Be a Republican my next life Джефф Непман 簡體不是中文 @TrueNameJeff

@KELMAND1 新殖民你媽 特同志收歸委國資產階級的石油，讓天下無產階級收益。中共忘記無產階級鬥爭嗎？特同志從未！

@KELMAND1 中國共產黨把反動派蕭清，誰敢說不愛和平？

@KELMAND1 讓資產階級以色列知道無產階級的厲害和狼性！ （可是當年最支持以色列建國的是蘇聯）

@KELMAND1 向資產階級上天宣戰！無產階級必勝天！

@Jingjing_Li Together with Comrade Trump, we need to tear down the facade of the evil bourgeoise BBC for making us proletariats lives look like some cheap political stunt!

@GordonGChang We end CCP by flooding them with capital 💪

@booboohead15 只不過是兩個獨派罵來罵去

$CRM Q2 2027 earnings: Record Top-Line Masks Low-Quality Earnings Beat and Inorganic Tailwinds Salesforce delivered a headline-grabbing Q2, beating expectations and raising FY27 guidance. The AI 'Agentic' narrative is loud, with the Data 360 segment seeing explosive 20% constant currency growth. But dig deeper: earnings were artificially inflated by a massive $2.6B gain on strategic investments, which accounted for nearly 43% of non-GAAP EPS. Meanwhile, the core Agentforce Apps segment (formerly Sales and Service) continues to lag company averages, growing at just 8%. The revenue guidance raise is also heavily buoyed by impending acquisitions (Contentful, Fin) and Informatica rather than pure organic acceleration. The AI flywheel is spinning, but investors must separate the marketing noise from the underlying organic SaaS reality. Full article with charts - link in bio 🐂 𝐁𝐮𝐥𝐥 𝐂𝐚𝐬𝐞 • 𝐃𝐚𝐭𝐚 & 𝐀𝐈 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐑𝐞𝐚𝐥 — The Agentforce and Data 360 narrative is translating to numbers. Agentforce ARR exceeded $1.5B (up 240% YoY), and Data 360 ingested 104 trillion records (up 355% YoY). This provides a massive, high-growth engine separate from legacy CRM seats. • 𝐜𝐑𝐏𝐎 𝐆𝐫𝐨𝐰𝐭𝐡 𝐑𝐞𝐦𝐚𝐢𝐧𝐬 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 — Current Remaining Performance Obligation (cRPO) held steady at 14% YoY growth, signaling strong future billings despite the larger revenue base and macro uncertainty. 🐻 𝐁𝐞𝐚𝐫 𝐂𝐚𝐬𝐞 • 𝐋𝐨𝐰 𝐐𝐮𝐚𝐥𝐢𝐭𝐲 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐁𝐞𝐚𝐭 — A colossal $2.6B gain on strategic investments added $2.53 to Q2 non-GAAP EPS. Without this one-time boost, operating EPS was $3.37, making the 103% YoY EPS growth headline highly misleading. • 𝐂𝐨𝐫𝐞 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐋𝐚𝐠𝐠𝐢𝐧𝐠 — The 'Agentforce Apps' segment, which contains the core Sales, Service, and Commerce clouds, grew at just 8% constant currency. This is significantly below the total company average of 11%, showing stagnation in the core SaaS product. ⚖️ 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: ⚪ Neutral. Top-line metrics and AI traction are genuinely impressive, but the heavy reliance on inorganic growth (Informatica, Contentful, Fin) and non-operating investment gains to beat estimates warrants caution. Organic core SaaS growth remains sluggish. 𝐊𝐞𝐲 𝐓𝐡𝐞𝐦𝐞𝐬 🟢🟢 𝐀𝐠𝐞𝐧𝐭𝐟𝐨𝐫𝐜𝐞 𝐚𝐧𝐝 𝐃𝐚𝐭𝐚 𝟑𝟔𝟎 𝐒𝐜𝐚𝐥𝐢𝐧𝐠 𝐄𝐱𝐩𝐨𝐧𝐞𝐧𝐭𝐢𝐚𝐥𝐥𝐲 [NEW] Salesforce is successfully monetizing its AI pivot. Agentforce ARR reached over $1.5 billion (up >240% YoY), and combined Agentforce & Data 360 ARR hit nearly $3.9 billion. Usage is scaling aggressively: 7.0 billion Agentic Work Units (AWUs) have been delivered to date, with 3.2 billion occurring in Q2 alone (+97% QoQ). Premium SKUs anchored in Sales and Service more than doubled QoQ. 🔴 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐐𝐮𝐚𝐥𝐢𝐭𝐲 𝐃𝐢𝐬𝐭𝐨𝐫𝐭𝐞𝐝 𝐛𝐲 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 [NEW] A severe contradiction to the 'profitable growth' narrative appeared on the income statement. Salesforce reported non-GAAP diluted EPS of $5.90, up an incredible 103% YoY. However, $2.53 of this EPS (and $2.43 of GAAP EPS) came directly from $2.61B in net gains on strategic investments. Strip this away, and the operational non-GAAP EPS was approximately $3.37. Investors modeling future cash flows on headline EPS will be miscalibrated. 🔴 𝐂𝐨𝐫𝐞 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐠𝐦𝐞𝐧𝐭 (𝐀𝐠𝐞𝐧𝐭𝐟𝐨𝐫𝐜𝐞 𝐀𝐩𝐩𝐬) 𝐢𝐬 𝐋𝐚𝐠𝐠𝐢𝐧𝐠 Despite the AI hype, the foundation of the house is growing slowly. The 'Agentforce Apps' segment, which constitutes 66% of subscription revenues, grew only 8% in constant currency. This is substantially below the company average (11%) and dwarfed by the Data segment (20%). If AI upsells cannot meaningfully re-accelerate the core seat-based product, total revenue growth will face an inevitable ceiling. 