Capitalist@Large

Reformed PM & former CFA charterholder. Always looking for Compounders & Special Sits. Value is where you find it. Pseudonym due to company policy.

[Capitalist@Large @CapitalismWorld]

Finally happening. Strap yourselves in. $FNMA $FMCC $FNMAS $FNMAT $FMCKJ https://t.co/OUr3FwpDfR

[Paul White Gold Eagle @PaulGoldEagle]

Senator John Fetterman says he was the only Democrat on the Senate's Fraud Exploratory Committee to vote in favor of opening an investigation into Malia Obama's suspicious USAID grants when she was still living at the White House in 2007.

"She was just a kid," said Fetterman, "So shouldn't we be looking at how a high school girl snatched $2.3 million for writing pen pal letters to a few dozen kids in Africa?"

Fetterman says the party's refusal to investigate its own people is the main reason he believes there will be a red wave in November.

"Nobody sees it coming, but mark my words."

[Dylan Byers @DylanByers]

#BREAK: CBS NEWS has terminated Scott Pelley's contract.

[Capitalist@Large @CapitalismWorld]

@QuiverQuant

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@mtaibbi, thank you for exposing the Obama administration years ago.

With FHFA Director/Fannie Mae & Freddie Mac Chairman @pulte now also serving as acting DNI, it may not be a bad idea for you to knock the dust off of this one and rattle the cage again.

[Joshua Hall @JoshHall2024]

🚨BREAKING:🚨FEDERAL JUDGE WHO BLOCKED PRESIDENT TRUMP FROM BUILDING WHITE HOUSE BALLROOM ATTENDED "NO KINGS" ANTI-TRUMP RALLY AS WELL AS ANTI-ICE RALLIES, HAS A "FUCK TRUMP" STICKER ON HIS DESK IN CHAMBERS, ACCORDING TO FORMER CLERK - A former clerk who worked for DC US District Court Judge Richard Leon but recently resigned from his position due to concerns about the judge's growing political bias has COME FORWARD TO TELL ALL and reveals that THE TRUMP HATING JUDGE has attended a "No Kings" anti-Trump rally in Washington DC as well as MULTIPLE ANTI-ICE DEMONSTRATIONS outside of ICE detention centers across the country. The former clerk claims that Judge Leon attended these events "incognito" so as to not be discovered at them due to his high profile role as a federal judge and that his former boss has GOTTEN MORE AND MORE POLITICAL IN HIS JUDICIAL DECISIONS AND RADICAL IN HIS HATRED OF PRESIDENT TRUMP as the second Trump term has progressed. According to the clerk, Judge Leon even recently attached a "FUCK TRUMP" sticker to his desk in his chambers, frequently disparages the President in HIGHLY PERSONAL TERMS and his INTENSE, PERSONAL HATRED of our President stems from a belief that he is, in Leon's own words, "a threat to our country and the rule of law". The man further alleges that THE RADICAL LEFT ACTIVIST JUDGE views the ballroom issue/case as HIS PERSONAL WAR against President Trump and that a major part of Judge Leon's beef with him is he has still not gotten over the fact that President Trump took control of The Republican Party from the man who appointed him to the bench and a personal friend of Leon's, George W Bush. What are YOUR THOUGHTS on this BOMBSHELL EXPOSURE of this TRUMP HATING ACTIVIST POSING AS A JUDGE by his own longtime clerk... Do YOU believe that The Senate should IMMEDIATELY IMPEACH Judge Richard Leon and REMOVE HIM FROM THE BENCH for his HIGHLY UNETHICAL, PARTISAN behavior?

[KARCZEK @karczektrader]

The earnings season is finished for online brokers: $FUTU $HOOD $BULL $TIGR reported Q1 2026.

Comparing them on rates, not absolute size, sorts them cleanly into four different business models.

Revenue growth YoY: $BULL +36%, $TIGR +26%, $FUTU +25%, $HOOD +15%. On top-line momentum the two smallest names lead, but momentum and quality are not the same thing.

Funded account growth YoY: $FUTU +34%, $TIGR +11%, $BULL +8%, $HOOD +6%. $FUTU is the outlier here, still expanding its base fast off 3.6M accounts while the larger US names grow low single digits off much bigger bases.

Client asset growth YoY: $BULL +90%, $FUTU +47%, $HOOD +31%, $TIGR +28%. BULL's number is the loudest, but it comes off a small base ($13B to $24B) and was bought with marketing spend up 64%, pushing the company to a GAAP loss. Growth, but expensive growth.

Operating margin tells the real quality story: $FUTU ~60%, $HOOD ~50% adj. EBITDA, $TIGR ~35%, $BULL ~9% and falling. This is where size and discipline show up.

$FUTU combines the fastest account growth with the highest margin - rare. $HOOD is scale and profitability with slower growth. $BULL is buying growth at the cost of profitability. $TIGR is solid across the board but leads in nothing.

Same sector, four very different bets. The question for each is whether the thing they lead in is the thing that compounds.

[The Food Professor @FoodProfessor]

Under PM Harper...

