Source material behind every call on the tape.
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The market calling Microsoft at 39x FCF expensive reminds me of Amazon. For two decades Amazon looked expensive on FCF while it poured money into data centers and logistics. The same overreaction looks like it is hitting Microsoft now: its …
Been hearing about how the S&P is being carried by the mag 7 and without those, its performance would be pretty meh. (this may have lessened this year but more of a conceptual question anyway) Just wondering if there is …
https://qz.com/trump-axon-stock-ice-taser-contract-062926 > Federal disclosures show that on Feb. 10, President Donald Trump made an Axon Enterprise stock purchase valued at between $1 million and $5 million. That was roughly two weeks before U.S. Immigration and Customs Enforcement moved to solicit …
The old junior mining trade was mostly “find a drill hole.” The new trade is starting to look more like “secure supply.” Canada’s latest critical-minerals push is a good example. The government says the Critical Minerals Production Alliance helped unlock …
I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, Broadcom, Micron, names like that. This …
FORTINET\*\*\*\* autocorrect omg So this is for my personal brokerage, I have separate retirement accounts. I own 10 stocks of PANW and 10 of Fortinet. I am current up 70% for PANW (cost basis $183) and 62 for fortinet ($97). …