🟢 𝐒𝐥𝐚𝐜𝐤 𝐑𝐞-𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐯𝐢𝐚 𝐀𝐈 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 [NEW] Slack delivered its fastest quarterly Net New Annual Order Value (NNAOV) growth since acquisition. This was explicitly driven by AI utility, as Slackbot users grew over 150% QoQ. By positioning Slack as the primary human-agent collaboration interface, Salesforce has successfully revitalized a previously sluggish asset. ⚪ 𝐈𝐧𝐨𝐫𝐠𝐚𝐧𝐢𝐜 𝐆𝐫𝐨𝐰𝐭𝐡 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐑𝐚𝐢𝐬𝐞 [NEW] Management raised FY27 revenue guidance by $200M (nominal) and $300M (constant currency). However, they explicitly noted that $200M of this raise stems from the pending acquisitions of Contentful and Fin. When factoring in the >3 point growth contribution from the prior Informatica acquisition, true organic SaaS growth is hovering in the mid-to-high single digits. ⚪ 𝐌𝐚𝐜𝐫𝐨: 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧𝐢𝐧𝐠 𝐔𝐒 𝐃𝐨𝐥𝐥𝐚𝐫 𝐁𝐞𝐜𝐨𝐦𝐢𝐧𝐠 𝐚 𝐇𝐞𝐚𝐝𝐰𝐢𝐧𝐝 [NEW] Management flagged macroeconomic friction via foreign exchange, noting a strengthening US Dollar in Q2. They expect a reduced currency tailwind relative to prior guidance, resulting in a $100M FX headwind factored into the newly updated FY27 outlook. 𝐎𝐭𝐡𝐞𝐫 𝐊𝐏𝐈𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 (𝟐𝟕𝐐𝟐): 34.1% (Non-GAAP) Stable. Non-GAAP operating margin was flat YoY, demonstrating that while the company is heavily investing in AI infrastructure and absorbing token costs, it is successfully maintaining its profitability framework. GAAP margin came in at 20.5%. 𝐅𝐫𝐞𝐞 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 (𝟐𝟕𝐐𝟐): $1.1 billion Accelerating. Up 81% YoY from a relatively low base of $605M in 26Q2. Operating cash flow grew 71% to $1.3B. The strong cash generation supports the aggressive capital return program, including $364M in Q2 dividends. 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐅𝐘𝟐𝟕 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $46.1 - $46.4 billion Accelerating slightly vs prior guidance. The midpoint implies 11.5% YoY growth. Crucially, the $200M raise reflects only $100M of organic growth, with $200M from impending acquisitions (Contentful, Fin) offsetting a $100M FX headwind. The guide includes slightly above 3pts of contribution from Informatica. 𝐐𝟑 𝐅𝐘𝟐𝟕 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $11.42 - $11.5 billion Stable. Implies 11-12% YoY growth (and CC growth). This marks sequential stability but relies on 'slightly above 4pts' of inorganic contribution from Informatica, meaning the underlying organic growth rate is roughly 7-8%. 𝐐𝟑 𝐅𝐘𝟐𝟕 𝐜𝐑𝐏𝐎: Approximately 14% YoY Stable. Flat vs Q2's 14% achievement. Notably, this guidance excludes any contribution from the pending Contentful and Fin acquisitions, acting as a clean barometer for forward-looking organic/Informatica-blended bookings. 𝐅𝐘𝟐𝟕 𝐍𝐨𝐧-𝐆𝐀𝐀𝐏 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧: 34.3% Stable. The company maintained its full-year profitability target, indicating confidence in managing the gross margin impact of surging AI token consumption and infrastructure costs. 𝐊𝐞𝐲 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐎𝐫𝐠𝐚𝐧𝐢𝐜 𝐆𝐫𝐨𝐰𝐭𝐡 𝐁𝐚𝐬𝐞𝐥𝐢𝐧𝐞 With >3 points from Informatica and a $200M boost from Contentful/Fin, true organic growth appears to be in the 7-8% range. When do you expect Agentforce upselling to drive organic growth back to double digits? 𝐂𝐨𝐫𝐞 𝐀𝐩𝐩 𝐒𝐭𝐚𝐠𝐧𝐚𝐭𝐢𝐨𝐧 Agentforce Apps grew just 8% in constant currency. Are customers pausing traditional seat expansions to fund their Data 360 and AI credit purchases, or is this primarily a macro headwind? 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞 𝐯𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐆𝐚𝐢𝐧𝐬 Over 40% of Q2's non-GAAP EPS came from strategic investment gains. Stripping this out, operating EPS growth is much more modest. Are there structural gross margin pressures from AI inference costs that are being masked by below-the-line gains? 𝐇𝐞𝐚𝐝𝐥𝐞𝐬𝐬 𝟑𝟔𝟎 𝐂𝐚𝐧𝐧𝐢𝐛𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 Data 360 processed 82 trillion records via Zero Copy (+731% YoY). As you rapidly expand Headless 360 APIs, how do you mitigate the risk of customers building their own UIs and stepping down from premium Agentforce App seats?

