Seeing reports that Nvidia may have paused discussions around a $100B investment into OpenAI, possibly shifting toward a smaller equity stake instead. Doesn’t sound like a breakdown in the partnership, more a question of scale and capital allocation. Still interesting …
I track my percentage return from dividends as a percentage. Stock prices changes and so, the percentage changes. I track the earnings percentage in two columns; one for my purchase price and one for the rate at the current day's …
Nvidia CEO Jensen Huang has privately emphasized to industry associates in recent months that the original $100 billion agreement was non-binding and not finalized, the report said. Huang has also privately criticized what he has described as a lack of …
On Friday, the U.S. Air Force handed Oracle America Inc. a firm-fixed-price task order worth $88,112,197 under its Cloud One program. The work is slated to continue through Dec. 7, 2028, according to a government announcement. I keep seeing news …
I’d a few weeks ago before the CFO stepped down made a post telling people to buy TTD. I did a post like this because the financials looked unbelievably good for that price. I’d originally thought it was beat down …
Most people will tell you trying to beat the S&P 500 is a fool's errand. Why don't more investors just copy the portfolios of mega successful money managers like Stan Drunkenmiller or Nancy Pelosi? Stan beats the S&P virtually every …
Today, Trump named a new Fed chair. Wallstreet tends to hate uncertainty so people were hedging their positions with hard assets, precious metals, while the decision on Fed chair was still being made. Now that it is here, we see …
I'm thinking about buying VEEV and NOW. These software companies are getting unduly punished. They have massive margins, steady growth, and heavy switching costs. They have a lot to gain from AI too. Forward PE and FCF are below Liberation …
It may recover by the end of the day, but this seems insane to me. Gold is a safe haven asset right? More immune to the highs and lows of politics and economic downturns... But being able to drop by …
DXYZ is a closed-end fund giving exposure to many companies that will IPO in 2026. This could be a huge opportunity as it gives PE exposure to companies with massive valuations pre-IPO. One company is SpaceX with a 34.6% exposure. …