$DELL
Dell once again with a MONSTER beat and raise.
- Revenue: $47.0B vs. $44.9B est, +58% YoY, a quarterly record.
- Adj. EPS: $7.04 vs. $4.91 est, +203% YoY from $2.32.
#Renze opens big with Jan Slagter saying that MAX doesn't want the Songfestival. Three weeks ago, he already said this during the Oranjezomer. I was there. This is NO news. You get the feeling that they've hugely underestimated at RTL what it takes to put on a talk show
DEAR GOD... LOOK WHAT JUST HAPPENED IN JAPAN
Japan’s 30-Year Yield just ripped above 4.18%.
THE HIGHEST LEVEL IN HISTORY. 🤯
Countdown has already started.
The clock is ticking, listen carefully:
For decades, Japan was the world’s CHEAP MONEY MACHINE.
WS earnings ests for TSLA for that year are lower today than they were 1, 3, 6, 12 months ago. Here is 2028 as an example: Current TSLA earnings est of $3.14 is -5% below where it was 1 month go, -15% below where it was 6 months ago, and -28% below where it was 12 months
Earnings revisions are the primary driver of growth stocks, whether $TSLA, $NVDA, $SKHY, etc. For $TSLA negative revisions have crushed the stock YTD (TSLA -20% YTD, NDX +15% YTD). Pick any year in the future.
Roth IRA income phase out ranges for 2026…
Single
<$153k : full contribution
$153k - $168k : partial contribution
>$168k : cannot contribute
Married
<$242k : full contribution
$242k - $252k : partial contribution
>$252k : cannot contribute
Don’t let these sneak up on you.
This Twitter feed is focused on:
Long term buy and hold Dividend Growth Investing
Side effects may include Financial Independence and passive income that grows above the rate of inflation
If you are not interested in this, unfollow, leave, etc
Diversification isn't owning 40 different stocks that all crash together the moment things get rough. It's owning things that actually behave differently from each other.
Don't confuse starting new positions for diversification
which, he's right about because it was at 4.8% in January 2025 but it's also ignoring that at the time, the administration was freaking out about how to bring yields down which seems like the same concern today given the treasury said they'd buy back $1T of bonds last week
everyone at this G20 summit is saying the high bond yields aren't an issue and growth will solve everything
bessent went as far as to say, "well, the 10-year is actually felt since Trump took office."