@NoLimitGains U.S. China working together could save the bond market and inflation
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Terry Kung
428 posts
Mark Zuckerberg built a MASSIVE data center in Georgia
Just hundreds of yards from people’s homes.
Water pressure collapsed. Sinks don’t run. Toilets won’t refill. Homes shake nonstop. Power outages are common
A billionaire gets his servers — working families get steamrolled.
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@BullTheoryio PE 200 never lasts long,it still has a long drop to go.
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BREAKING: $PLTR is down 7% today despite reporting its fastest revenue growth in history.
Palantir reported $1.63B revenue, up 85% YoY, beating expectations.
U.S. commercial revenue came in at $595M, slightly below the $604M estimate. The market is reacting to slowing growth, with full year guidance around 71%.
At 200x earnings, the stock is priced for perfection, leaving no room for even small misses.
A strong report, but expectations were even higher.
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@GreenPlusAnE Exactly, China isn’t enemy. It’s portrayed as enemy by politicians to win votes and be used as an excuse
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Only 11% of Chinese live on >$30 a day.
Only 13% of Americans live on <$30 a day.
But Josh here thinks China is a better model than America.
Jostein Hauge@haugejostein
The US is not a model economy that other countries should seek to emulate. The bottom 50% of the US population own just 1–2% of the nation's wealth. Among wealthy countries, the US has one of the highest rates of poverty and child poverty. The US ranks lower in social mobility than almost every other OECD nation. The “American Dream”, it turns out, is in practice a non-American phenomenon.
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@Alfredo38537176 @alifarhat79 Now is already the best time for PLTR, hence the 200 PE valuation. The unicorn isn’t going to get better from here.
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@terrykk85 @alifarhat79 Lol for a company growing at 80% with net income margin close to 50%. That would be a bank heist I doubt the market would allow that.
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Palantir taking a hit after everyone finally realized no one knows what the fuck this company does
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@BGlayds30098 More Chinese to private arbitrage opportunities. $EM was a recent one
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@AndrewKolvet Why is TLT still at 20 years low. Please work on the gov debt
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President Trump just announced that 100% of all new jobs created during his second term have been in the PRIVATE SECTOR
Going by the data, federal employement is at the lowest level in 60 years, dating back to 1966.
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@Brownmoose $PLTR $TSLA both treading at 200 PE plus? SNDK and MU are hoping for earnings that most likely not going last long. Nvidia already took everything there is from the AI pie.
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$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $1.63B vs Est. $1.54B
• EPS $0.33 vs Est. $0.24
• US Commercial: $595M (+130% YoY)
FY26 Guidance
• Revenue $7.64B vs Est. $7.28B (+71% YoY)
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China built a $20 billion oil refinery in Nigeria, and Europe is furious.
Nigeria, one of Africa's largest oil producers, had no refinery. For decades, it exported crude and imported gasoline at markup. China's Dangote Oil Refinery in Lagos changed that. Now Nigeria is exporting refined gasoline instead of just raw crude.
The refinery is operating at 94% of its 650,000-barrel-per-day capacity, meeting domestic demand with surplus shipped abroad. In March, Nigeria exported approximately 44,000 barrels of gasoline per day. A single shipment of 317,000 barrels reached Mozambique—the first delivery to East Africa.
Production is projected to reach 1.4 million barrels per day within three years, making it Africa's largest refinery.
For decades, Western oil majors kept Nigeria dependent while extracting crude, refining it abroad, and selling it back at a premium. China built the infrastructure Europe refused to. Now Nigeria controls its own energy supply chain, and European refiners are losing a captive market.
This is what economic sovereignty looks like. This shouldn’t surprise any of our subs, we covered this story back in November on DD Geopolitics.
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@PeterSchiff What if Amercia start working on its debt, asking countries like Israel and Japan to pay for Amercia protection would be enough
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The yield on 30-year Treasuries is above 5%, nearing the highest yield in twenty years. The move from 5% to 6% will be much quicker than the move from 4% to 5%, and the move from 6% to 7% will be quicker still. Given our sky-high debt, this move will trigger an economic crisis.
