Source material behind every call on the tape.
I have a bad habit of digressing. I think it'll take several posts to put down all the thoughts in my head right now. So I'll try my best to contain myself in this post. Check out my post history …
Hear me out. Everyone is chasing the obvious AI plays like chips, cooling, and the hyperscalers themselves, but the biggest bottleneck right now is not compute. It is actual electricity. Data center power demand is going parabolic, the grid literally …
I was heavily invested at Intel at $20/$30 when everyone said it was a dying company, and make a very good profit. Now I believe Intel is highly risky at these prices, so looking at my next investment. I have …
I just read an article from the WSJ that in Asia from cab drivers to everyday investors people are pouring a lot into AI-related stocks these days. The most notable ones are companies like TSMC, SK Hynix, and Samsung. The …
They have the talent, legacy IP and now AI has come along and made creating software very cheap. Not to mention the scarcity value of being one of the few publicly traded gaming companies. GTA VI should be the most …
The title pretty much sums it up. I’m 17, soon to be 18. Over the last year I’ve put around $30k into traditional stock investments from an online venture I lead. All things considered, it’s been an exciting learning experience …
Alright people, we do with SaaS related questions. Would you buy $NOW now? Is $MSFT cheap? What is the future of $META from here? Want to do true value investing, let us roll up our sleeves and get to work.. …
Not often that I get to break a paired move confirmation I can't find in analyst or media coverage, so today is just so sweet! Let me know if I missed some coverage of this anywhere else. M3ter's own blog …
Goldman Sachs downgraded Intuit stock to a "sell" (as usual, after it became clear that the stock was at a multi-year low and heading lower) due to the perceived AI impact on TurboTax. I wanted to understand if this was …