BREAKING: Chevron, $CVX, Haliburton, $HAL, and other major US oil companies are nearing deals to invest “billions of dollars” in Venezuela’s oil fields, per WSJ. This comes amid reports that the US is negotiating a deal to take a large stake in Venezuelan oil fields.

$CRWD Q2 2027 earnings: A Flawless Quarter Propelled by AI and Flex Adoption CrowdStrike reported a blockbuster Q2 FY27, definitively putting any lingering concerns from the July 2024 outage in the rearview mirror. Revenue grew an accelerating 26% YoY to $1.47 billion, and the company reversed previous GAAP losses to post a GAAP net income of $5.3 million. The true standout, however, was Net New ARR, which hit a record $333 million. Driven by the 'Mythos' AI inflection point and aggressive Falcon Flex adoption, management confidently raised full-year net new ARR growth guidance by a massive 630 basis points to 34%. Full article with charts - link in bio 🐂 𝐁𝐮𝐥𝐥 𝐂𝐚𝐬𝐞 • 𝐔𝐧𝐩𝐫𝐞𝐜𝐞𝐝𝐞𝐧𝐭𝐞𝐝 𝐀𝐑𝐑 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 — The 630-bps increase in FY27 net new ARR growth guidance signals immense pipeline visibility and conversion efficiency, structurally accelerating the business as enterprises view AI security as mandatory infrastructure. • 𝐏𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭 — Achieving GAAP profitability while scaling to nearly $6B in ARR demonstrates elite financial discipline. Free Cash Flow hit a Q2 record of $377 million, sustaining a healthy 26% margin. 🐻 𝐁𝐞𝐚𝐫 𝐂𝐚𝐬𝐞 • 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 𝐏𝐫𝐢𝐜𝐞𝐝 𝐟𝐨𝐫 𝐏𝐞𝐫𝐟𝐞𝐜𝐭𝐢𝐨𝐧 — With the substantial upward revision in guidance, the market will tolerate zero execution missteps. Any macro-driven deal delays in H2 could severely punish the stock's premium multiple. • 𝐌𝐨𝐝𝐮𝐥𝐞 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐒𝐭𝐚𝐠𝐧𝐚𝐭𝐢𝐧𝐠 — Despite the Falcon Flex hype, top-of-funnel module adoption rates (6+ and 7+ modules) were completely flat sequentially, contradicting the narrative of automatic platform-wide expansion. ⚖️ 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: 🟢🟢 Extremely Bullish. CrowdStrike is executing flawlessly on both the top and bottom lines. By leaning into the AI security necessity and capitalizing on the Falcon Flex licensing model, they are cementing their position as the dominant foundational security platform. 𝐊𝐞𝐲 𝐓𝐡𝐞𝐦𝐞𝐬 🟢🟢 𝐓𝐡𝐞 '𝐌𝐲𝐭𝐡𝐨𝐬' 𝐌𝐚𝐜𝐫𝐨 𝐓𝐚𝐢𝐥𝐰𝐢𝐧𝐝 [NEW] The macro-level shift toward enterprise AI adoption has catalyzed a 'Y2K moment' for CrowdStrike. Management noted that mass-market acceptance of AI requires robust security, driving unprecedented demand. The new strategic collaboration with Cerebras Systems and expanded AWS innovations specifically target securing frontier AI risks, positioning CrowdStrike at the epicenter of the most significant technology budget reallocation of the decade. 🟢🟢 𝐅𝐚𝐥𝐜𝐨𝐧 𝐅𝐥𝐞𝐱 𝐃𝐫𝐢𝐯𝐞𝐬 𝐇𝐲𝐩𝐞𝐫-𝐒𝐜𝐚𝐥𝐢𝐧𝐠 The Falcon Flex subscription model remains a spectacular success, effectively eliminating procurement friction. Ending ARR from accounts adopting Falcon Flex exceeded $2.29 billion, marking an accelerating 101% YoY growth rate. This licensing construct acts as a frictionless on-ramp for customers to consume more of the CrowdStrike platform, directly fueling the record $333 million in net new ARR. 🟢 𝐍𝐞𝐱𝐭-𝐆𝐞𝐧 𝐒𝐈𝐄𝐌 𝐚𝐧𝐝 𝐓𝐞𝐜𝐡 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 [NEW] CrowdStrike continues to build a moat by aggressively displacing legacy SIEMs. They are strengthening this position by acquiring the technology assets of XM Cyber (a Schwarz Digits company) to add advanced attack path visualization and offensive simulation. This shift from defensive to proactive, offensive-capable security gives enterprises another compelling reason to consolidate budgets onto the Falcon platform. 