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Habt Ihr Euch mal den Kurs von Lang & Schwarz angeschaut? Seitdem Trade Republic letzten Donnerstag verkündet hat, den Handel nicht mehr exklusiv über die LS Exchange von Lang & Schwarz abzuwickeln, sollen die Umsätze an dem Marktplatz eingebrochen sein
Outperformance retweeted
When you see a stock like $MU add $140 billion in market cap in one day:
It’s important to know this doesn’t represent $140 billion coming from somewhere else and “flowing into” micron
This just means sellers are just unwilling to sell unless they can get a higher price per share, and buyers are willing to pay the higher price
For example, the stock could theoretically add a trillion in mcap simply because the next share trades at $1,900 - due to the next seller in line being unwilling to sell below that, and the next buyer in line willing to buy at that
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Watching Micron go from $80 billion to a trillion dollar market cap within the span of a year
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You can't make this up:
On May 22nd, ahead of the market's 3-day closure, President Trump said "Micron is great" and that the company could invest "over $100 billion" in New York.
Today, as markets reopened, Micron's stock, $MU, surged +19%, adding +$150 BILLION in market cap in 1 day.
In just 12 months, the stock's value has gone from $70 billion to a record $1 trillion, adding +$930 billion.
Truly unprecedented.
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“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”
— Stanley Druckenmiller.
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BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.
12 months ago, this stock was worth just $70 billion.
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stole this from Oxford Economics. EM is getting shellacked when you remove TSMC, Samsung and SK Hynix.
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OpenAI is a $730 billion company doing what every $730 billion company eventually does: abandoning the product that made it famous to protect the product that actually makes money.
The numbers explain the timing. OpenAI generated $13.1 billion in revenue last year and burned through $8 billion doing it. Internal projections show $14 billion in losses for 2026 alone, with cumulative losses reaching $143 billion by 2029. Amazon burned $3 billion before turning profitable. Uber burned $31 billion. OpenAI is projecting nearly 5x Uber’s hole, and the company expects to still be filling it three years from now.
ChatGPT’s web traffic share dropped from 86.7% to 64.5% in twelve months. Google Gemini went from 5.7% to 21.5% over the same period. The consumer AI chatbot race is commoditizing in real time while the costs to compete in it keep climbing.
Meanwhile, Codex crossed 1.5 million weekly active users with 20x growth since August 2025. Enterprise seats grew 9x year over year. 92% of Fortune 500 companies are using ChatGPT products. Revenue per user in enterprise dwarfs consumer subscriptions, and switching costs are orders of magnitude higher.
Fidji Simo ran Instacart. She knows the playbook: when unit economics break down in consumer, you pivot to the customers who pay real money and can’t easily leave. Coding agents and enterprise API are that business. Sora and robotics and whatever else falls under “side projects” are capital incinerators with no clear revenue timeline.
The $280 billion revenue target by 2030 requires roughly 2.3x growth this year, 2x in 2027, and 1.6x in 2028. That kind of compounding from a $25 billion ARR base only works if OpenAI owns the infrastructure layer for enterprise AI workflows. Consumer chatbots at $8 and $20 a month do not get you there. Codex at usage-based pricing against every Fortune 500 engineering team might.
DeepSeek matches GPT-5 level performance at 1/10th to 1/30th the cost. The consumer floor is falling. The only defensible position left is deep enterprise integration where switching costs, not model quality, keep customers locked in.
The mission was AGI for humanity. The strategy is Codex for Fortune 500. Those are different companies.
Exclusive: OpenAI’s top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users on.wsj.com/3N6CFyr
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Every public company on the stock market, Apple, Tesla, Walmart, all of them is currently required by law to report their finances every 3 months.
Four times a year, they have to open the books and show investors exactly how much money came in, how much went out, and what they think is coming next.
This rule has been standard practice since 1970.
The SEC just announced they're drafting a proposal that would kill that quarterly requirement.
Instead of 4 reports a year, companies would have the choice to file just twice.
The proposal could be published as soon as next month, and it's being pushed directly by Trump and his SEC Chair, Paul Atkins.
The core argument behind this change is a concept called short-termism.
Basically, when executives know they have to report every 90 days, they start making decisions designed to look good on the next report rather than building something great over the next decade.
Trump's framing of it is that China plans 50-100 years ahead, while American CEOs are managing quarter to quarter.
On top of that, putting together one of these reports can cost a company anywhere from $50,000 to over $1 million and takes around 180 hours of work per filing.
Cut reporting in half, and you cut that burden in half too.
The people against this change have one main word, transparency.
Quarterly filings are one of the most reliable ways fraud and financial trouble gets caught early, investors comb through the numbers every 3 months and spot when things don't add up.
Go to 6 month gaps, and a company could be quietly falling apart for half a year before the public ever knows.
Regular retail investors get hurt the most here, big institutions have private lines to management, everyday investors don't.
There's also a serious insider trading concern, executives would sit on non-public financial information for much longer windows before disclosing it.
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Meta will pay as much as $27 billion over the next five years for access to cutting-edge AI infrastructure from cloud provider Nebius Group as it spends aggressively to compete with the industry’s top frontier models bloomberg.com/news/articles/…
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Exclusive: The SEC is preparing a proposal to eliminate a requirement for companies to report earnings every quarter. on.wsj.com/3NsFlXd
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Notgroschen, Steuerrückstellung, Cash-Quote im Depot: Es gibt gute Gründe, warum man nicht voll in Aktien, ETFs & Co. investiert sein kann/darf/will. Und genau dafür haben wir bei @ScalableCapDACH jetzt auch ein #Tagesgeld-Konto.
➡️ de.scalable.capital/tagesgel…
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2. Robinhood Gold Subscribers (Quarterly)
Gold subscribers grew 62% year-over-year to 4.2M in Q4 '25, up from 2.6M in Q4 '24. This is Robinhood's recurring revenue engine. The staircase pattern here has not missed a single quarter.
