capyburger.bsky.social
@capyburger.bsky.social
Reposted
2/2 To placate Orange Archie Bunker, you might see Cook say he's going to invest in one or more "assembly plants". Maybe get some of those Medicaid deadbeat lazy poors to work there to get their meds and treatments.
May 23, 2025 at 2:05 PM
Reposted
Not even that. The whole reason Apple is throwing shade is because the case where the exec testified is about the DOJ trying to cancel a 100% gross margin $20B per year payment from $GOOG to Apple. At 15x that’s $300B value to Apple. Of course they will overstate the threats to $GOOG.
May 8, 2025 at 2:40 PM
Reposted
Announced massive new long term fiscal expansion (for defence and infrastructure). Going to need to sell a lot of bunds and will be an inflationary impulse. All needed though.
March 6, 2025 at 10:39 AM