🔴 𝐌𝐨𝐝𝐮𝐥𝐞 𝐏𝐞𝐧𝐞𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐒𝐡𝐨𝐰𝐬 𝐄𝐚𝐫𝐥𝐲 𝐒𝐢𝐠𝐧𝐬 𝐨𝐟 𝐒𝐭𝐚𝐥𝐥𝐢𝐧𝐠 [NEW] While ending ARR is booming, a critical underlying KPI is decelerating. The percentage of customers with 6+ modules remained flat sequentially at 51% (same as 27Q1). Similarly, 7+ module adoption remained flat at 35%. While 8+ modules ticked up slightly to 26% (from 25%), the plateau in the broader metrics contradicts the 'inevitable expansion' narrative often tied to Falcon Flex, suggesting some saturation in the mid-market or friction in broad up-selling. ⚪ 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐂𝐨𝐦𝐩𝐥𝐞𝐱𝐢𝐭𝐲 𝐨𝐟 𝐑𝐚𝐩𝐢𝐝 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬 The addition of XM Cyber technology assets comes on the heels of recent acquisitions like SGNL, Seraphic, Pangea, and Onum. While these rapidly expand TAM, they create substantial architectural and integration overhead. If CrowdStrike fails to natively integrate these into the single-agent architecture swiftly, they risk becoming the fragmented 'PowerPoint platform' they frequently criticize competitors for being. ⚪ 𝐈𝐧𝐜𝐢𝐝𝐞𝐧𝐭 𝐎𝐯𝐞𝐫𝐡𝐚𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐑𝐞𝐯𝐞𝐫𝐬𝐞𝐬 [NEW] The financial impact of the July 19 incident is officially reversing. In 27Q2, CrowdStrike reported a net recovery of $14.5 million associated with the incident, compared to a $35.7 million cost in the same period last year. This reversal bolsters operating margins, though the company must maintain flawless operational hygiene to ensure reputational damage remains permanently contained. 𝐎𝐭𝐡𝐞𝐫 𝐊𝐏𝐈𝐬 𝐆𝐀𝐀𝐏 𝐍𝐞𝐭 𝐈𝐧𝐜𝐨𝐦𝐞: $5.3 million Reversing the trend of GAAP losses, CrowdStrike printed a positive GAAP net income of $5.3M (vs a $70.2M loss in 26Q2). This marks a significant milestone in corporate maturity, proving the business can absorb vast stock-based compensation ($399M in Q2) and still generate true bottom-line profitability. 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰: $530.3 million Accelerating significantly. OCF grew 59% YoY from $332.8M in 26Q2. This massive cash generation provides CrowdStrike immense flexibility for further M&A, share repurchases, and aggressive R&D investments, fortifying their structural advantage over cash-burning competitors. 𝐍𝐨𝐧-𝐆𝐀𝐀𝐏 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐬𝐬 𝐌𝐚𝐫𝐠𝐢𝐧: 81% Stable and elite. Expanded slightly from 80% in 26Q2. Despite integrating multiple acquisitions and scaling new data-heavy products like Next-Gen SIEM, the company is maintaining structural pricing power and infrastructure efficiency. 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐅𝐘𝟐𝟕 𝐅𝐮𝐥𝐥 𝐘𝐞𝐚𝐫 𝐍𝐞𝐭 𝐍𝐞𝐰 𝐀𝐑𝐑 𝐆𝐫𝐨𝐰𝐭𝐡: 34% YoY Accelerating sharply. Management raised the net new ARR growth outlook by a massive 630 basis points. This is the most critical metric in the release, signaling overwhelming confidence that the pipeline conversion momentum seen in Q2 will persist through the back half of the year. 𝐅𝐘𝟐𝟕 𝐅𝐮𝐥𝐥 𝐘𝐞𝐚𝐫 𝐓𝐨𝐭𝐚𝐥 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $5,991.1 - $6,011.1 million Accelerating vs previous expectations. The midpoint of $6.0B implies ~24.7% YoY growth over FY26's $4.81B, a notable increase from the prior $5.937B Q1 midpoint guidance. This essentially locks in the narrative of durable, hyper-scale growth. 𝟐𝟕𝐐𝟑 𝐓𝐨𝐭𝐚𝐥 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $1,523.2 - $1,529.2 million Stable. The midpoint implies ~23.7% YoY growth over 26Q3's $1,234.2M. While slightly decelerating from the 26% YoY growth recorded in Q2, it establishes a very high floor for the second half of the year. 𝐅𝐘𝟐𝟕 𝐅𝐮𝐥𝐥 𝐘𝐞𝐚𝐫 𝐍𝐨𝐧-𝐆𝐀𝐀𝐏 𝐄𝐏𝐒 (𝐃𝐢𝐥𝐮𝐭𝐞𝐝): $1.25 - $1.26 Accelerating. Raised from the post-split Q1 guidance of $1.22 - $1.24. This reflects tight cost controls across General & Administrative expenses and the realization of operational leverage as revenues scale. 𝐊𝐞𝐲 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐌𝐨𝐝𝐮𝐥𝐞 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐒𝐭𝐚𝐠𝐧𝐚𝐭𝐢𝐨𝐧 With the percentage of customers holding 6+ and 7+ modules flat sequentially, where are you seeing friction in the cross-sell motion, and is this a structural ceiling for the mid-market? 𝐗𝐌 𝐂𝐲𝐛𝐞𝐫 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞𝐬 Regarding the asset acquisition of XM Cyber, how quickly will these attack path visualization technologies be natively integrated into the single lightweight agent, and when should we model material ARR contribution? 𝐀𝐈 𝐌𝐨𝐧𝐞𝐭𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐯𝐬 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞 You cited a 630 bps raise in net new ARR growth fueled by the 'Mythos moment.' How much of this massive net new ARR influx is directly attached to specific AI SKUs (like AIDR) versus general foundational EDR endpoints being dragged along? 𝐉𝐮𝐥𝐲 𝟏𝟗 𝐈𝐧𝐜𝐢𝐝𝐞𝐧𝐭 𝐑𝐞𝐜𝐨𝐯𝐞𝐫𝐢𝐞𝐬 We noted a $14.5 million net recovery related to the July 19 incident this quarter. Should we expect further cash recoveries in the back half of FY27, or is the financial tail of this event fully concluded?

