I'm a fan of Reuter News, and a few years ago I looked up the company and realised that they are mainly a legal and accounting technology company. They have always been trading at a hefty premium, until the Saaspocalypse, …
One pattern in the AI headlines keeps bugging me. Nvidia put money into IREN. IREN buys Nvidia GPUs. Nvidia took a stake in CoreWeave. CoreWeave is a big Nvidia buyer. Nvidia bought into Intel. Almost every week there's another "Nvidia …
Some takeaways I have from the Q&A portion of the call: \- TSMC is unable to meet demand for leading edge nodes and invites competitors to prop up their customers (CSPs) dependence on said nodes for AI compute. Understanding their …
**TL;DR: I bought 1000 USD of CI yesterday. Wanted to show my reasoning and checkbox exercise and see if appreciated.** **Base thesis** Longevity and potential pandemics are main socioeconomical effects to look for 2040. Both benefit the healthcare sector. **Stock …
Been holding CRWD and PANW since the CRWD outage few summers ago, up 200% and 100% respectively. Is this the time to take profits? I usually hold for the long haul but their market cap is way too large for …
My journey for stock picking ends here! Over the last 2 years, I decided to dabble my hands with active investing. For the most part, I adhered to value investing. I poured countless hours reading 10ks, research companies, looking at …
17 company write-ups from Substack, all published within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **Capitalist Letters** on [**Microsoft Corporation**](https://www.capitalist-letters.com/p/microsoft-undervalued-and-undisruptable) (🇺🇸 MSFT US - US$2.8tn) Microsoft shed US$500bn in …
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