Amprius is particularly interesting because it has the potential to **reinvest capital at very high returns into a massive TAM**. The business also benefits from a learning curve and **data flywheel**, while demand is supported by something fundamentally necessary: energy. …
Nvidia and AMD have reportedly stepped up outreach to the White House and Commerce Department, asking the administration to pressure Congress to drop or soften proposed restrictions on AI chip exports to China that could be added to the annual …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including …
Source: [https://www.usnews.com/news/business/articles/2026-09-29/asian-stocks-mostly-fall-after-wall-street-losses-and-oil-prices-rise](https://www.usnews.com/news/business/articles/2026-09-29/asian-stocks-mostly-fall-after-wall-street-losses-and-oil-prices-rise) From the article: Asian shares mostly fell on Tuesday [following Wall Street losses](https://apnews.com/article/stock-markets-oil-war-inflation-6b70287210105d208eb0944d589d31f2), while U.S. Treasury yields paused their runup after reaching their highest level in roughly two decades. * Brent crude, the international standard, gained 1.4% to …
Hi, I’ve been looking at BWXT recently and I was just looking for others viewpoints on the stock. It’s had a large pullback from its 52-week high and I’m wondering if it’s bottoming out. On paper it looks great having …
[https://finance.yahoo.com/technology/ai/articles/anthropics-path-ai-startup-industry-235243135.html](https://finance.yahoo.com/technology/ai/articles/anthropics-path-ai-startup-industry-235243135.html) Sept 28 (Reuters) - Anthropic's IPO prospectus, reviewed by Reuters, laid out a sweeping vision in which [AI](https://tech.yahoo.com/ai/) would reshape the global economy more profoundly than industrialization, electricity and the internet, as the Claude maker moved closer to what …
Interest rates are at 20 year highs and continue ticking upwards. In my opinion, the yields for investment grade securities - specifically preferred stocks and bonds - are starting to get interesting. The top two I've identified and am keeping …
All the financial metrics are improving.. pardon my quick n dirty / regard math and analysis but seems Dara K. has Uber’s operational turnaround completely dialed in. Own it already. Thinking of adding more. Uber’s TTM show a powerful upward …
I'm 29 and getting into diversified investing. I've been buying individual stocks for like 5 years and I realize that's not great given how little I have to invest. I don't want Raytheon, Palantir, Lockheed, General Dynamics, Grumman, L3, etc. …
I’ve been looking into Decoy Therapeutics (NASDAQ: DCOY), and I’m curious what people think about the risk/reward here because the situation looks pretty extreme in both directions. The stock has been absolutely destroyed over the past year. It was trading …