Apple has received its $2.2 billion tariff refund check.
Amazon received theirs for $600 million.
Below are other big winners—
Walmart $10 Billy.
Target $2 billy.
Costco $2 Billy.
Nike $1 billy.
Home Depot $2 Billy.
Meanwhile, where is your $2000 check?
LOL
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Palantir reports Q2 2025 U.S. comm revenue growth of 93% Y/Y and revenue growth of 48% Y/Y.
We are now guiding to Q3 2025 revenue of $1.083-$1.087B, representing our highest ever sequential quarterly growth rate guide and 50% Y/Y.
And we are also raising our FY 2025 revenue guidance to 45% Y/Y growth and FY 2025 U.S. comm revenue guidance to 85% Y/Y growth, crushing consensus expectations.
We generated an adjusted operating margin of 46%, increasing our Rule of 40 score to 94% in Q2 2025.
$AAPL is down 20% year-to-date. But I’d rather stay away.
It’s still a hardware company, and it’s shown in recent years that it can’t innovate.
It’s missing the AI train — and when iPhones become obsolete (and they will), as even Apple’s SVP Eddy Cue said we won’t need iPhones anymore in 10 years, I don’t see how they’ll make up for that loss.
I’m not trying to be catastrophic, but a decline like Motorola or Blackberry is not out of the question for $AAPL
Deep Dive on the $OSCR operating system, system architecture, and AI Workflows aimed at collecting data and cutting cost:
The Oscar OS: How a Unified Tech Stack Turns Cost into Care:
https://t.co/x8EPWKRKHu
As the saying goes…
“First they ignore you.
Then they laugh at you.
Then they fight you.
Then they add you to the S&P 500.”
…or something like that.