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In a galaxy that demands strength - America stands ready.
This is the way. May the 4th be with you.
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@Geiger_Capital Trump the casino guy, no wonder why Warren Buffett compared the stock market to casino inside a church
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You’re bearish? Trump is literally posting his stock gains on the timeline and you’re bearish?
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@WallStreetMav Either get other countries like Israel to pay for US protections or cut in military spendings on foreign countries.
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Can we really afford to have 170,000 active duty US soldiers stationed in 750 foreign military bases?
We have $39 trillion in debt, a $2 trillion budget deficit and 25% of US govt revenue goes to paying interest on the debt.
Empires collapse because they become overextended. Has anyone considered that maybe the USA can’t afford to continue with business as usual?
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@MerlijnTrader Please no more war and get back to working on U.S. debt
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GOOD NEWS:
🇮🇷🇺🇸 Iran just put its nuclear program on the table.
3.5% enrichment cap proposed. Far below weapons grade.
Gradual reduction of existing stockpile offered.
This is the demand the U.S. had from day one.
Iran refused for months.
Bessent froze their accounts.
Trump sealed their oil exports.
Three weeks ago Iran said: "Our uranium is not going anywhere."
Today they're offering to cap and reduce it.
The financial blockade broke them.
The checkmate is complete.
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@GuyTalksFinance When you mange a trillion dollar portfolio, you have very few choices left.
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Absolutely crazy to see the S&P500 outperforming Berkshire Hathaway over the last 20 years.
Warren Buffett was one of the best investors in the world and got beat by a simple index fund.
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@GordonGChang American corporations are bringing in trillions of dollars in revenue from china. You go to china and you will see Walmart, Costco, Disneyland, McDonald, Tesla, apple, etc etc everywhere. Idiots who think hurting china would benefit America have no brains.
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China is telling its entities to not comply with U.S. sanctions, so it’s now time for the U.S. to carry through with its warnings and hit China’s banks.
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@MarioNawfal After Trump admin bullying China for over a year, Mr. Failed hedge fund manager think China would lend a helping hand.
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🇺🇸🇨🇳🇮🇷 Bessent is calling out Beijing for buying 90% of Iran's energy exports, directly funding the largest state sponsor of terrorism.
His message is blunt: China has the leverage to pressure Iran into reopening the Strait of Hormuz. Use it.
Mario Nawfal@MarioNawfal
🇺🇸🇮🇷⛽ U.S. gas is at $4.46 a gallon. If the Strait doesn't reopen, $5 could be next. - Gas has jumped from $2.98 before the war to $4.46 today, a 50% increase - Analysts warn prices could hit $5 within a month if the Strait stays closed, rivaling the all-time high of $5.02 set after Russia invaded Ukraine - Oil markets barely reacted to Project Freedom, a sign traders aren't convinced it changes anything - Diesel is already breaking records: $6.01 in Michigan, $6.00 in Illinois, $5.67 in Wisconsin - Nationally, diesel has surged from $3.76 to $5.64 a gallon since the war started Every day the Strait stays closed, Americans pay more at the pump.
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@realjoshuareid China and Canada are better off with China buying Canadian oil. We sell crude at deep discount to Amercia and we sell crude to China at a premium, which is still less than what Amercia charges China.
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Trump is heading to Beijing in 12 days. He will walk out of there with China buying U.S. Oil.
Mario Nawfal@MarioNawfal
🇨🇳🇺🇸 The U.S. sanctioned 5 Chinese refineries for buying Iranian oil China's response: a formal legal order declaring those sanctions null and void inside China. And prohibiting Chinese companies from complying with them. This is the first time China has ever formally activated its Blocking Rules. A legal mechanism it created in 2021 specifically for this moment. The practical effect: banks, shippers, and multinationals operating in China now face two contradictory legal obligations simultaneously. Obey Washington or obey Beijing. China just turned that impossible choice into a legal weapon. China bought 80% of Iran's exported oil in 2025. The U.S. financial blockade on Iran just met its largest structural obstacle.
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