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$DELL got a 1.4 billion dollar deal from microsoft
I don’t understand how this is not getting more attention. $DELL is trading on a dip, and they just secured a **$1.44B Microsoft licensing deal** through Dell Federal Systems. This is a major contract running through 2029, tied to Microsoft 365 licenses, subscriptions, and software support. That means multi-year government …
Are close to the top of the market eval?
I can’t imagine companies getting much larger than this. For Google to 2x or NVIDIA from here, it would need to become a roughly valued $10 trillion company. At what point does the financial statement actually justify a $10 trillion valuation? I just can’t fathom there being enough consumer money …
Do you integrate "Quality" indices and "Value" indices?
I tend to mostly use World / SPY / QQQ, but I think there are also funds like "World Quality" (eg a sub-selection of only top world companies by how they're managed, so I guess it tends to reinforce AAPL/MSFT/NVDA/etc), and "Value" companies (eg Coca/Amex/etc) Do you have opinions on …
Should politicians be allowed to trade (possibly benefiting from insider information) stocks to make ends meet ?
Speaker of the House Mike Johnson said that $174k hasn't been adjusted for inflation in a long time, and that politicians need to trade stocks to make ends meet (possibly benefiting from insider information). Should politicians be allowed to do so in order for them to afford life ?
Ideas to capitalize on the next big IPO’s?
The lead up to the SpaceX IPO was interesting to watch because Space stocks in general were rising for months in anticipation. Stocks like RKLB and RDW and ASTS and even ETF’s like NASA saw some big gains. I saw a lot of debate between people about whether the SpaceX …
$GOAI news
# Eva Live Establishes Eva Defense Inc. to Pursue Acquisitions in the Rapidly Expanding Drone and Defense Technology Market **New Subsidiary Positioned to Combine Artificial Intelligence with Next-Generation Drone, Autonomous Systems, and Defense Technologies** LAS VEGAS, NV, June 16, 2026 (GLOBE NEWSWIRE) -- Eva Live Inc. (NASDAQ: GOAI) ("Eva Live" …
RIVN vs GOOG? If you had to choose, which would you invest in at current pricing?
I’ve had good 100%+ gains on my GOOG gains this past year. I’m also an adamant believer in Rivian growth, with their new R2 release. Based on today’s pricing and market conditions would you maintain existing GOOG position, or move it to Rivian at current low pricing? Note, I currently …
BBAI undervalued AI stock
I'm sure many of us are keeping an eye on Big Ber AI shares. I think the stock is really underperforming, given the current state of AI speculation, especially regarding a company that's actually building a solid structure. BBAI is not focused on consumer's market, rather on contracting for construction, …
$VIVO running… gamma ramp in play. 153% SI. Catalyst by June 30
Announcing a tier 1 tenant for their AI datacenter by June 30, it’s one of few things green right now. Gamma ramp at 5 is in play, and there’s >5.2k OI at the 7.5 strike. Check my page for prior DD, have been posting for weeks about this since it …
Anyone else watching $TDRK jump into gold mining? Arcata Global acquisition and Arizona claim look interesting
I have been looking at some updates from companies that are not listed on the main stock exchange and I found out about Tiderock Companies ($TDRK). They just announced acquiring Arcata Global, which is a company that helps institutions buy and sell commodities so they can get into mining for …