Equities

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
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Eliazar Marchenko

Sep 10, 2025

As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
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Eliazar Marchenko

Sep 9, 2025

Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.

Beijing’s Property Gamble: What Investors Are Really Betting On
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Eliazar Marchenko

Aug 31, 2025

Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.

The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
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Eliazar Marchenko

Aug 11, 2025

The United States has just converted a national security tool into a revenue stream, forcing Nvidia and AMD to surrender 15% of their China chip sales to Washington. What began as a semiconductor export control is now a blueprint for governments to claim stakes in private companies’ earnings.

Jensen Huang’s Cash-Out: Nvidia’s Insider Exodus
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Eliazar Marchenko

Jul 27, 2025

Three perfectly timed 75 K share blocks. $13 million pocketed before lunch. Add it to the $2 billion that Nvidia insiders have dumped since 2020, while retail investors continue to bid the stock to new highs.

Meta just stole one of the brains that built ChatGPT
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Eliazar Marchenko

Jul 26, 2025

ChatGPT’s co-creator just shredded his OpenAI badge and walked straight into Zuckerberg’s $65 billion Super-intelligence Lab. This isn’t a hire—it’s a hostile takeover of brains.

Tesla’s Growth Gear Slips: Revenue Down 12 % as the EV Boom Hits Brakes
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Eliazar Marchenko

Jul 24, 2025

Tesla just posted its sharpest quarterly revenue drop in more than a decade—12 % year-on-year—and warned of “rough quarters” ahead.

How Wall Street Quietly Preps for the AI Credit Boom
How Wall Street Quietly Preps for the AI Credit Boom
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Eliazar Marchenko

Jul 14, 2025

While everyone piles into AI stocks, the big banks are sandbagging earnings and loading their loan books for the windfall that comes when millions need credit to survive automation.

Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
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Eliazar Marchenko

Jul 13, 2025

With six S&P sectors poised for profit declines and forward P/Es near 22×, this earnings season could be the pin that finally tests the market’s helium balloon.

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