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DOT terminates $4B for California bullet train. 16 years, $15B spent, no track laid. Rail stocks exposed.

July 16, 2025 9:21 pm

The Department of Transportation just pulled the plug on $4 billion in federal funding for California’s high-speed rail project. The decision came after a 300-page compliance review concluded the California High-Speed Rail Authority failed to meet its obligations under the … Read more

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Basel rules hit banks with 25% capital hike. Fed activates countercyclical buffer. Stress tests now averaged over two years.

July 15, 2025 2:09 pmJuly 12, 2025 8:55 pm

The banking rulebook is getting rewritten, and most people haven’t noticed. On July 1, 2025, the Federal Reserve, FDIC, and OCC began implementing the final phase of Basel III reforms. These changes target banks with over $100 billion in assets … Read more

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CoreWeave inflates valuation by extending GPU lifespan to 6 years despite NVIDIA’s faster product cycle and real-world depreciation limits

July 15, 2025 2:48 pmJuly 7, 2025 2:01 am

CoreWeave and Nebius are both in the same business. They rent out high-performance GPUs to companies training AI models. Same chips. Same racks. Same revenue model. But when it comes to accounting, they live in different worlds. CoreWeave is sitting … Read more

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Who has the biggest potential and most realistic profit growth over five years

July 15, 2025 2:48 pmJuly 4, 2025 1:06 am

Palantir leads the pack with a projected 710% profit growth over the next five years. Their Q1 2025 revenue jumped 39%. U.S. commercial sales soared 71%. Operating margin hit 34%, with guidance aiming for $3.9 billion in full-year revenue. That … Read more

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