Western Digital and SanDisk are not moving because of sentiment alone, they are moving because storage pricing has re accelerated in a market where memory cycles historically swing between oversupply and shortage with double digit percentage volatility. Western Digital has …
Mag 7 earnings heading into tomorrow are not being priced on direction anymore but on magnitude relative to already extreme concentration, where the top 7 US stocks now represent roughly 30 percent of the S&P 500. Meta is entering with …
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 …
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 …
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 …
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, …
3 Democrats are making a fortune insider trading stocks 1) Rep Debbie Wasserman Schultz (D-FL) – She sits on the House Appropriations Committee and Subcommittee on Military Construction - She bought the stock Viasat – Right after buying the stock, Viasat …
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, …
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 …
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, …
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 …
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 …
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 …
The Tiger Woods parking method is gaining in popularity. 😂😂 pic.twitter.com/RAMCjr0v4D — GnosisWolf (@GnosisWolf) April 2, 2026
In the span of nine months, nine top-level scientists in the United States have died or vanished without a trace. Seven of them were connected to the Air Force Research Laboratory (AFRL) or the institutions it directly funds. AFRL develops …
Major US technology companies have been named as potential targets as the Iran war spills into the infrastructure that powers modern economies. Iranian state media listed 18 companies that will be targeted in the region – the list included US …
Meanwhile, Merz admits the nuclear phase-out was a mistake…. yet refuses to correct it. pic.twitter.com/9zTMLScMj7 — Lukas Ekwueme (@ekwufinance) March 30, 2026 Not only has Germany destroyed all of its nuclear power plants, they are also tearing down nearly new …
🚨🇷🇺 BREAKING — Oil Crisis: Vladimir Putin Trolled Europe and USA "Too Bad Nordstream was Destroyed…" pic.twitter.com/zYRIB1rPfX — Jackson Hinkle 🇺🇸 (@jacksonhinklle) March 28, 2026
Welcome back to the Fluctus Channel, as we explore China’s massive Goupitan shiplift, one of the world’s tallest ship elevators, and the advanced elevator operations onboard US Aircraft Carriers.
via WSB: Oil Traders are so caught up in the headlines they’ve lost track of the 8-Ball. Asian floating inventories have fallen from 102 million barrels 3 weeks ago to just under 42 million barrels today. That is 60 million barrels …
“The quiet release of an emergency energy playbook has sparked global concern, with some warning to ‘get ready for lockdown 2.0’ if fuel shortages worsen. The guidance comes from the International Energy Agency (IEA), which last week released its report …
Important: $3M was awarded to a 20-year plaintiff. This is not a class action lawsuit. There are more lawsuits that have 1,600+ plaintiffs. — Source: https://www.nbcnews.com/tech/tech-news/verdict-reached-landmark-social-media-addiction-trial-rcna263421 A jury found Meta and YouTube negligent in the design or operation of their social media platforms, …
Does anybody read? Unless US gives major concessions there is no deal happening here. https://t.co/uAu9AGRlI9 — Jeff Feldman (@Jefffeldman) March 25, 2026 BREAKING: Iran has officially rejected the US’ peace proposal and sets five conditions for an end to the …
Gold markets are rewriting history: Assets under management (AUM) in the largest US gold-backed ETF, $GLD, are up to $181 billion, near the highest on record. The AUM in $GLD has DOUBLED in less than a year. Over the last …
WOW 🚨 Head of the EPA Lee Zeldin says the Biden Admin sent $160 million dollars to a Canadian electric vehicles company. They pocketed the money, didn’t send the school busses promised and then declared bankruptcy Textbook money laundering. People …
"wtf claude that was a school full of children!" "you are correct for calling me out on that. It was indeed not a military target, my sincere apologies, now go to sleep" It didn’t take long for AI to be …
via PositionJournal Hyperscalers are committing anywhere between $600-700B in Capex for 2026. Most of this money will be spent on infrastructure build-out, specifically data-centers (DC). Every DC before it ever touches a GPU or rack, needs steel. It’s estimated that …
USPS already lost $1.3 billion this year – and cash shortages might halt mail delivery in 2027 https://t.co/n8gjUKesjm pic.twitter.com/Iz1V5Vra2u — New York Post (@nypost) March 20, 2026 The mail may soon stop — and not because it’s lost in transit. …
