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META Lost $119 Billion in a Day
Structural bearish pressure is building up; two verdicts confirm the product defect legal theory and now we have a replicable pattern for the thousands of pending cases. The risk of litigation is no longer...
Meta Analysis: Not Addiction
The lawsuit against Meta in California is a battle over semantics, design, and liability. Inside the company, employees have used technical language, even comparing their app to a drug to describe how...
From ChatGPT to the Department of War
This situation is a classic example of corporate chess. By early 2026, OpenAI was in trouble. They were spending $17 billion a year more than they were making. Regular people weren't signing up for ChatGPT...
NVIDIA $117 Billion Trap
Behind Nvidia record breaking revenue there is a catastrophic threat. There is a dangerous dependence on the supply chain (annual report): purchase obligations to partners have risen nearly six times in...
Private Market in 2026: Blue Owl Capital
In the past few months Blue Owl Capital stock prices fell impressively - 40%. Blue Owl is dealing with big issues - they had to stop letting investors take their money out, a merger that fell apart, and...
Why FedEx is Suing US Government
On the surface FedEx’s recent lawsuit against the U.S. government appears to be a crusade for corporate fairness and tax justice. And yet a deeper analysis looks like legal maneuvers, far more pragmatic...
Jamie Dimon: The Cockroach Theory
JPMorgan Chase CEO Jamie Dimon is seeing cockroaches in the financial system, and as we know they don't come alone, so buckle up. In a recent address to investors, Dimon drew a direct parallel between...
TikTok is Being Gutted for AI Data and Advertisers
TikTok is no longer the company it once was. From a creator centric social hub it turned into a data collecting and selling operation. New owners are making money on frankly brokering off data. On January...
Paramount Skydance is After CNN
Paramount Skydance is going after Warner Bros. Discovery. They’ve filed a lawsuit in Delaware and are getting ready to challenge the company’s leadership in a shareholder vote. Shall we? The Lawsuit...
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