
William Wallace
2.2K posts



the caleb hammer cancellation will be soon…






Trump personally bought and sold millions of dollars worth of stock in technology companies and government contractors early this year, and many trades coincided with favorable regulatory decisions. From @samuellarreal_ & @LlanosJackie of @NOTUSreports: notus.org/money/donald-t…








$NBIS Q1 REPORTS TOMORROW | THE $46B CONVERSION TEST → Q1 consensus calls for ~$375M revenue (+600% YoY) and an EPS loss of roughly $0.81. → The $46B backlog anchors visibility: $27B $META commitment, $19.4B $MSFT deal, and expanding deferred revenue. → Last quarter, ARR reached $1.25B (vs $1.1B guidance) while operating cash flow was $834M. The execution focus is on the $16B–$20B capex plan, cloud utilization rates, and margin impact from the recent $643M Eigen AI acquisition.


$VIX update: Pretty much the same move but it could go lower first, nfa.
















