Sheer scale of AI spending across Amazon, Google, Microsoft, Meta is now ~$600B+ annual capex

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This level of AI spending across Amazon, Google, Microsoft, and Meta is starting to feel almost detached from normal earnings logic We are talking about roughly ~$600B+ a year in combined capex Meta alone is pushing ~$125B to ~$145B annually into AI infrastructure Microsoft is moving toward something like ~$190B scale spending commitments Google is … Read more

Memory cycles can produce extreme upside, but they rarely move in straight lines once supply begins adjusting. Pricing strength holds until capacity expansion closes the gap

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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 rallied alongside a broader semiconductor storage rebound where the sector has seen multiple stocks more … Read more

Mag 7 reactions hinge on forward acceleration not earnings beats. Expectations, not results alone, will decide tomorrow’s dispersion

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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 ad revenue growth that has recently hovered around the mid-teens percentage range, which matters because … Read more

Low P/E is not a universal signal of value — It is a reflection of growth expectations that may already be slow or already fully priced in the opposite direction.

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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

All New Vehicles Sold In The U.S. Will Soon Be Equipped With An AI Kill Switch That Will Determine Whether You Are Allowed To Drive Or Not

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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

18 Shocking Facts That Prove That The U.S. Economy Is In Far Worse Shape Than Most People Realize

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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

One Of The Largest Food Producing Nations On The Entire Planet May Soon Be Forced To Ration Fuel

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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

War could cost the American taxpayer $1 trillion! Inflation pressure is returning

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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

9 Scientists Connected To The U.S. Space Program Are Dead As Speculation Grows That The U.S. Government Is In Contact With Aliens

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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

Trump Threatens to ‘Take Out Entire Country of Iran’ Tomorrow Night; “ALL HELL Is Gonna Break Out”

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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

If ever there was a reason to stay away from hospitals…

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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

‘Something Dark Is Going On’: Nine Top-Level Scientists Have Died or Gone Missing Within Past Year

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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 and transitions the most sensitive aerospace technologies in the United States’ defense arsenal. 1) Monica … Read more

‘Expect Destruction’: Iran Warns That 18 US Tech Companies and Banks Are Now Targeted for Attacks

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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 companies Microsoft, Google, Apple, Meta, Oracle, Intel, HP, IBM, Cisco, Dell, Palantir, Nvidia, Tesla, JP … Read more

After Germany blew up their nuclear power plant cooling towers, last year they blew up one of their biggest coal power plants. Meanwhile, Merz admits the nuclear phase-out was a mistake…. yet refuses to correct it.

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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 coal power plants. Only 6 years old and it had 40+ years of useful life … Read more