Yvonne LB

Commodity Trading & Love Dogs

[Charlie Bilello @charliebilello]

“Everybody’s profiting.” -President Trump

Except the people who bought his coins...

Trump family crypto earnings: $1.4 billion
$TRUMP meme coin: -98%
$MELANIA meme coin: -99%

Perhaps the most blatant example of corruption in the history of American politics.

[Yvonne LB @YLu1220]

@miradreaamy 54

[Bespoke @bespokeinvest]

The 2-year Treasury yield has risen nearly a full percentage point up to 4.32% since the Iran War began. It's predicting that fed funds (currently at 3.5-3.75%) is headed higher.

If Trump wants lower rates, he's got to get out of Iran with oil still flowing.

[Charlie Bilello @charliebilello]

Google reported negative free cash flow of $5.9 billion in Q2, driven by massive capital expenditures on AI infrastructure. This marks the first time in the company's public history that its quarterly free cash flow turned negative. $GOOGL

[Charlie Bilello @charliebilello]

87% of Google's record $112 billion net income in the 2nd quarter came from historic markups in its equity investments (SpaceX/Anthropic/etc). Without this "other income" Google's net income would have shown a modest 2% increase from Q1 to roughly $33 billion. $GOOGL

[Charlie Bilello @charliebilello]

“Under my administration, we will be slashing energy and electricity prices by half within 12 months, at a maximum 18 months."

“We’re going to get your energy prices down. We’re going to get your energy prices down by 50%.”

“Starting on day one, we will end inflation and make America affordable again, to bring down the prices of all goods.”

“We’re going down and getting gasoline below $2 a gallon, bring down the price of everything from electricity rates to groceries, airfares, and housing costs.”

“A vote for Trump means your groceries will be cheaper."

-President Trump on the campaign trail in 2024

[Beth Kindig @Beth_Kindig]

With capex up 100% YoY to $44.9 billion, Alphabet's $GOOG free cash flow went negative in Q2 -- the first time in 22 years since its IPO.

Read more below about which Big Tech companies could be next in line to see FCF turn negative as capex accelerates.⬇️
https://t.co/r1wmjNprpp

[Beth Kindig @Beth_Kindig]

Meta is reportedly in talks with Anthropic to lease $10 billion of computing power, with the deal expected to see Anthropic pay Meta in monthly increments over a two-year period.

$META $MSFT $AMZN $GOOG $NVDA

[Peter Mallouk @PeterMallouk]

"No one has ever been a success betting against America since 1776 — and they're not going to be a success in the future doing it, either." – Warren Buffett

[Charlie Bilello @charliebilello]

“Everybody’s profiting.” -President Trump

Except the people who bought his coins.

Trump family crypto earnings: $1.4 billion
$TRUMP meme coin: -98%
$MELANIA meme coin: -99%

Perhaps the most blatant example of corruption in the history of American politics.

[Bespoke @bespokeinvest]

The 8 largest S&P 500 stocks are all down at least 8% this month for an average decline of 13.7%.

$NVDA $GOOGL $AAPL $MSFT $AMZN $AVGO $TSLA $META

The next 9 largest are all up this month for an average gain of 7.6%. 🤔

[Peter Mallouk @PeterMallouk]

The national debt didn't become a problem overnight.
It became a problem one "temporary" deficit at a time.
The 2020s are on pace to be the most fiscally reckless decade in U.S. history.

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Charlie Bilello @charliebilello]

"Trump has signaled or stated outright more than 30 times that a deal is nearly at hand, according to a CNBC review of the president's social media posts and public remarks."

https://t.co/VeFZNByBqW

[Charlie Bilello @charliebilello]

Price to Sales Ratio (TTM Sales)
SpaceX: 119
Palantir: 63
Broadcom: 25
AMD: 23
Lam Research: 21
NVIDIA: 20
Micron: 20
Applied Materials: 16
Tesla: 15
Intel: 11
Google: 10
Apple: 10
Microsoft: 9
Oracle: 8
Cisco: 8
Netflix: 7
Meta: 7
Amazon: 3.5
S&P 500: 3.5

[Charlie Bilello @charliebilello]

% Below All-Time High
Eli Lilly: 0%
S&P 500: -3%
Apple: -8%
Google: -11%
Amazon: -12%
Nvidia: -12%
Tesla: -21%
Gold: -24%
Meta: -27%
Microsoft: -27%
Palantir: -36%
Silver: -46%
Bitcoin: -51%
Ethereum: -67%
MicroStrategy: -78%
Fartcoin: -95%
Trump Coin: -98%
Melania Coin: -99%

[Peter Mallouk @PeterMallouk]

A reminder as IPO activity heats up:
Even the most successful companies often have painful starts.
After its May 2012 IPO, Facebook (now $META) fell 54% peak-to-trough and finished its first year down 31%.
The broad stock market was up 31% over the same period.

[Yvonne LB @YLu1220]

@SqSehrish People are truly stupid

[Yvonne LB @YLu1220]

@SqSehrish 41

[Charlie Bilello @charliebilello]

With $1 trillion, Elon Musk could buy all...
32 NFL Teams ($227 billion)
30 NBA Teams ($165 billion)
30 MLB Teams ($95 billion)
32 NHL Teams ($67 billion)
30 MLS Teams ($23 billion)

And still have more than $400 billion left over.