Investors expect perfect growth forever and punish any miss. Retail feels real pain from tired consumers. Levi shows the warning signs for whole sector. More misses coming as spending tightens. Market punishes any slowdown even when numbers look okay.
Shares drop almost 5 percent after report.
Company beats analyst earnings estimates.
Full year guidance raised but market stays unhappy.
Q3 revenue growth forecast lands at 4 to 5 percent.
Previous quarter growth reached 8 percent.
(Shadow Stats would put the real CPI at about twice the 4% Fed number meaning the real economy is contracting.)
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"The opinion of 10,000 men is of no value if none of them know anything about the subject." -- Marcus Aurelius
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AI's $11 trillion compute boom may leave Wall Street holding a $7 trillion debt market
The AI race is becoming too expensive to look like normal tech spending. The next phase is being built with GPUs, networking, storage, CPUs, data centers, power, cooling, land, construction contracts and long-term energy deals, which is why the numbers now look closer to global infrastructure finance than a typical Silicon Valley product cycle.
SemiAnalysis estimates that cumulative AI capital spending from 2024 to 2029 could reach about $11.1 trillion.
The same report projects about $7.1 trillion of AI-related debt outstanding by 2029, which means the industry may increasingly depend on lenders and infrastructure investors to keep the compute race moving.
https://mixed-news.com/en/ais-11-trillion-compute-boom-may-leave-wall-street-holding-a-7-trillion-debt-market/
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Yes, Israel is widely believed to possess neutron bombs.
While Israel maintains a policy of nuclear opacity and has never officially confirmed its nuclear arsenal, multiple sources indicate it has developed and mass-produced Enhanced Radiation Weapons (ERWs), commonly known as neutron bombs. According to whistleblower Mordechai Vanunu and various intelligence assessments, Israel was mass-producing these warheads by 1984.
Key details regarding Israel's neutron bomb capabilities include:
Development: Israel is reported to have developed neutron bomb warheads and nuclear artillery rounds to maximize lethal radiation while minimizing blast effects and long-term fallout.
Stockpile: Estimates of Israel's total nuclear stockpile range from 90 to 400 warheads, with a significant portion potentially comprising neutron bombs and thermonuclear weapons.
Delivery Systems: These weapons are believed to be deliverable via Israel's nuclear triad, including Jericho ballistic missiles, F-15 and F-16 fighter jets, and Dolphin-class submarines equipped with Popeye Turbo cruise missiles.
Policy: Israel interprets its pledge not to be the first to "introduce" nuclear weapons in the Middle East as a commitment not to test or formally acknowledge its arsenal, allowing it to maintain these capabilities in secret.
(Israel sold Sam Cohen's Neutron bomb to China.)
The above is from my Brave browser AI Leo.)
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Toxic items I would never touch at Target as an Environmental Scientist.
Joe Rogan Shocked By Florida Police
NASCAR X-Rayed This Car at a Hospital — and Still Couldn't Stop It
In February 1963, Chevrolet had officially quit racing — so nobody expected Junior Johnson's black-and-gold Impala to matter at Daytona. Then it fired up, and the sound was wrong. Smoother. Hungrier. Smokey Yunick, a high school dropout with a die grinder and a cigar, had reshaped the air itself — intake runners tuned to ram extra power in at the exact RPM Junior raced. The result: 548 horsepower in 1963, more power-per-inch than a modern Hellcat. Junior qualified four miles an hour faster than the best Ford, and NASCAR rewrote the rulebook to kill it.
One man. One idea. They never let it happen again.
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WE FINALLY HAVE THE EVIDENCE! After Examining Over 155,000 Absentee Envelopes…We’ve Discovered Over 26,000 Absentee Ballots Were Unlawfully Counted In Detroit’s 2020 Election
https://www.thegatewaypundit.com/2026/07/we-finally-have-evidence-after-examining-155000-absentee/
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Israeli Civilian volunteer Had my radio equipment not been confiscated from me 6 months earlier, I could have heard Hamas on October 7 and warned IDF
Hayoun said that in April 2023, about six months before the October 7 attack, his monitoring equipment was confiscated by the Israeli government.
According to him, Israeli security officials acknowledged at the time that while the intelligence he provided was ‘unique’ and ‘delivered in real time’, nevertheless, decided to end his activities without giving any explanation as to why his radio equipment was being taken.
https://theuglytruth.xyz/israeli-civilian-volunteer-says-had-my-radio-equipment-not-been-confiscated-from-me-6-months-earlier-i-could-have-heard-hamas-on-october-7-and-warned-idf/
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