1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook
The European Union was built on a visionary premise: a single market where people, goods, and capital flow freely, bolstered by the Euro as a common currency. At its core, the EU aimed to foster an integrated economic system where a Polish engineer could seamlessly work in France or a Spanish designer could collaborate in … Continue reading The Economics of Immigration in the EU: When Policy Intent Meets Real-World Outcomes
I have always felt that Europe’s debates on immigration are monopolized by “political correctness” and “humanitarian rhetoric.” Officials constantly tell us: immigration is not cheap labor, it exists because we need diversity, because Europe has historical responsibilities; or, because the pressure of aging societies is so severe that without immigration, the system would collapse. On … Continue reading Immigration Policy: An Economic Necessity or a Hidden Self-Tax?
The Numbers I Saw and What They Mean This is Circle’s very first earnings report as a public company, and I have to say, a few numbers immediately grabbed my attention. USDC circulation at the end of Q2 2025 hit $61.3 billion, up a staggering 90% year over year. Growth of that magnitude in the … Continue reading My Observations and Thoughts on Circle’s First Earnings Report After IPO
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