Just finished The Dhandho Investor by Mohnish Pabrai. Such a practical, no-nonsense take on investing. It’s all about low-risk, high-return bets and keeping things simple. Definitely a mindset shift.
Breaking: China now makes up about 28% of the world's manufacturing—more than any other country or region. That share has more than tripled since 2004.
For comparison, the US is at 17% of global manufacturing value, which is 11 points behind China. Back in 2004, the US was
⚠️ Heads up
🇺🇸 BlackRock suddenly started selling off $BTC hard right before the U.S. market opened!
In only 10 minutes, they unloaded $250 million worth of Bitcoin and are still selling more right now.
This is a bad sign for markets...
Breaking: Nvidia might back an OpenAI datacenter in Ohio with up to $250B in financing, per WSJ. 🏭
- Total cost could top $500B, making it the biggest AI data center ever. Phase one hits 2028 with 800 megawatts.
- U.S. govt is key—power comes from a Japan-backed federal
Big news: The S&P 500's net profit margin is on track to hit 15.7% in Q2 2026, the highest since 2009. 📈 If this holds, it'll be the 10th straight quarterly increase.
So far, 27% of companies have reported this earnings season. Alphabet ($GOOGL) is leading margin growth afte
Unusual Whales has surpassed 4.7 million followers on X.
Together we've built one of the largest investing communities online, created tools used by millions, and helped lead the push to ban congressional stock trading.
4.7 million is just the beginning.
We are the whal
Breaking news 🚨
China just got special treatment in the Strait of Hormuz. Iran is handing them privileged access to the key oil route. This move brings Iran and China closer together, cranking up the US-China trade war. Markets will not like this at all.
$TSLA and $RIVN both climbing ahead of 2Q deliveries tomorrow. Kills the idea that Tesla's surge is all about FSD or AI hype. With 72% of Tesla's profits and all of Rivian's coming from EV sales, rising oil prices this quarter seem to be the real driver behind renewed confidence
Apple's gearing up for its biggest hardware year ever in 2027 🚀
Bloomberg says we're getting new iPad Pros, a redesigned entry-level MacBook Pro, the first M7 chip, a second-gen iPhone Air, a foldable iPhone, an anniversary iPhone, and Apple's first smart glasses—all in on
Big news: DOJ shut down its criminal case against Abbott's baby formula plant.
Timeline that stands out:
• Abbott gave $500K to Trump's inauguration fund on Dec 24, 2024
• Trump's accounts traded up to $1M in Abbott $ABT stock during Q1 2026
• DOJ dropped the criminal