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IS MICROSOFT BECOMING THE NEXT PAYPAL, ADOBE, OR UBER?
before everyone gets angry, i am not saying microsoft is a bad company. far from it. microsoft will probably continue making tens of billions in profit and be around long after we are all gone. my concern is whether the stock itself becomes dead money. paypal, adobe, and now arguably …
Ault-affiliated investors report a sizable stake in YY Group Holding Ltd. Milton C. Ault III is reported as beneficial owner of 7,348,000 Class A ordinary shares, representing 7.7% of the company
Rich Guy Buys More Shares + Android Robots + Nvidia AI + Reverse Split = Peak Microcap Degeneracy? Not financial advice. I may have consumed lead paint chips as a child and grew up behind a chemical plant. So let me get this straight: Rich guy who controls/owns a large …
MoneyGram joins Solana as validator to help run blockchain payment rails
Switch from P/E to PEG
I keep seeing endless posts about this stock and that stock that say “the P/E is 115x which is insane” or something along those lines and it drives me nuts. PEG is just taking the price to earnings and dividing it by the growth rate. You can do it easily …
I will never forget being downvoted for saying MSFT is too expensive for a reasonable margin of safety
This sub continues to take L on companies they don't understand. If you project long enough with your MSFT positions you may be fine. But don't cry when you buy at a "fair price" and see -50% in your portfolio. LULU, Paypal, Fiserv, MSFT. I'm sure there's a couple more …
I spent a week pulling Pentagon AI procurement data from USASpending.gov. Found that BAH was sitting on a $6.4B AI contract ceiling while trading at ~$9B market cap. They announced a $720M acquisition this morning confirming the thesis.
I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different because the timing was quite fortuitous. **What is the CDAO?** …
Broadcom, Intel and SKYECHIP - similarity
Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and SkyeChip designs specialized High Bandwidth Memory (HBM) and on-die transport …
Don't understand why Microsoft and Meta have been punished but Google and Amazon appears to be doing well despite all of them have massive capex
Can somebody explain it like I'm 5?
Is this the best, and last investment opportunity ever?
The stock market today is flooded with opportunity. Regardless of your opinion or mine, the future of our civilization is absolutely going to be driven by **Artificial Intelligence, Robotics, Space Exploration/Innovation, Nuclear Energy, Biotechnology, Quantum Computing, and Digital Currency**. There is no other route for humans to take. We absolutely …