The Cruickshank

God Wills It ✝️

[The Cruickshank @The_Cruickshank]

Jesus Christ and the kingdom of heaven… That is what I support, may god bless this country 🇺🇸✝️

[amit @amitisinvesting]

$NVDA !!!!!

NVIDIA Q2 2026 EARNINGS:

- Revenue $96.2B +106% YoY
- Data Center Revenue $89.0B +117% YoY
- GAAP EPS $2.46 +128% YoY
- GAAP Operating Income $63.7B +124% YoY
- GAAP Gross Margin 75.0%
- Returned $26B to Shareholders in Q2
- Q3 Revenue Guidance of $108B

NVIDIA just doubled revenue at a nearly $100B quarterly run rate. It is the largest company in history to put up these numbers at this size.

CEO Jensen Huang:

“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue. And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

LETS. GO.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 American wages have fallen to 43% of national income, the lowest since the Great Depression.

For every $1 the US economy produces, workers are getting less of it than at any point since 1929.

The rest is going to corporate profits, which are now at an all time high.

This is why the economy keeps growing but most Americans feel poorer. GDP goes up, wages go up in dollar terms, but workers are getting a smaller and smaller slice of what they actually produce.

Asset prices keep rising for the same reason.

Money that used to go to wages is now going to shareholders instead, and shareholders put it into stocks, real estate and other assets.

[Retarded Groyper @RetardGr0yper]

Dude fuck these boomers

[Kalshi Finance @Kalshi_Finance]

BREAKING: Elon Musk says AI’s biggest bottleneck is now memory

[𝐝𝐫𝐚𝐜𝐨 @dracomcgee]

Napoleon issued a 10 day period of mourning after finding out about the death about the father of The United States of America, George Washington.

[Geiger Capital @Geiger_Capital]

Trump is now selling market-moving information to institutions and hedge funds in advance of the public for $100,000/month…

So blatantly corrupt, he deserves the coming impeachment after they lose the midterms.

[Geiger Capital @Geiger_Capital]

*LEOPOLD IS BROKE, FORCED TO SELL HIS MOTHER’S HOUSE TO COVER MARGIN

The stock market:

[amit @amitisinvesting]

OH. MY. GOODNESS.

CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.

So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...

On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...

Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...

AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.

By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.

A vet on wall street in Ken Griffin takes out the young new kid.

ABSOLUTE. CINEMA.

[Anthony Pompliano 🌪 @APompliano]

Wow.

Google is willing to risk the entire company to win the AI race

[Trad West @trad_west_]

Ferran Torres the man who scored the goal for Spain in the world cup said:

"Thank you God, He always gives me strength"

[CK Capital @CKCapitalxx]

$HOOD July 11, 2025:
Stock Price: $99
Annual Revenue (FY2024): $2.95B
Funded Customers: 25.8M
Platform Assets: $221B
Gold Subs: 3.2M

$HOOD July 18, 2026:
Stock Price: $99
Annual Revenue (FY2025): $4.5B (+53%) Funded Customers: 27.4M (+6%)
Platform Assets: $307B (+39%)
Gold Subs: 4.3M (+36%)

And here’s everything they added in that year that the price hasn’t caught up to:

— Prediction Markets: record volumes, $100M+ annualized and growing fast
— Bitstamp: acquired, another $100M+ annualized business line
— Robinhood Banking: rolling out now
— Robinhood Strategies: digital advisory, scaling
— Gold Card: 300K+ holders
— TradePMR: brought $40B+ in advisory assets
— Robinhood Ventures: coming

A 53% revenue year, six new business lines, and a stock that went nowhere.

Stock price change: 0%

[Wealthmatica @wealthmatica]

$TSM

I tuned into the call...

He was asked specifically about the 50% CAGR they issued for AI revenue previously. His reposnse was:

"Let me give you not a number, but it's stronger and stronger. We don't give you a number today because it continues to increase, so we don't know how to answer this question.

Stronger than what we said before [50% CAGR]..."

– C.C. Wei, CEO, TSMC

The demand is absolutely insane.

[Patient Investor @patientinvestor]

Tom Lee: The Pullback In Semiconductor And Memory Stocks Is A Buying Opportunity.
$MU $SKHY

[Kalshi Finance @Kalshi_Finance]

JUST IN: $META says it will spend more than $40 billion on a data center in Louisiana

[Kalshi @Kalshi]

JUST IN: Foreign Investors are now buying US Stocks at fastest pace in history

[The Cruickshank @The_Cruickshank]

@FuentesUpdates Horrible comment section.

[Jeremy Wayne Tate @JeremyTate41]

Ages of the Founding Fathers on July 4, 1776:

James Monroe, 18
Aaron Burr, 20
Alexander Hamilton, 21
James Madison, 25
Thomas Jefferson, 33
John Adams, 40

Age didn't matter. Education did. Classically educated founders built the greatest system of government in human history.

[Centrist Peater @centristpeater]

This should be the bare minimum

[*Walter Bloomberg @DeItaone]

*TRUMP: I THINK AI IS BIGGER THAN THE INTERNET