I mean, the man has been sitting on an enormous amount of cash for almost a decade, waiting for a pull back that will probably never happen. He is almost 100 years old and it's only a matter of time …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
Everyone keeps saying "just buy VOO, VT and chill." Fine. But Goldman's own 10-year number (best case) is like 6.5% a year, with a downside case near 3%. And this is the house view, not some doomer on YouTube. The …
I'm guessing Google is still trading in the dumps with everything pumping, because of Hassabis changing his role to Chairman. His *real* talent is being an AI scientist. This move allows him to get back to his real passion, which …
I have really enjoyed watching Redditors crash out on the AI Boom the last two to three years and this most recent reversal has been just as satisfying. But, I do recognize that all good things must come to an …
Earlier this year, a lot of people were convinced that AI would make enterprise software worth basically zero. I kept asking the software bears one simple question: who is actually taking the market share? I never really got a real …
> U.S. President Donald Trump’s administration is reportedly considering new tariffs on U.S. semiconductors, as tech giants race to beat China in the AI infrastructure buildout. > The duties will be imposed on an expanded range of tech products made …
I'm curious how many still buy and hold individual mega cap companies like mag 7. The narrative has always been the larger the company the harder it's able to grow. The reason why we stock pick is to get that …
Nvidia has agreed to buy open-source platform Hugging Face for $12.9 billion, The Information reported on Wednesday, citing a person with knowledge of the deal. Deal talks began after Hugging Face, an open-source AI platform developers use to collaborate, test …
This has to be most dangerous setup we have seen lately yet in the US stock market and the US economy and yet stocks are rising and the SPX is just shy of breaking yet another ATH! NVidia earnings last …