Meta has been spending a lot on the AI buildout. It generated over $40 billion in FCF TTM, but less than $2 billion in Q2 2026. With Muse, since it is mostly agentic, it seems it will consume a lot …
Be greedy when others are fearful seems to be exactly what BRK is doing.
Hi i have created a FICO valuation template that you can download and DIY your own valuation on FICO. The process: I looked at the funded Loans, Pull-thru, Borrowers (single or co-borrower), Shops and Bureaus and the number of Pull …
I’m definitely bag holding this one hard; likely to the grave, but today BBAI is all green. Gonna be pretty exciting the day it goes from a baby bear to a big bull! Until then, small victories.
Since the IPO I've been trying to work out what SPCX holders are actually paying for at \~$2T. The S-1 and the Q2 report make it fairly clear. Three businesses under one ticker (FY2025): \- Starlink: $11.4B revenue, +$4.4B operating …
I hold cash when nothing looks cheap. Once it exceeds 15% of my portfolio, I start putting the excess into bonds. Below that, I keep it available so I can always make at least one sizable purchase when an opportunity …
As I am typing this, I am still shocked this is possible and how easy it is to set this up for anyone. A few weeks back, I kept hearing about Muse, which is basically an AI assistant that can …
Admittedly, I don't get this company and I don't think it's a long term hold. It's supposed to be a learning company, and the mission is to "develop the best education in the world and make it universally available" except …
I was listening to the Synopsis podcast (link: https://open.spotify.com/episode/660EsrfSOGB0gsBXbvoaor?si=Maj2WRdUQzOnXWH216jOVw) and there seems to be a consensus that Airbnb is going to be a net loser from AI agents because you can price check aggressively and list your home across all …
[https://x.com/Stefanoski7](https://x.com/Stefanoski7) Strong earnings beat for $MU , but the market reacts with a sell-off. Disappointing short-term move, but this is where discipline gets tested. Fundamentals haven't changed.