Eighty-two years ago today, freedom stood on the edge of extinction, and Allied forces stormed into hell to help save the world.
We will never forget the courage, the sacrifice, and the blood spilled on that fateful day.
This morning at the World War II Memorial, we pause to honor the courage and sacrifice of those who stormed the beaches of Normandy 82 years ago today. ๐บ๐ธ
Photo by Chris Johnson
Just to clear the record: Palo Alto did NOT miss the high expectations. Stock up tremendously ahead of the report, was up huge then gave it. Usual pattern for this one...
Let's see: $80 billion for GOOGL, probably $100 billion for Anthropic, $100 billion for OpenAI (maybe more) and $100 billion for SpaceX and $100 billion for Amazon? does this market have $500 billion in spare change. What has to be sold to raise it???
Meanwhile i am starting to see Nvidia's stock selling for maybe as low as 10x the 2027 estimates. It remains the best positioned and the fastest grower (and the weakest stock) Oddity? Confusion? Opportunity? I hope Nvidia is buying when the market is selling