Q1 2015: -0.8% annualized GDP
Q2 2015: -0.5% annualized GDP

Bank of Canada: "Yes, Canada meets the technical definition of a recession."

Under PM Carney...

Q4 2025: -1.0% annualized GDP
Q1 2026: -0.1% annualized GDP

Bank of Canada: "Two negative quarters of GDP alone should not be used to define the state of the economy."

[Gene Parmesan @dsonoiki]

"An LA Carol"

Vote Spencer Pratt

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

Poilievre makes the BEST point here

If Donald Trump is to blame for Canada being in a recession

WHY is no other country in a recession?

WHY is MEXICO not in a recession??

[Capitalist@Large @CapitalismWorld]

@HawkEmDownChris Bobby Orr

[Patima Capital @SnausageCapital]

@business It’s not a proper recession unless it comes from the Recession region of France. Everyone knows this.

[Sabrina F. @itsmeback_]

🔻OGNI LOTTO DI VACCINO AVEVA UNA FORMULA DIVERSA. I NUMERI DI LOTTO LO PROVAVANO.
Non una teoria.
Non un'interpretazione.
Un set di dati. 12.000 numeri di lotto. Incrociati con i rapporti di eventi avversi del VAERS. La correlazione è assoluta.
Un team di ricercatori - 4 statistici, 2 farmacologi, 1 ex regolatore della FDA - ha pubblicato i loro risultati su un server decentralizzato mercoledì. Il documento è di 147 pagine. La revisione paritaria era impossibile perché nessuna rivista l'avrebbe accettata. Così l'hanno rilasciato direttamente al pubblico.
La scoperta: specifici numeri di lotto hanno prodotto eventi avversi 4.000% in più rispetto ad altri.
Non variazione casuale.
Non incoerenza di produzione.
Un modello deliberato e sistematico.
Numeri di lotto che terminano con 20A fino a 20F: eventi avversi quasi nulli. Soluzione salina. Placebo. Acqua con un'etichetta.
Numeri di lotto che terminano con 21K fino a 21X: eventi avversi moderati. Stanchezza. Miocardite. Coaguli di sangue. Tassi di ospedalizzazione del 300% sopra la linea di base.
Numeri di lotto che terminano con 22R fino a 22Z: catastrofici. Ictus. Arresto cardiaco. Danni neurologici. Tassi di mortalità dell'8.100% sopra la norma statistica per qualsiasi prodotto farmaceutico nella storia.
Tre livelli. Tre formule. Distribuiti in un modello che assicurava che nessun singolo ospedale, nessuna singola città, nessuna singola demografia ricevesse abbastanza dosi catastrofiche da innescare un segnale statistico evidente.
Hanno definito i danni come "effetti collaterali rari". Ma non erano rari. Erano mirati.
Il modello di distribuzione non era casuale. I lotti catastrofici sono stati inviati in modo sproporzionato a specifici codici postali. Codici postali con alte concentrazioni di veterani militari. Primi soccorritori. Proprietari di imprese indipendenti. Comunità con una conformità storicamente bassa ai mandati federali.
Le persone più propense a resistere hanno ricevuto le dosi più pericolose.
I lotti moderati sono andati ai centri urbani con un elevato consumo di media - popolazioni che avrebbero segnalato sintomi lievi, avrebbero sentito che era "normale" e sarebbero tornate per i richiami senza esitazioni.
I lotti placebo sono andati a politici, personaggi dei media e dirigenti farmaceutici. Le persone che lo promuovevano in televisione. Le persone che ti dicevano che era "sicuro ed efficace" mentre ricevevano la soluzione salina.
Hanno preso lo stesso vaccino in televisione. Non hanno preso la stessa formula.
I 12.000 numeri di lotto sono ora mappati. Ogni lotto.
Ogni destinazione. Ogni risultato. I dati sono sulla blockchain. Non possono essere ritirati. Non possono essere cancellati dalla memoria. Non possono essere verificati fino all'oblio.
L'ex regolatore della FDA del team ha presentato il set di dati al tribunale militare con una singola dichiarazione: "Questa non è stata negligenza. Questo era un protocollo di dispiegamento di armi mascherato da sanità pubblica."
Il tribunale ha accettato come prova giovedì mattina. Numero di caso: GT-2026-0441.
Ogni numero di lotto è un'impronta digitale.
Ogni evento avverso è un testimone. Ogni certificato di morte è un'accusa.
CODICE: LOT-NUMBERS / 3-TIERS / ZIP-TARGETED / GT-2026-0441
Non hanno dato a tutti la stessa dose. Hanno dato a tutti la dose assegnata.
Ora la lista delle assegnazioni è una prova.

- M-B Technology

[NINGI RESEARCH @NingiResearch]

We are short $SIVE.

A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.

Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: https://t.co/4QEyuXQIQb

[Mario Zelaya @mario4thenorth]

How incredibly devastating.

