran's military capability. From what emerges, it seems that the initial idea was to repeat the Maduro operation in Venezuela, killing Ayatollah Khomeini and replacing him with a leader more suited to the US-Israel alliance. The operation has not been completed, and it now seems clear that @realDonaldTrump is bogged down. Furthermore, the recent ballistic missile attack at #DiegoGarcia (one of the most strategically significant U.S. military bases in the World, hosting B-52 bombers, nuclear subs, etc.) represents a further step and a clear signal that #Iran can strike very far away. In my opinion, the real question now is: Does Iran really have all this military capability, or is someone acting in support of it to achieve other objectives (Putin in Ukraine?) #IranWar‌

Iran seems to be following a strategy of unveiling more and more impressive military capabilities as the war goes on. They just fired long-range ballistic missiles at Diego Garcia, one of the most strategically significant U.S. military bases in the world (hosting B-52 bombers, nuclear subs, etc.), nearly 5,000km away from them in the middle of the Indian ocean 👇. Diego Garcia has never been hit before in any war in its 5 decades of existence, and no-one knew Iran had these types of capabilities (Iran themselves said their ballistic missile range was limited to 2,000 kilometers). Two days ago, they also took down an "unkillable" F-35 fifth-generation fighter jet, something which has never happened before (militarywatchmagazine.com/article/footag…). They've also managed to take control of the world's most strategic oil chokepoint, and have proven they can hit any strategic target in the wider Middle-East, even the most protected ones (such as Israel's Haifa oil refinery: aljazeera.com/news/2026/3/19…). All in all, it sounds almost unbelievable but Iran appears to have a genuine form of escalation dominance over the United States military, with its trillion dollar budget. In a very real way, it's even more impressive than Vietnam or Afghanistan: those countries resisted a superpower, Iran appears to be competing with one. It also makes you think: what comes next? And that's exactly what escalation dominance is all about: keep raising the stakes until the other side blinks. It's about making Trump think "wait, I thought I was picking a fight with the skinny kid and turns out he's Bruce Lee."

@ProfessorPape Not sure if Iran is more powerful than before the #IranWar‌. In my opinion other countries are supporting Iran and taken advantages of this situation (Russia? China?).......

Iran is more powerful now than before the war — it controls the price of world oil and more likely to fracture the US coalition than US is to grow it. Stunning gains in 17 days

There is a point that I do not understand: @realDonaldTrump said yesterday that if oil ships should have been hit by mines, the USA would have increase their attacks to #iran. Three oil shps have been damaged by mines today. However, Donald said in an interview to @axios today that they have almost achieved all the goals and the #IranWar is near to the end. Sorry, but is not clear to me........