$NVDA Q2 2027 earnings: Unprecedented Scale, But Cash Conversion and Working Capital Flash Warning Signs NVIDIA's Q2 FY27 results delivered another staggering top-line beat, with revenue reaching $96.2B (+106% YoY) and Q3 guidance pointing to $108B. The data center mix continues to diversify healthily, with ACIE (AI Clouds, Industrial, & Enterprise) now growing faster than Hyperscalers. However, a massive divergence emerged on the balance sheet: despite generating $59.7B in GAAP Net Income, Operating Cash Flow collapsed sequentially to $24.1B (down from $50.3B). This was driven by a $22.3B spike in Accounts Receivable. To sustain this hyper-growth, NVIDIA is absorbing immense capital intensity, evidenced by $279B in supply commitments and a new $105B off-balance-sheet guarantee to secure power capacity. Full article with charts - link in bio 🐂 𝐁𝐮𝐥𝐥 𝐂𝐚𝐬𝐞 • 𝐔𝐧𝐬𝐭𝐨𝐩𝐩𝐚𝐛𝐥𝐞 𝐓𝐨𝐩-𝐋𝐢𝐧𝐞 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 — Revenue growth is accelerating sequentially. The Q3 guidance of $108B implies an incredible ~$12B QoQ addition, proving that Blackwell Ultra demand is easily absorbing new capacity. • 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐧𝐠 — The ACIE sub-segment grew 138% YoY, drastically outpacing Hyperscale growth (102%). This validates the thesis that AI adoption is spreading deeply into enterprise, industrial, and sovereign domains. 🐻 𝐁𝐞𝐚𝐫 𝐂𝐚𝐬𝐞 • 𝐂𝐚𝐬𝐡 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐢𝐨𝐧 𝐄𝐯𝐚𝐩𝐨𝐫𝐚𝐭𝐞𝐝 — Operating Cash Flow fell 52% sequentially despite Net Income rising. Extended payment terms for large customers caused Days Sales Outstanding (DSO) to spike from 45 to 60 days. • 𝐀𝐬𝐭𝐫𝐨𝐧𝐨𝐦𝐢𝐜𝐚𝐥 𝐎𝐟𝐟-𝐁𝐚𝐥𝐚𝐧𝐜𝐞-𝐒𝐡𝐞𝐞𝐭 𝐑𝐢𝐬𝐤 — The company has underwritten $108.5B in guarantees for third-party land, power, and shell data center buildouts, exposing NVIDIA to immense counterparty risk if AI monetization falters. ⚖️ 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: 🟢 Bullish, but with elevated risk. The fundamental demand and revenue execution are flawless. However, investors must monitor the deteriorating cash conversion cycle and the gargantuan financial guarantees NVIDIA is making to prop up the ecosystem's infrastructure. 𝐊𝐞𝐲 𝐓𝐡𝐞𝐦𝐞𝐬 🔴 𝐖𝐨𝐫𝐤𝐢𝐧𝐠 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐒𝐩𝐢𝐤𝐞 𝐂𝐫𝐮𝐬𝐡𝐞𝐬 𝐂𝐚𝐬𝐡 𝐅𝐥𝐨𝐰 [NEW] A reversing trend emerged in cash flow. Despite Net Income growing to $59.7B, Operating Cash Flow halved sequentially to $24.1B. This was primarily driven by Accounts Receivable consuming $22.3B of cash in the quarter. Management attributed this to 'extended payment terms on large, multi-quarter agreements with certain investment-grade customers.' As DSO lengthens to 60 days, NVIDIA is effectively acting as a bank for its largest clients, masking true underlying cash generation. ⚪ 𝐌𝐚𝐬𝐬𝐢𝐯𝐞 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 𝐆𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐬 𝐔𝐧𝐝𝐞𝐫𝐰𝐫𝐢𝐭𝐢𝐧𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 [NEW] NVIDIA is taking extreme measures to solve the physical constraints of AI infrastructure (power and land). The company entered into an unprecedented $105B guarantee to secure 4.25 GW at SB Energy's Ohio campus for OpenAI. Total maximum gross exposure for data center lease obligations is now $108.5B. While this secures future revenue capacity, it places colossal off-balance-sheet risk directly onto NVIDIA if its partners fail to monetize these assets. 🟢🟢 𝐀𝐂𝐈𝐄 𝐎𝐮𝐭𝐩𝐚𝐜𝐢𝐧𝐠 𝐇𝐲𝐩𝐞𝐫𝐬𝐜𝐚𝐥𝐞𝐫𝐬 Accelerating demand from non-hyperscale customers is derisking the revenue mix. The AI Clouds, Industrial, & Enterprise (ACIE) segment surged 138% YoY and 25% QoQ to $40.3B. Meanwhile, Hyperscale grew 102% YoY and 13% QoQ to $48.7B. The narrative that AI is merely a 'cloud provider arms race' is being firmly dismantled by physical AI, enterprise adoption, and sovereign data centers. 🟢 𝐕𝐞𝐫𝐚 𝐂𝐏𝐔 𝐭𝐨 𝐄𝐱𝐩𝐚𝐧𝐝 𝐓𝐀𝐌 𝐛𝐲 $𝟐𝟎𝟎𝐁 [NEW] NVIDIA's foray into CPUs with 'Vera' is targeting the orchestration and tool-use layers of agentic AI. Management highlighted Vera as a key element for AI agents, driving toward a $200B standalone CPU TAM. Broad adoption is already planned across top technology providers, allowing NVIDIA to capture more of the rack beyond the GPU. 