Canadians were told that Carney:

✅ Is the best negotiator against Trump

✅ Has the best resume lead the country

✅ Can lead us through turbulent times

✅ Elbows up against US tariffs

The reality:

😖 The only G7 country in a recession

😖 Household savings went down

😖 Food bank use at all-time highs

😖 Negotiated nothing with Trump

😖 Dropped all counter tariffs

😖 Created a Sovereign Debt Fund that will cost taxpayers $750 million per year

😖 Spent $200K on airplane food

😖 Biggest deficit in Canadian history (outside of COVID)

😖 24 hrs before GDP numbers dropped, told US that Canada can Make America Great Again

😖 Signs secret policing agreement with China

😖 Angers 14 of his MPs with 1 quitting

Canadians were lied to.

Manipulated.

The Prime Minister was boosted & promoted by China to win.

He holds almost all of his investments in the US.

Refuses to make a deal with the US & instead goes into the arms of China.

He has his Harvard degree & his PhD.

That’s what makes this even more catastrophic.

By every measure, Carney has failed.

[Trinity @0xtrinityguy]

🚨 🚨 🚨 NOBODY KNOWS HOW MISUNDERSTOOD THE $300 BILLION IRAN RECONSTRUCTION DEAL ACTUALLY IS RIGHT NOW.

– 🇺🇸 USA — $70B in strikes degraded Iran's nuclear and military sites. Now a $300B phased reconstruction fund is on the table — conditional on FULL nuclear dismantlement and US company participation.
– 🏭 Iran — Infrastructure destroyed. Reconstruction requires verifiable inspections before a single dollar flows. US firms rebuild it. US standards embedded.
– 🌍 Framework — Multi-year, not lump-sum. Phased tranches locked behind compliance milestones. America holds the checkbook AND the timeline.
– 🇩🇪 Marshall Plan precedent — US spent billions rebuilding post-WWII Europe. Those "enemies" became America's largest trading partners for 80 years.
– 🇯🇵 Japan precedent — US rebuilt Japan after dropping two atomic bombs. Japan became a $4 TRILLION ally and economic partner within a generation.
– 🇸🇦 Abraham Accords pattern — Trump used pressure then normalized ties across the Gulf. Same playbook. Different theater.
– 🌍 G7 context — No other Western power has the leverage, the firms, or the framework to lock Iran into a US-dependent reconstruction pipeline for decades.
– ✈️ Blockade — Trump is keeping the blockade active until the deal is signed. The $300B doesn't flow until Iran complies. That's not a gift. That's a leash.
– 🏭 US firms — American construction, engineering, and energy companies rebuild Iran's power grid, refineries, and infrastructure. US standards. US contracts. US presence.
– 🌍 Analysts calling Trump an "idiot" — These are the same analysts who said the Abraham Accords were impossible, that maximum pressure wouldn't work, and that Soleimani's removal would start World War III.
– 🇺🇸 Trump internal memos — NYT reporting: Trump directed his team on Day 2 of his second term to prepare reconstruction contingency plans explicitly comparing the strategy to the Marshall Plan.
– 🌍 The deal structure — Nuclear dismantlement. Inspections. US-led rebuilding. Phased tranches. American oversight for decades. That is not reparations. That is colonization by contract.

The critics are showing you the price tag.

They're NOT showing you that the US just bought 30 years of Iranian economic dependency for $300 billion — the same way it bought 80 years of European loyalty after World War II.

I'll keep you updated. Turn on notifications. 🚨

[Daniel Lacalle @dlacalle_IA]

Canada 🇨🇦. Trudeau and Carney wanted net zero, and they got it: zero growth, zero jobs, and zero productivity.

via Bloomberg

[Capitalist@Large @CapitalismWorld]

@mario4thenorth According to some Habs fans, last night's loss was only a "technical" loss.

[Kevin̊ ⤵️🐰🕳 @k2pointO]

@JackDan110 And the Montreal Canadiens only suffered a “technical loss”.

[The Food Professor @FoodProfessor]

So let me get this straight...

Canada is in a recession—the only G7 country currently in one. Unemployment is up. Inflation is rising. Food insecurity is at a record high.

Yet the highest proportion of Canadians since 2017 now say the country is on the right track.

That's either a remarkable display of optimism—or a sign that many Canadians aren't getting the full economic story from the news they consume.

[Saso Capital @saso_capital]

$VIVO is in a “Strategic Value Maximisation Review”. In small-cap world, this usually precedes a major JV or asset deal with a bigger player.

The Norway Data Center (41.5MW):
— Board rejected outright cash offers to buy
— Why? They mentioned Long-term (10+ yr) leases with Sovereign AI / Neocloud operators yield higher multiples than a one-time sale
— AI tenants have been shortlisted
— Final deal expected by June 30, 2026

The $NBIS connection:
Nebius has a $50B order backlog and needs capacity NOW. A lease-to-own deal on VivoPower’s Nordic sites would be a logical move.

The Sovereign AI pivot:
— 291MW of powered sites acquired in Finland
— New 25MW platform in the UAE
— Building nation-scale AI hubs where governments and corporations control their own data and power

The financials already flipped:
Q1 2026: $31M revenue / $10M EBITDA. Profitable.
The Norway acquisition alone did that.

This isn’t a speculative story anymore. The assets are real, the revenue is real, and the announcement window is open.

Give me $VIVO x $NBIS already.