Ah, the second quarter! A season of bounteous harvest for our Nebius, who, in a delightful flourish, reported an astonishing revenue increase of 625% year on year and 106% compared to the prior quarter, amassing a splendid $105.1 million. Such figures are no mere embellishments; they reflect profound demand for their burgeoning AI cloud infrastructure.
Together, these signals show conviction, even as profit-taking risks remain high.
Ackman, that scribe of shareholder ledgers and prophet of consumer whims, has long understood that markets are not mere numbers but the trembling pulse of human ambition. His Pershing Square, a colossus of capital, has not merely outpaced the S&P 500 this year-it has doubled his own fortune to $9 billion, a sum that might have made Dostoevsky’s gamblers weep with envy. Yet what is a nine-digit number but the shadow of a greater ambition? To Ackman, it is but a prelude to the next wager.
But, I digress. A certain company, often overlooked yet with a certain… heft, stands poised on the brink of joining this exalted club. That company is none other than Taiwan Semiconductor Manufacturing Company, or TSMC for short, with a market cap currently at a respectable $1 trillion. Why, one might ask, is this unsung hero of the chipmaking world poised for such a meteoric rise? Well, brace yourselves, for this story is one of slow yet steady dominion in the semiconductor world, like a gentleman entering a room and quietly taking his rightful seat.
Yet, the S&P 500 rarely graces us with its average 10% return in a single year. Instead, it prefers to dabble in extremes-those few years of splendor offsetting the rest with the kind of mediocrity that would make a Victorian parlour hostess blush. And with its current reliance on mega-cap growth stocks, the index may soon become a veritable carnival of volatility.
Will Nvidia stretch even further into the annals of financial legend in the coming years? Most assuredly, for I foresee a future where it proudly claims the title of the world’s premier $10 trillion entity. One pivotal innovation may hasten this remarkable journey more swiftly than a peddler of dreams.
According to Bloomberg (you know, the place where all the serious money people hang out), LMAX’s exchange is already moving over $40 billion in daily volume across forex and digital assets. And it turns out, their customers want more. And by more, they mean *high-leverage access* to crypto markets. Because, who needs a calm, rational approach to investing when you can have *100x leverage*?
In a cheeky post on the interwebs, our very own CryptoQuant smarty-pants, Maartunn, chatted about this latest kerfuffle in the futures trading volume. The way I see it, futures volume here ain’t some secret agent business-it’s just the amount changing hands in futures-related trades on those fancy derivatives exchanges.
Tesla’s June 22 robotaxi demonstration in Austin marked a pivotal moment in its capital allocation strategy. By deploying 10-20 Model Ys via the Uber app, the company is testing a monetization model that could diversify revenue beyond vehicle sales. While Alphabet’s Waymo remains the primary competitor in this nascent sector, Cathie Wood’s 2030 projection of 50 million global robotaxis-with Tesla capturing 50%-implies a $1.5 trillion addressable market. For dividend hunters, the critical question is whether this vertical can generate recurring cash flows sufficient to justify current valuation multiples.
When questioned, in the grand hall of CNBC, on a Tuesday that bore the weight of fiscal storms, Eric, the co-founder of something called American Bitcoin and its clever strategist, proclaimed with an air of weary amusement, “My father is the first man who has not enriched himself from holding this most illustrious office. We are, after all, lifelong aficionados of capital-and not casual ones at that.”
