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BUY
The SaaS Apocalypse: The Absurdity of the "SaaS Doomsday" Narrative Buy $MSFT $NOW $CRM $SAP $TEAM $WDAY When the Market Is Most Afraid
> # 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, …
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BUY
NVIDIA just had its best quarter ever. Here's why the stock doesn't care.
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% …
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POST
The doomsday argument - are we right on this?
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 …
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POST
AI Token Prices Keep Falling.
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 …
BUY
$RVSN - Rail Vision, on track when none of you are looking. The definitive deal with Berkshire Hathaways Railserve.
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 …
BUY
Time to buy NOC?
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 …