Source material behind every call on the tape.
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …
The short answer: **everyone who can buy it already owns it,** and the revenue lines that would force a model revision haven't printed in a quarterly filing yet. The long answer: On May 20, NVIDIA reported $81.6B revenue, up 85% …
First of all, I would like to clarify that I believe in long-term buy and hold (broad etfs, good stocks, etc.), and it's probably one of the best strategies. I am also not a doomsday person, prepper, or anything like …
Saw this chart from Bloomberg/UBS and thought it was worth sharing. The orange line tracks AI token pricing. The black line tracks a basket of AI hyperscaler stocks. Token prices have been trending lower while many AI-related stocks remain near …
Lets go back to 2024, and the wording about their first deal with Railserve, part of Marmon Rail, a Berkshire Hathaway company: "-The contract also includes specific purchase quotas that, if met, provide the customer with exclusivity in the North …
Hey everyone. NOC is an aero-defence company that has a total monopoly over the US nuclear triad. It's slightly undervalued now; isn't it time to consider this stock for value investing? Haven't seen many posts about this stock. What are …