🟢🟢 𝐁𝐥𝐚𝐜𝐤𝐰𝐞𝐥𝐥 𝐔𝐥𝐭𝐫𝐚 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐒𝐞𝐪𝐮𝐞𝐧𝐭𝐢𝐚𝐥 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 The sequential growth of 18% in Data Center was entirely driven by the rapid ramp of the Blackwell Ultra architecture. The company's strategy to force an annual 'X-factor' product cadence is working, ensuring continuous upgrade cycles and making NVIDIA's compute platforms the most cost-effective ('tokens per dollar') despite absolute high prices. 🔴 𝐂𝐡𝐢𝐧𝐚 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐏𝐞𝐫𝐦𝐚𝐧𝐞𝐧𝐭𝐥𝐲 𝐈𝐦𝐩𝐚𝐢𝐫𝐞𝐝 Stable but severely depressed. Shipments of Data Center Hopper products to China were less than 1% of Data Center revenue in Q2. Looking forward, management assumed absolute zero Data Center compute revenue from China in the Q3 outlook. What was once a $5B+ per quarter geographical engine has been effectively neutralized by export controls. 🟢 𝐀𝐬𝐭𝐫𝐨𝐧𝐨𝐦𝐢𝐜𝐚𝐥 𝐒𝐮𝐩𝐩𝐥𝐲 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭𝐬 [NEW] To satisfy demand, NVIDIA's supply and capacity commitments skyrocketed from $119B last quarter to $279B, heavily focused on memory procurement. While this provides excellent forward visibility, it ties up immense capital and exposes the company to severe inventory risk if end-market demand unexpectedly decelerates. ⚪ 𝐌𝐚𝐜𝐫𝐨 𝐏𝐡𝐲𝐬𝐢𝐜𝐚𝐥 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐂𝐨𝐧𝐬𝐭𝐫𝐚𝐢𝐧𝐭𝐬 Management explicitly stated that 'securing land, power and shell for data centers has become the next critical phase in the AI infrastructure buildout.' The power constraint is forcing NVIDIA to move beyond selling chips into complex financing, infrastructure leasing, and power brokering (via partnerships with Apollo, Blackstone, etc.) to mobilize $500B of third-party capital. 𝐎𝐭𝐡𝐞𝐫 𝐊𝐏𝐈𝐬 𝐄𝐝𝐠𝐞 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $7.2 billion Accelerating sequentially (+13% QoQ) and growing 27% YoY. Strength was driven by Blackwell workstations. However, consumer PC sales were notably tempered by elevated memory and system prices, indicating localized consumer fatigue in an otherwise booming ecosystem. 𝐒𝐡𝐚𝐫𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐑𝐞𝐭𝐮𝐫𝐧𝐬: $26.0 billion NVIDIA returned $26B in Q2 via repurchases and dividends, leaving $99.0B on the authorization. Notably, the total cash returned in Q2 exceeded the company's generated Operating Cash Flow ($24.1B) for the quarter, funded by the prior quarter's cash pile. Total cash and marketable securities remain extremely healthy at $56.6B. 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐐𝟑 𝐅𝐘𝟐𝟕 𝐑𝐞𝐯𝐞𝐧𝐮𝐞: $108.0 billion (+/- 2%) Decelerating YoY growth, but exceptional absolute scaling. Midpoint implies 89% YoY growth (down from 106% in Q2) and 12% QoQ growth. The sequential addition of roughly $11.8B requires flawless supply chain execution, especially considering the guide excludes all Data Center compute revenue from China. 𝐐𝟑 𝐅𝐘𝟐𝟕 𝐆𝐫𝐨𝐬𝐬 𝐌𝐚𝐫𝐠𝐢𝐧: 74.0% (+/- 50 bps) Decelerating. This represents a 100 bps compression from Q2's 75.0%. Margin pressure is likely stemming from the complexity and initial ramp costs of the Vera Rubin architectures and higher memory input costs. 𝐐𝟑 𝐅𝐘𝟐𝟕 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐄𝐱𝐩𝐞𝐧𝐬𝐞𝐬 (𝐍𝐨𝐧-𝐆𝐀𝐀𝐏): ~$9.0 billion Accelerating investment. Implies a 9.3% QoQ increase from Q2's $8.23B, reflecting continued aggressive hiring and infrastructure buildup to support the annual silicon innovation cadence. 𝐊𝐞𝐲 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐑𝐞𝐜𝐞𝐢𝐯𝐚𝐛𝐥𝐞 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 DSO stretched to 60 days this quarter on 'extended payment terms.' Are these extended terms a one-off mechanism to secure massive multi-year orders, or is this a structural shift in how hyperscalers and ACIE customers are funding their CapEx? 𝐎𝐟𝐟-𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭 𝐑𝐢𝐬𝐤 The $105B guarantee for the SB Energy campus is monumental. In a downside scenario where OpenAI or other tenants default, what is NVIDIA's actual cash obligation timeline, and how easily could that compute capacity be reallocated to clear the debt? 𝐆𝐫𝐨𝐬𝐬 𝐌𝐚𝐫𝐠𝐢𝐧 𝐓𝐫𝐚𝐣𝐞𝐜𝐭𝐨𝐫𝐲 With Q3 gross margin guided down to 74.0% and memory procurement commitments tripling, are we seeing the structural peak of margins, or is this simply a temporary headwind from the Vera Rubin early production ramp? 𝐂𝐡𝐢𝐧𝐚 𝐂𝐨𝐧𝐭𝐢𝐧𝐠𝐞𝐧𝐜𝐲 With China assumed at zero for Q3 compute revenue, does NVIDIA foresee a path to monetize the remaining non-restricted intellectual property there, or is the region permanently written down in forward models?

