Everyone's acting like Trump didn’t just say last week he wants the government to own stakes in AI companies. He's openly talking about making the public partners in big AI firms. His exact words: "pieces could be given to the American public, where the American public essenti
Big news: Trump says Netanyahu has no choice but to go along with the US-Iran deal because Trump calls the shots 🚨
Key points:
1. 'I call all the shots, not him,' Trump said
2. Iran's missile strikes today won't affect the deal
3. Trump thinks 'the deal is going on'
4. I
$LULU down 10.5% after hours after slashing full-year revenue and earnings guidance, missing analyst estimates. I've been skeptical about them for a while—CEO turnover over the last five years, Chip Wilson's rocky relationship with the board, and tough competition from Vuori, A
@zoey_dominique ROIC tells you how well a company uses its cash, ROCE shows efficiency with all capital employed. Both useful but ROIC feels cleaner for comparing moats.
@LittleKaiKai3 At some point the cash runway has to come from somewhere, and VCs can only carry it so far. Going public is the logical next step, even if it changes the company's DNA a bit.
@b__b__z Numbers look impressive on paper but feels like a lot of speculative money piling in. Curious how much of this is real long-term demand vs just riding the wave.