What is stopping SaaS companies that have these amazing futures, unlimited growth, and clearly adapting to an AI future (note: that was all slightly sarcastic in tone) from issuing absolutely massive buyback programs? If you want me to get off …
What is that one stock you already OWN in your portfolio that comes to mind? Something you're happy to own & buy more of when opportunities allow. Beyond the magnificent 7, mine would be COST, AXON & META incredible margins, …
I feel like there is a tug of war between storage of wealth. We have BTC, Gold, Fiats like USD and right now people are trying to figure out which currency will be the future. And it seems like gold …
In an extraordinary display of confidence that has sent ripples through Silicon Valley’s executive corridors, ServiceNow CEO Bill McDermott has committed $20 million of his personal wealth to purchase company stock while simultaneously pledging to remain at the helm through …
Given the current political situation in the United States the Democrats are likely to win the midterms. Such a victory could lead to significant shifts in industries like green energy, biotechnology etc. In my opinion there are some value companies …
Amazon is in negotiations to invest up to $50 billion in OpenAI, with CEO Andy Jassy leading the talks. This would be part of OpenAI's larger fundraising effort seeking up to $100 billion in new capital, which could value the …
I just posted about MSFT and the OpenAI concentration risk that’s weighing on it right now. Here are five other contrarian names I like better for 2026 setups. These got hammered in 2025 on sector weakness or execution fears, but …
Want real technical opinions on whats happening: 1/ azure growth is slowing… why? Are AWS / GOOG making meaningful improvements in areas that Microsoft is not? 2/capex is exploding… do investors not trust where they are allocating? 3/OpenAI sucks now …
WFE meaning wafer fabrication equipment stocks. Nonstop gossip about Msft these past few days. While this is happening, stealthily stocks like Lam and Klac are ascending. These stocks are like the jewels of the technology sector imo. Why does it …
Apple has acquired an Israel-based AI startup called Q.ai, according to a new report from the *Financial Times*. The report says the deal is valued at close to $2 billion, making it one of Apple’s largest acquisitions ever. In a …