Posts
From SaaS Vendor to Public-Private Partner: A Likely Path for AI Logistics
One underappreciated outcome of federal digital-infrastructure funding is how it changes who buys software and how. As DOTs, state agencies, and large contractors receive money earmarked for efficiency and data transparency, they increasingly look for vendors that can operate as partners, not just tools. That’s a natural opening for AI …
Officially changed 401k investment
Here’s a snapshot of my changes: [ https://ibb.co/SwjWfT5X ](https://ibb.co/SwjWfT5X) Changed into these investments from Vanguard TDF 2065. And this morning, no surprise, US equities (Perhaps, global reaction) continues to bleed. Reasoning for this is to rid of all bonds as I won’t introduce it until I’m nearing or in my …
I am missing something between VUG and QQQM
Let me start by saying I own both. This is not a question of which is better, but more about the difference. QQQM is 100 companies (I think 102 positions for A and C shares). VUG has over 150 holdings. I've got all that. What I'm not understanding is, why …
Institutional Recalibration: Analyzing the Recent Amazon (AMZN) Price Target Adjustments.
The recent wave of price target revisions for Amazon (AMZN) from Goldman Sachs, JPM, Deutsche Bank, and Morgan Stanley offers a valuable case study in how institutional valuation models are recalibrating to the current macro environment. Rather than viewing these as simple "downgrades," it is more constructive to analyze them …
Long-term investing sounds clear in theory. But how does it hold up when the world feels unstable?
People who believe in long-term investing usually agree on the basics when things are calm. Ignore the noise, think long term, don’t overtrade, ignore Mr. Market (he won’t be mad at you) and use him if you can. That all makes sense. What feels harder nowadays is everything else going …
MDI.TO is the key player the next 3-5 years
MDI is a winner over the next 3–5 years benefiting from rare earth diversification without commodity price risk. Global footprint: Operates across North America, Australia, Africa, and Europe. Critical minerals focus: Actively drilling for REEs, lithium, nickel, copper. Early-stage leverage: Exploration drilling is the bottleneck of new supply. Tier-1 clients: …
Massive AI capex - boon or bane?
Let’s run some numbers. By most accounts, OpenAI is the most used AI services provider with \~60% share in consumer chat (95% free), >70% in coding (including GitHub Copilot), and even higher in enterprise rollouts due to various MS Copilot integrations. OpenAI said their ARR hit $20B at the end …
COIN a good long-term buy around $120-150 range?
I’ve been watching COIN since inception and somehow never bought it. One of those “I’ll do it later” stocks that just… never happened. Now crypto is getting absolutely taken out back and I can’t help but feel like the window might finally be opening. My core portfolio over the last …
GOOGL, MSFT, AMZN, and thoughts on ETF recommendation?
I'm going through my portfolio and thinking of adding some of these stocks. I would like to get some thoughts on how you view these stocks. **If you had to choose one to buy, which one would you choose?** * GOOGL * MSFT * AMZN * NVDA * AMD * …
All asset classes are in the Red
Stocks, metals, Bitcoin etc. can anyone make sense of this? Is cash the new safe haven now? We know nations are reducing their US treasury positions which is bearish for the dollar. Or is it manipulation.. been hearing that term thrown around quite a bit