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 …
Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: 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. …
The guy who runs the best-performing portfolio on Substack posted on June 7 that a 20% stock market correction is imminent due to the yen carry trade playing out. He also called the Iran/US peace agreement (MOU) that weekend before …
Rocket Lab Corporation has entered into a definitive agreement to acquire Iridium Communications Inc. for $54 per share in a cash and stock transaction, establishing an enterprise value of approximately $8.0 billion. This historic and transformative acquisition creates a fully …
I've been DCAing into CMCSA stock for a couple months and haven't seen any signs of a significant growth catalyst until this morning. The company announced it was spinning off the media related components of the company including Peacock and …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: \* \[Finviz\](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks \* \[Bloomberg market news\](https://www.bloomberg.com/markets) \* StreetInsider news: \* \[Market Check\](https://www.streetinsider.com/Market+Check) - Possibly why …
In a few years, the world will run on compute. Right now, everything you do on the internet is manual. You type in what video you want to watch. You send text messages to people with your slow, fat fingers. …
Not looking for shame. Genuinely curious. I've held Apple for 3 years. Every year I open the 10-K with good intentions. Their FY2025 filing runs over 100 pages. I get through the business overview, hit the risk factors, and close …
> Shares of Samsung Electronics and SK Hynix plunged on Monday after reports surfaced that the pair are expected to unveil investment plans worth more than a trillion dollars. > Samsung Electronics’ stock was down 4.7%, while SK Hynix was …
No timing trades on secret information. Just automatic, pre-scheduled buys and sells through 10b5-1 style trading plans, similar to what many corporate executives already use. Lawmakers still get to invest and build wealth, but the opportunity to profit from nonpublic …