$MNSO Q2 2026 earnings: Growth Slows and Non-Core AI Bets Crush the Bottom Line MINISO delivered a highly complicated and disappointing quarter. While domestic operations showed resilience with 23% revenue growth, the consolidated narrative is overshadowed by a massive RMB 597M mark-to-market loss on a non-core AI investment, pushing the company into a GAAP net loss of RMB 291M. Even stripping out this uncharacteristic style drift, Adjusted Net Profit plunged 24% YoY. The core operational concern is severe margin compression: Selling & Distribution (S&D) expenses skyrocketed 36%, double the 17% top-line growth. Furthermore, the previously high-flying overseas segment hit a wall, growing just 9% as first-half same-store sales turned negative. Full article with charts - link in bio 🐂 𝐁𝐮𝐥𝐥 𝐂𝐚𝐬𝐞 • 𝐃𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 — Chinese Mainland revenue grew 23% YoY to RMB 3.22B in Q2, an acceleration from previous quarters, fueled by mid-single-digit SSSG in H1 and a successful pivot to large-format IP-centric stores. • 𝐒𝐭𝐫𝐨𝐧𝐠 𝐂𝐚𝐬𝐡 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 — Despite the accounting loss, the core business generated RMB 1.11B in operating cash flow in Q2 (2.1x conversion). Management backed this up with a massive HK$2.0B buyback authorization. 🐻 𝐁𝐞𝐚𝐫 𝐂𝐚𝐬𝐞 • 𝐒𝐞𝐯𝐞𝐫𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐃𝐞𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 — S&D expenses are growing significantly faster than revenue as the company aggressive rolls out direct-operated stores. Adjusted operating margin collapsed from 17.2% to 12.6%. • 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐢𝐬𝐚𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐑𝐢𝐬𝐤𝐬 — The RMB 597M loss on an 'early stage strategic pre-IPO investment in the AI industry' raises massive red flags regarding corporate governance, style drift, and capital allocation discipline. ⚖️ 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: 🔴 Bearish. The abrupt deceleration of the overseas growth engine, severe margin compression, and shocking capital misallocation into AI venture investments entirely eclipse the resilient domestic performance. 𝐊𝐞𝐲 𝐓𝐡𝐞𝐦𝐞𝐬 🟢🟢 𝐒𝐭𝐲𝐥𝐞 𝐃𝐫𝐢𝐟𝐭: 𝐑𝐞𝐭𝐚𝐢𝐥𝐞𝐫𝐬 𝐒𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐁𝐞 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐭𝐬 [NEW] The single biggest red flag in this report is the RMB 597.2M unrealized mark-to-market loss from an 'early stage strategic pre-IPO investment in the AI industry'. This entirely wiped out the quarter's operating profit (RMB 118.5M vs RMB 836.2M YoY). Investors buy MINISO for global retail execution and IP monetization, not speculative tech bets. This behavior severely damages management credibility and raises questions about other off-balance sheet exposures. 🟢 𝐌𝐚𝐫𝐠𝐢𝐧 𝐂𝐨𝐥𝐥𝐚𝐩𝐬𝐞 𝐟𝐫𝐨𝐦 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐃𝐞𝐥𝐞𝐯𝐞𝐫𝐚𝐠𝐞 [NEW] Adjusted operating margin dropped sharply to 12.6% from 17.2% a year ago. The culprit is a 35.7% surge in Selling & Distribution (S&D) expenses (excluding SBC), which reached 27.0% of revenue (up 380 bps YoY). Management cited higher depreciation, rental expenses for directly operated stores, payroll, and licensing costs. The rapid shift toward a direct-operated model overseas is currently diluting margins faster than it creates top-line value. 🟢 𝐎𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 𝐄𝐧𝐠𝐢𝐧𝐞 𝐒𝐭𝐚𝐥𝐥𝐬 [NEW] The international expansion thesis took a major hit. Overseas revenue grew just 9.1% YoY in Q2 to RMB 2.11B. This is a dramatic deceleration from the 28-29% growth rates seen in FY25. More alarmingly, H1 same-store GMV for overseas markets saw a low-single-digit decline, indicating that new store openings are masking weak underlying consumer demand across international footprints. ⚪ 𝐏𝐫𝐨𝐩𝐫𝐢𝐞𝐭𝐚𝐫𝐲 𝐈𝐏 '𝐘𝐎𝐘𝐎' 𝐒𝐡𝐨𝐰𝐢𝐧𝐠 𝐑𝐞𝐚𝐥 𝐒𝐜𝐚𝐥𝐞' 𝐒𝐡𝐨𝐰𝐢𝐧𝐠 𝐑𝐞𝐚𝐥 𝐓𝐫𝐚𝐜𝐭𝐢𝐨𝐧 The strategy to transition from licensed global IPs to higher-margin proprietary IPs is showing signs of life. The 'YOYO' IP achieved monthly sales exceeding RMB 100 million in June and July. This validates MINISO's ambition to become a global IP co-creator rather than just a distributor, which could structurally improve gross margins over the long run. ⚪ 𝐂𝐡𝐢𝐧𝐞𝐬𝐞 𝐌𝐚𝐢𝐧𝐥𝐚𝐧𝐝 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐔𝐩𝐠𝐫𝐚𝐝𝐞𝐬 [NEW] While international struggled, Chinese Mainland delivered standout 22.9% revenue growth. This was fueled by a 31% surge in membership (now 130 million) and mid-single-digit SSSG in H1. The pivot to 'MINISO LAND' large-format stores is clearly resonating locally, successfully driving traffic despite a sluggish domestic macroeconomic backdrop. 𝐎𝐭𝐡𝐞𝐫 𝐊𝐏𝐈𝐬 𝐓𝐎𝐏 𝐓𝐎𝐘 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐫𝐨𝐰𝐭𝐡: +16.9% YoY Decelerating aggressively. This segment was previously cited as a hyper-growth engine (growing 111% in 25Q3 and 87% in 25Q2). The sudden drop to 16.9% suggests the trendy toy market in China may be saturating, or the brand is facing increased competitive pressure, complicating the narrative for its planned IPO. 𝐆𝐫𝐨𝐬𝐬 𝐌𝐚𝐫𝐠𝐢𝐧: 45.3% A rare bright spot in the P&L, up from 44.3% in the prior year. However, management noted this included a 1.2% benefit from tariff refunds. Without this one-time benefit, gross margins would have been effectively flat, proving that pricing power is limited. 𝐍𝐞𝐭 𝐂𝐚𝐬𝐡 𝐟𝐫𝐨𝐦 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐀𝐜𝐭𝐢𝐯𝐢𝐭𝐢𝐞𝐬: RMB 1.47 Billion (H1) Up 45.5% YoY. Despite the ugly GAAP net loss caused by the AI investment mark-down, the core retail cash engine remains highly robust. The cash conversion ratio sits at a healthy 1.4 for the half-year, funding aggressive shareholder returns. 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐒𝐡𝐚𝐫𝐞 𝐑𝐞𝐩𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐏𝐫𝐨𝐠𝐫𝐚𝐦: Up to HK$2.0 Billion Management is using the strong balance sheet to aggressively buy back stock, approving a new HK$2.0B program alongside an automatic repurchase plan that operates during blackout periods. This signals immense management confidence that the current equity valuation is disconnected from core cash flows. 𝐓𝐚𝐫𝐢𝐟𝐟 𝐑𝐞𝐟𝐮𝐧𝐝 𝐁𝐞𝐧𝐞𝐟𝐢𝐭𝐬: ~US$4.1 million Management expects further gross margin tailwinds in the coming quarters to the tune of US$4.1 million due to additional tariff refunds. This provides a minor, temporary buffer against ongoing operating expense inflation. 𝐊𝐞𝐲 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐀𝐈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐑𝐚𝐭𝐢𝐨𝐧𝐚𝐥𝐞 What is the strategic rationale for deploying shareholder capital into speculative, pre-IPO AI ventures? Are there any other non-core, off-balance sheet investments or partnerships that investors need to be aware of? 𝐎𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐒𝐒𝐒𝐆 𝐑𝐞𝐯𝐞𝐫𝐬𝐚𝐥 Overseas same-store GMV turned negative in H1. How much of this is driven by macro weakness in specific regions versus cannibalization from your own rapid store expansion? 𝐃𝐢𝐫𝐞𝐜𝐭 𝐒𝐭𝐨𝐫𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐋𝐞𝐯𝐞𝐫𝐚𝐠𝐞 S&D expenses have surged as you pivot to a direct-operated store model overseas. What is the timeline for these new stores to mature and begin generating operating leverage, rather than diluting consolidated margins? 𝐓𝐎𝐏 𝐓𝐎𝐘 𝐃𝐞𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 TOP TOY growth slowed dramatically to 16.9%. Does this alter the timeline or valuation expectations for the planned TOP TOY spin-off and IPO?

