I sold some FORD yesterday a few hours before the bell. All went smooth. I got trade confirmation overnight, and funds were available to transfer this morning. That was unprecedented for me, but I gleefully moved it via ACH to …
*The collaboration brings generative and agentic AI capabilities directly to enterprise data to help joint customers build and deploy AI-powered applications faster and more securely* *Multi-year strategic agreement expands joint investments in customer success, workload migrations, and go-to-market, as Snowflake …
Look, there'll be a consolidation in the top AI models (maybe Anthropic, ChatGPT, Gemini). The LLM manufacturers want to minimize unit economics and don't really care about product releases given that we are plateauing using silicon CMOS based chips. AVGO …
1. HBM remains the critical bottleneck for high-speed inferencing. 2. LLM architectures have not changed significantly since the DeepSeek release. 3. Storing user memory and incorporating it using RAG requires a ton of SSD/NAND 4. These points appear to hold …
I have a brokerage with various stocks gifted to me from a grandparent. One of these was GE, which I guess split into GE Aerospace + GE Vernova (GEV) at some point because I have both. I only have 8 …
My perhaps naive thought is to sell during the first 30 minutes because of the euphoria. That said, it can go the other way and could be a good buy opportunity but my experience is that it's too noisy. On …
https://www.cnbc.com/2026/05/27/mortgage-refinance-demand-drops.html **KEY POINTS** **The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances, $832,750 or less, increased to 6.65% from 6.56%.** **Applications for a mortgage to purchase a home fell 0.4% for the week and were just …
I’ve been screening wide moat data names and TransUnion caught my eye at a discount. Business model is straightforward but the economics are strong. They provide credit reporting, analytics, and decisioning tools to lenders and businesses. Moat is the huge …
Broadridge keeps popping in my screens as a steady compounder that’s still cheap. Did a fresh look at the numbers and figured I’d share for anyone hunting financial services names with staying power. They handle investor communications, securities processing, and …
Wanted to share thoughts on LPL Financial after digging through their filings. Not the flashiest name but the fundamentals and valuation stand out, especially with the deregulatory mood in DC. LPL is a big independent wealth manager providing broker-dealer services …