Valuemetrix

AI Investment Research Platfrom

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THE ENDGAME: Trump wants economic stimulus

Powell wants price stability.

One will blink first.

The question isn’t IF this escalates; it’s WHEN.

The future of American monetary policy hangs in the balance.

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🚨BREAKING: The most dramatic showdown in Federal Reserve history is unfolding in real-time.

President Trump vs. Fed Chair Jerome Powell

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Here’s what’s at stake:

Since 1913, the Federal Reserve has operated independently from political pressure.

If that independence breaks, every American mortgage, every retirement fund, every business loan becomes a political football.

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July 2025: President Trump walks into the Federal Reserve with cameras rolling.

Target: Jerome “Too Late” Powell

Weapon: A $3.1 billion renovation “scandal”

Stakes: 111 years of Fed independence

The confrontation was televised. The implications are seismic.

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LinkedIn continues to be a hidden gem under Microsoft's corporate umbrella.

The social network for professionals earns nearly $18 billion in annual revenue.

Microsoft bought LinkedIn for $26 billion in 2016.

$MSF

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Axon Enterprise is up 14.8%.

This is one of the most impressive integrated hardware + software ecosystems around.

Software ARR has grown at a 45% CAGR since 2019.

$AXON

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Hims & Hers just reported its first sequential revenue decline as a public company.

The stock is down 9.7%

$HIMS

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Palantir surpassed $1 billion in billings this quarter, up 48% from a year ago.

That figure is now up 10x in the last ~5 years.

$PLTR

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Holy operating leverage.

Spotify has increased its free cash flow more than 100x in the span of 2 years.

$SPOT

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Mastercard and Visa process $26.5 trillion in combined volume each year.

Why wouldn't this growth continue?

$MA $V

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SoFi Technologies is seeing incredible momentum.

They've added nearly 3 million members over the last 12 months alone.

That's almost as many customers as Ally Bank has in total.

$SOFI

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Engagement is soaring on Roblox.

This quarter, Hours Engaged jumped 57% compared to a year ago.

That's their fastest growth rate since COVID.

$RBLX

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The Satya Decade.

$MSFT

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Services accounts for 42% of Apple's overall Gross Profits.

How long until this is the largest contributor?

$AAPL