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POST
Whats an exit strategy?
Half cash, half stock. All Margin.
POST
Meta is not getting AI right
[https://imgur.com/a/0eWPf60](https://imgur.com/a/0eWPf60) This morning, while opening WhatsApp on my Mac, the app updated and restarted, ask me to scan the QR code with phone to log in. For no clear reason, the computer app gets flagged as spamming. I haven't used …
BUY
Comcast - NBCUniversal Auction, Not Spinoff, a la WBD
Big new by Comcast today, but I think something will happen sooner. Look at WBD. * June 2025: WBD announces its split into Streaming & Studios and Global Networks. The company was trading around $9.50-10/share. * December 2025: Netflix offers …
BUY
$CXAI DD: The Market Is Waiting for Proof
It's been a frustrating couple of weeks, CXAI believers. Many of us expected more (I know I have) after the EngineRoom acquisition, the CXAI 2.0 launch, and continued momentum in enterprise AI. Instead, the stock has drifted lower, volume has …
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Moat of the NOW, SAP, VEEV.
I don't know why people hyping Servicenow so much over ledger systems like SAP and Veev. Is it orchestrated or just a following ship? I know NOW handles and tracks whole internal operations of the company over digital blueprint but …
POST
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The story of MACKE
MACKE was unlike any other creature in the sea. While others followed the currents, MACKE believed the strongest swimmers were the ones who dared to create their own waves. And when the time came, he launched into an incredible journey …
POST
$AIMD - Interview with Zacks SCR analyst
This interview covers how Ainos is building a Smell AI platform that transforms scent signals into machine-readable Smell IDs, and why company believes scent could become an important new data for AI. It also discuss AIMD's commercial focus in semiconductor …
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Friends are convinced they can beat the S&P. Is it really that easy?
I have a few friends who over the last 6 months or so have gotten bigger into investing. They don’t invest in ETFs and build their portfolio out with individual stocks. I know that analysts do this and often can …