Equity analyst focused on value stocks and macro analysis
Chicago, IL
Joined October 2021
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Two things proven by $acn earnings.
1. Accenture is a labor arbitrage company, labor arbitrage doesn't go away with AI
2. Expectations were soo low for these earnings it didn't take much to surprise and jump to the upside.
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I put my entire net worth in $SNAP, why? Not because I like the company, I actually hate it. because I know its users are the most social media addicted by the algorithm, and it's that algorithm which is going to make a ton of money for Snapchat
AI slop, an aircraft carrier has far more strike capabilities than an assault class ship
🇺🇸 This isn't an aircraft carrier. It's something more dangerous...
The USS Wasp-class amphibious assault ship carries F-35B jets, attack helicopters, 33 amphibious assault vehicles, M1 Abrams tanks, and 1,900 Marines, all on a single hull.
Aircraft carriers project air power. This ship delivers an invasion.
Hovercraft launch from a floodable well deck at the stern, ferrying tanks and troops directly onto beaches.
Elevators connect the hangar to the flight deck.
Everything moves on a coordinated sequence designed for one purpose: taking and holding ground.
Source: AiTelly
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But I thought the people in the room didn't have the authority to make a deal? Soo much misreporting by the media on this war #oil
🇺🇸🇮🇷VP Vance said the meeting with the person effectively running Iran was unprecedented
”It’s a meeting that had never before happened. Not Democrat, not Republican.
We had never had a meeting like that where you have the person who’s effectively running the country in Iran sitting across from the vice president of the United States.”
Source: Tabz Media TG
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it's not about the strait. Trump doesn't give two f's about opening it and nor should he. The US does not need the strait to open $dow $lyb $bak
BREAKING: Trump signals a naval blockade of the Strait of Hormuz after Iran talks collapse.
The USS Gerald Ford and USS Abraham Lincoln are already positioned in the Persian Gulf.
Experts say the US Navy can take full control of the strait immediately if Trump gives the order.
Trump just posted this article. Is he signaling a major escalation?
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Morgan Stanley upgrades $ntr price target to $95, the market is beginning to wake up to the opportunity in fertilizers
