For awhile most of the hype has on the buildout, the hyperscalers and obvious beneficiaries like security. **Does every company associated with AI already have that future priced into their stock?** Is there any convex upside worth investing in still? …
Seriously. We keep hearing that NVIDIA is the foundation of the AI revolution. The company is printing money, dominating AI compute, rolling out Blackwell, talking about Rubin, and basically sitting in the middle of the biggest technology buildout we've seen …
Obviously nobody knows the future, so even the most rational and prudent answer could end up being wrong in the end due to irrational forces at work in the market and world. But one still has to do their best …
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) …
The big Beijing robotics conference opened on August 19 and runs through the 23rd, and the scale is real. Organizers count more than 2,000 exhibits, up about 27 percent from last year, over 300 exhibitors, up around 36 percent, and …
I'm talking about a riot, actual outrage. Every day I see people scream over minor culture war nonsense, but where is the outrage over open corruption? I'm neither left nor right-wing, and I'm talking about blatant stuff like insider trading …
I heard this somewhere on the internet and I can't wrap my head around it - "A lot of data center buildouts are now getting paused, and these companies that are financing the buildouts have primarily financed them through debt. …
On August 19 Asia-Pacific time, SK Hynix ([SKHY](https://www.tradingkey.com/markets/stocks/skhy))'s 2026 wage negotiations, which had previously reached a deadlock over a record bonus allocation scheme, saw a key turning point. According to South Korean media reports, the union and management have reached …
As we all know by now Bessent announced that the US treasury will issue t-bills to take US long dated treasuries off the market in order to cap yields on the 10yr and 30yr treasury. This is financial repression on …
The stock has fallen pretty hard from the highs. Is this mainly a valuation reset, or are there real problems with the company that the market is pricing in? For those following $ASTS closely, what’s your honest take on the …