Ray Scabrough

Retired From U.S. Air Force and IDOT.

[The Transcript @TheTranscript_]

$GEV GE Vernova CEO on their business:

"We're generating 25% of the world's electricity every day. It's about 50% of this country, the U.S.'s electricity every day. Over 7,000 gas turbines, over 59,000 wind turbines, over 60 nuclear plants and the associated electrical equipment attached to that. We've got an $87 billion services backlog that will generate by 2027, about $20 billion of services revenue across our services businesses"

[Dividend Growth Investor @DividendGrowth]

I am not a technician

But should we be worried if the stock goes below this red line?

[Sooner Focus @SoonerFocus]

👀

[SCHD STAN | Craig @SCHDETF]

Got down to $27.28 so far today. Will it go lower?
$SCHD 📉

[Dividend Growth Investor @DividendGrowth]

If you are retired at a normal age, and have a fully paid off house

Having $30,000 in annual dividend income on top of that is more than enough for most Americans

[ETF Tracker @TheETFTracker]

2) $SPY - SPDR S&P 500 ETF Trust

[ETF Tracker @TheETFTracker]

Here are the current largest holdings in the most popular ETFs in the world

A thread 🧵⬇️

1) $VOO: Vanguard S&P 500 ETF

[Gene Munster @munster_gene]

Putting the $MSFT revenue beat into perspective.
They exceeded June estimates by $2.6B.
The average beat over the past 11 quarters was $0.9B.
That's a 3.4 standard deviation beat.

[Dividend Dad @DividendDad1]

Our culture has persuaded young adults in their 20s and 30s that:
1. Homeownership is out of reach.
2. Raising children is financially impossible.
3. Marriage is a gamble not worth taking.

Reject these falsehoods. Create the life you're told is unattainable.

[Ray Scabrough @RamonScar]

@DividendGrowth l

[Allie Canal @allie_canal]

There appears to be some confusion over the $NVDA earnings number.

Basically: Excluding the $4.5 billion H20 chip charge, it was an earnings beat. Including the impact of that charge, it was a miss.

Seems like Wall Street prefers to exclude that charge. Stock up 4% after hours

[Gene Munster @munster_gene]

$NVDA should be trading higher than its current up 3% in after-hours.

If you back out the impact of the curbs, YoY revenue growth in April would have been 79% (reported 69%). Guide for July would have been 76% (actual guide with curbs 50%).

That fractional decline of revenue growth quarter over quarter off of a much bigger base is impressive, and the latest evidence that the company's growth will be higher for longer.

[Ray Scabrough @RamonScar]

https://t.co/pqeO685Qrs

[DG Invests @DG_Invests]

Good Morning X!☀️

It’s Monday which means the markets are back open! Have a good one all😎

[Compounding Dividends @CompoundingW]

Financial Statements Yellow Flags

[Beth Kindig @Beth_Kindig]

Nvidia's $NVDA Vera Rubin can offer up to 50 petaflops of inference performance, or 2.5x the 20 petaflops offered by Blackwell.

[Tosca Austen @ToscaAusten]

@elonmusk @DOGE Who are the 16%? 🤔

[Spotlight on China @spotlightoncn]

@WesternDecline_ @elonmusk 🔥CHINA (& other foreign donors) laundering money through ACTBLUE is something alleged often.

James O'Keefe is reputable.
Worth an INVESTIGATION?

[I Love America News @ILA_NewsX]

@WesternDecline_ @elonmusk No wonder she hates DOGE.