Source material behind every call on the tape.
Three companies just told the exact same story from three different seats. IBM fell by 25% saying its customers are diverting budgets to AI infrastructure mid-quarter. ASML raised forecast and committed to expanding capacity 30% because of what's flowing in. …
If you're a Microsoft, Amazon or Alphabet stock investor there's some very encouraging results from Bernstein’s mid-year CIO survey, before the latest quarter results reporting in the next few weeks from these companies. \* strong IT budget growth in 2026, …
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**I wrote the following less than a month ago, and since then McKesson has powered on and is up almost 10%.** I thought it would be good to revisit it. I wanted to share a quick fundamental thesis on McKesson …
greetings, my family member and i received an inherited IRA from our father when he passed away, split evenly between us. we were told by fidelity that we have a COMBINED amount that we have to take for an RMD …
My career background is in finance/fintech and I've often invested into concentrated value stocks that have served me well, but I felt like I didnt have enough time to do the process as I would like. With the advent of …
Ok, obviously this week has been "fun"/chaotic or even a bit of a bloodbath. Also, Im sure everyone sees those what's one stock that's... posts that are annoying. I wanted to ask, purely as a thought exercise, let's say hypothetically, …