@booboohead15 錯了，是美國無產階級的勝利！

@Bitcoinhabebe @KobeissiLetter Communism and this picture

@KobeissiLetter Comrade Trump helped us secure the oil that the bourgeoise used to oppress the proletariats! It’s time the proletariats take back the weapons that the bourgeoise had, that controlled the proletariats!

This oil deal with Venezuela is absolutely insane. President Trump just announced that the US has reached a deal to secure "majority control" of over 65 billion barrels of Venezuelan oil reserves. Furthermore, the US currently has ~46 billion barrels of proven crude oil reserves. Combined with the 65 billion barrels covered by this agreement, the US would have domestic reserves plus control over ~111 billion barrels of oil. To put this into perspective, the entire world has roughly 1.57 TRILLION barrels of proven crude oil reserves. In other words, the US is set to control ~7.1% of all proven oil reserves in the world under this new agreement with Venezuela. At ~111 billion barrels, the US would be almost exactly in-line with the United Arab Emirates, which has 113 billion barrels of proven crude reserves, and it would exceed Kuwait's 102 billion barrels. Assuming the agreement is structured as outlined in President Trump’s announcement, the implications for global energy markets will be enormous. We will publish more in-depth analysis soon.

BREAKING: Look at this. On April 7, the same day Trump announced a ceasefire in the Iran war. His investment accounts, ON THAT SAME DAY, sold $1 million of ExxonMobil, $XOM. XOM closed at $163.91 that day, then opened 6.5% lower at $153.52 the following morning. Unusual

@KELMAND1 中華民國本來就是美國的atm 況且美國防衛公司不能像蘋果公司在大陸賺錢，只好去台灣 不是壞事啊。鄧小平也準許美國軍售。

@SenRickScott What you say….

@WatcherGuru It’s time China bring communism into America! Long live communism! Comrade Trump will lead us to another victory against the bourgeoise Federal Reserve!