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US Navy begins blockade of all Iranian ports
“The US Central Command says it will begin a blockade of all Iranian ports and coastal areas starting in six hours. President Trump ordered the blockade after peace talks collapsed this weekend in Pakistan.”
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Strait of Hormuz traffic collapses amid energy crisis
“Iran effectively closed down the Strait Of Hormuz, this, 21 mile wide waterway, and very few ships have been going in or out of the Gulf in recent weeks. It was more than a 100 ships a day before the war. Now it's just a handful.”
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Israel creates buffer zone inside Southern Lebanon territory
“Israeli air strikes hit the Mediterranean resort city of Tyre and border villages Israel says it's seizing from Lebanon to create what it calls a buffer zone where Hezbollah can't fire rockets. The Lebanese Red Cross says one of its ambulance teams was directly targeted by an Israeli drone, killing one paramedic and wounding another.”
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Surging oil prices trigger bank earnings volatility concerns
“Goldman Sachs, JPMorgan Chase, and other big banks will report results from the last three months, giving investors a window into the economic fallout from the war in Iran and the resulting energy crisis. Surging oil prices have pushed up costs for both companies and consumers, and banks like JPMorgan do business with both.”
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Synthetic chemicals increase toxicity of US drug supply
“Once a month or once every other month, we're encountering something that we we've never seen before, and we haven't seen indications of it being seen in The United States before either.”
TRACK EARNINGS
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“I think one of the question marks I have with Shopify, it's not really specific to their business, but we just hear more and more talk about this agentic commerce, right? And exactly what that means. And so I think we're going to see how that opportunity and agentic commerce shapes up over the coming quarters and years. They certainly discussed their AI investments on the call. They're very excited with the opportunities, the efficiencies, helping their merchants run better businesses.”
- •
US Navy begins blockade of all Iranian ports
“The US Central Command says it will begin a blockade of all Iranian ports and coastal areas starting in six hours. President Trump ordered the blockade after peace talks collapsed this weekend in Pakistan.”
- •
Strait of Hormuz traffic collapses amid energy crisis
“Iran effectively closed down the Strait Of Hormuz, this, 21 mile wide waterway, and very few ships have been going in or out of the Gulf in recent weeks. It was more than a 100 ships a day before the war. Now it's just a handful.”
- •
Israel creates buffer zone inside Southern Lebanon territory
“Israeli air strikes hit the Mediterranean resort city of Tyre and border villages Israel says it's seizing from Lebanon to create what it calls a buffer zone where Hezbollah can't fire rockets. The Lebanese Red Cross says one of its ambulance teams was directly targeted by an Israeli drone, killing one paramedic and wounding another.”
- •
Surging oil prices trigger bank earnings volatility concerns
“Goldman Sachs, JPMorgan Chase, and other big banks will report results from the last three months, giving investors a window into the economic fallout from the war in Iran and the resulting energy crisis. Surging oil prices have pushed up costs for both companies and consumers, and banks like JPMorgan do business with both.”
- •
Synthetic chemicals increase toxicity of US drug supply
“Once a month or once every other month, we're encountering something that we we've never seen before, and we haven't seen indications of it being seen in The United States before either.”
- •
Cloudflare enterprise sales cycles have finally shortened
“The language we had been talking, we've been using over the last couple of years with Cloudflare, and with a number of enterprise software type companies, the elongated sales cycle, sort of the trepidation of their customers to commit to spending, those days seemed to be well past us. It was another very solid report. They grew revenue 34% for the quarter, well exceeding their own guidance, guiding for another tremendous year, 28% revenue growth.”
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Airbnb is transitioning into a mature lodging business
“Increasingly, when I look at Airbnb, I see Marriott. I see a mature lodging business, asset light, that can outperform but is not going to be a high-growth stock. I've kind of given up on experiences as kind of a new rocket ship. I think now we're just kind of waking up to this is more of a lodging company than it is a tech company, maybe?”
- •
Shopify pivots toward AI-driven agentic commerce
“I think one of the question marks I have with Shopify, it's not really specific to their business, but we just hear more and more talk about this agentic commerce, right? And exactly what that means. And so I think we're going to see how that opportunity and agentic commerce shapes up over the coming quarters and years. They certainly discussed their AI investments on the call. They're very excited with the opportunities, the efficiencies, helping their merchants run better businesses.”
- •
Ferrari projects minimal revenue growth for 2026
“They're only guiding for minimal revenue growth in 2026, under 5%, no margin expansion. This, they say, is temporary. They're doing model changeovers, but look, the Ferrari model is you got a huge waiting list. Just sell the cars, just jack up prices. I don't get why it's working. I think I still like this company, but it's still trading at more than 30 times expected earnings.”
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Spotify exhibits significant pricing power and margin expansion
“I saw operating margin for the quarter 15.5%. That's versus 11.2% a year ago. And so I think we had some questions really early on in the Spotify story as to exactly how quickly they could get to profitability and how profitable the company could be given the nature of the relationships with publishers and just the music business in general. You know, Travis, I just realized they passed a $2 price increase on the family plan... I'm happily, happily paying.”
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