Waiting for a low P/E is not a mistake in principle, but history shows it often fails when used as a universal rule across very different types of companies. Amazon is one of the clearest examples. During most of its major compounding phase from the early 2000s through the late 2010s, it often traded at … Read more
The Seagate move is not really about a single earnings beat, it is about the market finally accepting that storage has become a binding constraint inside the AI buildout rather than a background component of it. EPS at $5 versus $3.97 expected and revenue at $3.45B versus $3.16B expected confirms that pricing power and demand … Read more
Everyone keeps saying AI kills SaaS, but the real problem here is simpler, the way ServiceNow gets paid may not survive the shift. If pricing is tied to seats while AI moves toward outcomes, that gap eventually shows up in revenue even if usage keeps growing. That is not a small mismatch. It is the … Read more
by Michael Imagine that you just received a very alarming phone call and you are in a panic to get home. Unfortunately, since your eyes are wide and full of alarm because of the phone call that you just received, the AI kill switch in your vehicle will not allow you to drive anywhere. This … Read more
by Michael The economy has been the number one issue for U.S. voters for several years in a row, and it isn’t because things are good. Consumer confidence is at an all-time low, inflation is starting to accelerate once again, mass layoffs are being conducted all over the nation, and delinquencies and foreclosures are soaring. … Read more
by Michael The real pain from the closure of the Strait of Hormuz hasn’t even hit us yet. All over the world, countries are running down their strategic energy reserves, and the last tankers that left the Persian Gulf before the war started will be arriving at their destinations this month. After that, things are going … Read more
The Iran war could end up costing U.S. taxpayers far more than official figures suggest, according to the analysis of one Harvard academic. The first 6 days of the the joint U.S.-Israeli operation against the Islamic Republic, beginning February 28, racked up costs of $11.3 billion, according to the Pentagon’s briefing to Congress. While a … Read more
by Michael Why have so many scientists that were working at the top levels of the U.S. space program suddenly died? This is a story that I have been monitoring for quite some time. In some cases, these scientists are dropping dead without any explanation. In other cases, they are simply disappearing and are never … Read more
President Trump made it crystal clear, the 10-day grace period he personally granted the Iranian regime at their own begging request is NOT getting pushed back again. In a series of Truth Social posts this Easter Sunday, the Commander-in-Chief set a definitive “drop-dead” deadline for the Islamic Republic to cease its hostilities or face a … Read more
This is crazy “Take a look at these medical residents from a Southeast Texas hospital system” There is not a single American citizen shown. They are all foreigners from mainly the Middle East and India Americans are being replaced pic.twitter.com/4GaYHQwmGS — Wall Street Apes (@WallStreetApes) April 3, 2026