u/Ubersicka

On February 11, 2025, Ursula von der Leyen said in an official statement:

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Now the EU has introduced a €3 customs handling fee on low-value e-commerce parcels (such as items from Temu and other Chinese online retailers).

Isn't that the same type of policy she criticized when the U.S. imposed tariffs?

Supporters argue the new EU measure is about protecting European retailers and improving product safety, while critics say consumers will simply end up paying more.

What do you think? Is this hypocrisy, or are these two situations fundamentally different?

The FIFA Disciplinary Committee has suspended the red card issued to the USA striker during their Round of 32 win over Bosnia and Herzeg

Analysts have found that DOGE actually increased the deficit.

Source: https://www.politico.com/news/2026/07/04/doge-july-4-white-house-end-00983651

August 2025: Analysts expected Micron to generate $50B in 2027 revenue.
June 2026: Analysts expect Micron to generate $235B in 2027 revenue.

"Have a Diet Coke like me, and you're going to see a remarkable difference in your life"

$KO has gained over ~$3.5B market cap since

IREN Limited (NASDAQ: IREN)-formerly known as Iris Energy-reveals a highly dynamic, aggressive business in the midst of a massive structural pivot. Originally built strictly as a Bitcoin miner, IREN has rapidly expanded into AI cloud infrastructure and high-performance computing (HPC) data centers.

Evaluation Criteria	Criteria Meaning	IREN Status / Metric	Interpretation (Good or Bad)
Top-Line Growth (5Y Revenue CAGR)	Measures the compound annual rate at which a company expands its total sales. High rates prove the market demand is scaling rapidly.	>150% (Surged from $7.8M in 2021 to an annualized run-rate over $750M in 2026)	Excellent (Good): Explosive top-line expansion fueled by scaling its Bitcoin mining fleet and a massive 839% YoY surge in AI cloud services.
Shareholder Yield (5Y Share Count Trend)	Tracks whether a company is buying back shares (good) or issuing new shares (dilution, bad) to fund its operations.	Heavy Dilution (Shares outstanding exploded from ~53M in 2021 to over 330M-350M by 2026)	Bad (but necessary): Severe share dilution. IREN relies on At-The-Market (ATM) stock offerings to buy expensive NVIDIA GPUs and secure power infrastructure.
Efficiency (ROIC & Net Profit Margin)	ROIC: How effectively a company allocates capital to generate profits. Net Margin: The percentage of revenue left as net income.	ROIC: ~3% to 4% Net Margin: ~10% to 17% (Highly volatile quarter-to-quarter)	Mediocre to Weak: Massive upfront capital expenditures (building data centers) penalize short-term ROIC. Margins fluctuate wildly based on Bitcoin's price and electricity costs.
Valuation (PEG & FCF Yield %)	PEG: Price-to-Earnings divided by growth rate (<1 is cheap). FCF Yield: Free Cash Flow per share divided by stock price.	PEG Ratio: ~4.05 FCF Yield: Negative (Burning heavy cash on CapEx)	Bad / Highly Speculative: A high PEG indicates the current growth is heavily priced-in. The negative FCF yield reflects a business spending billions on physical infrastructure rather than generating immediate cash.
Solvency (Interest Coverage & Credit Rating)	Interest Coverage: Ability to pay interest on debt. Credit Rating: S&P rating evaluating default risk.	Interest Coverage: Moderate/N/A Credit Rating: Unrated / Low Tier	Speculative: IREN avoids heavy traditional debt in favor of equity dilution. However, they recently secured an $800MW power connection and have rising equipment liabilities.
Dividend Quality (Payout Ratio, 5Y Growth, Consecutive Years)	Checks the sustainability, growth history, and reliable track record of cash dividends paid out to equity holders.	No Dividend Paid (0.00%) Payout Ratio: 0% Growth / Record: 0 Years	Bad for Income / Normal for Growth: IREN does not pay a dividend. Every dollar must be reinvested into data center builds and GPU clusters.
10Y Forecast (Projected Yield in 10 Years)	Estimates the future dividend yield based on current price if historic dividend growth continues.	0.00%	N/A: As a high-growth tech infrastructure play, IREN will likely not pay a dividend for the foreseeable future.
Moat & Risk (Competitive Advantage vs. 20Y Bear Case)	Moat: Core structural advantage protecting market share. Bear Case: The ultimate threat to survival.	Moat: Monolithic power pipeline (~5GW secured) and a strategic $3.4B multi-year NVIDIA cloud deal. Bear Case Risk: AI hardware oversupply/commodity crunch, or crushing Bitcoin halving economics.	High Risk / High Reward: Their moat is physical power access—which is incredibly scarce. The biggest 20-year risk is that AI cloud computing becomes an oversupplied commodity with razor-thin margins.

It is a highly speculative, hyper-growth infrastructure vehicle. If their massive gamble on AI data center deployments pays off through their Nvidia partnerships, the top-line growth could eventually justify the heavy dilution shareholders are suffering today.

>This is not financial advice.

Wizz Air has launched WIZZ Holidays, a new artificial intelligence-powered travel platform that combines flights, accommodation, ground transfers and multi-city itineraries in a single booking process.

Among the platform’s key features is an AI-powered keyword search function, allowing users to search using general travel ideas rather than specific destinations. Travelers can enter terms such as “Canary Islands,” “Italy,” “Egypt” or “skiing,” and receive personalized recommendations based on their travel budget and preferred dates.

“The Wizz Holidays platform offers a smarter way to travel, making trip planning simpler and more flexible. Through our ‘Unpackage Yourself’ message, we encourage our passengers to discover our competitive prices and the opportunities offered by multi-city travel,” said Silvia Mosquera, chief commercial officer of Wizz Air.

Source: Wizz Air Launches AI-powered Wizz Holidays Travel Platform - Budapest Business Journal

Here is the ultra-short value case:

Valuation: Trading at a forward P/E of just ~7.3x, giving it a forward PEG under 1.0 (0.7–0.9). It is heavily mispriced.

Dividend: A safe ~4.7% yield backed by $18B+ in Free Cash Flow. The FCF payout ratio is an incredibly secure ~35% to 40%.

Margins: Adjusted EBITDA margins are a rock-solid ~40% with a healthy interest coverage ratio.

The Moat: High barriers to entry. They own the core fiber and 5G infrastructure that society depends on as a daily utility.

You are buying a bulletproof, high-yield cash cow at a steep discount while management quietly clears the legacy debt.

Thoughts? Are you buying or passing?

Honestly, what do you think about Trump? And who do you think will be the new president in 2028?

"I think the jobs will be greater, prosperity will be stronger." 💪

"We are in the first or second inning of this revolution."

Have a great day, everyone!

$META has gained ~$119,000,000,000 market cap on opening today

Nike (NYSE: NKE) reported fourth quarter EPS of $0.20, $0.08 better than the analyst estimate of $0.12. Revenue for the quarter came in at $11B versus the consensus estimate of $10.85B.

Source: investing.com

Not bad for company that have been hated so much, isn’t it?

The two companies will combine Nvidia’s Nemotron open models with Palantir’s software to let agencies train and deploy AI in secure, air-gapped environments.

Insider buying often attracts attention because executives and insiders usually know their company's situation better than outside investors.