Centrus Energy is a company that produces enriched uranium. It is the only company in the US that produces HALEU (Specific type of uranium used for SMRs). It is also the only company doing contracts with US government for HALEU. …
The consensus AI infrastructure trade is Snowflake, Databricks - raw data platforms. Everyone agrees on this. The market has priced it accordingly. My day job is literally taking messy, ungoverned data and building the semantic structure - the ontology - …
Since I have bought into Intel and AMD, the stocks have close to 3x or more. I have gotten mixed advice as to whether I should let these individual stocks run or to trim the gains and put the gains …
Last year, Nvidia's $1B investment in Nokia caught my attention. It wasn't the investment itself that interested me as much as the obvious question: What does Nvidia see that most investors don't. The Nokia most people remember hasn't really existed …
I've watched Apple grow from $100B to $1T, and now it's a $4T giant. Every step of the way, people claimed it had peaked and that the law of large numbers would stop it. But they just kept growing YoY. …
This is just my view. MSFT software segment is locked in. The thing to look out for whether multiple expands and earnings increase relies on 2 metrics in the longer term, Model pricing and Enterprise AI usage adoption. Ofcourse there …
I have been considering re-entering META after this pullback again and so I wanted to lay out the numbers, what I could find, and see what everyone thinks. I held meta years ago and sold most before the 2022 pulldown. …
Guys I have tried searching, asking AI and try to do research but seems like I can’t get an answer. Why SAAS is being hated by investor at the moment? I want to get some perspective. The answer I get …
Since news of the spin off released yesterday, the media has been speculating that the industry will go through another period of consolidation. But looking at it on a case by case basis, I find it unlikely that another streamer …
I wrote a simple explanation of valuation using a lemonade stand. That's all. Just a small text that might be useful for beginners. Most of my articles focus on advanced concepts, and I often forget about the people who need …