Posts
AMD's Anthropic and Microsoft deals reinforce that AI infrastructure spending remains strong.
The most significant AMD AI-related deals and partnerships announced recently include: 1..**Anthropic** (announced today) - Anthropic will deploy up to 2 gigawatts of AMD Instinct MI450 GPUs beginning in 2027. - AMD committed to invest up to $5 billion in Anthropic, subject to deployment milestones. - The companies will collaborate …
If Cash is such a bad investment then why is Berkshire holding $397B in cash in Q1 2026?
During the lead up and climax of the dotcom bubble, retail investors were calling Buffet a dinosaur and saying he was "out of touch" when he refused to buy the dotcom garbage and was holding cash. Fast Forward to 2026, online investors are saying generally the same thing about him/Berkshire. …
Down over $4000 on an $11,000 portfolio
Looking for some advice because I’m honestly too emotionally invested to think clearly. About a month or two ago my portfolio was around $11k. Now it’s worth about $7k, so I’m down a little over $4k. My biggest position is LUNR. I put about $6,500 into it at an average …
SK Hynix Denies Intel Ohio Plant Deal
SK Hynix is officially denying market speculation that it will acquire Intel’s semiconductor production facilities in Ohio, United States. Through a clarification disclosure on July 22, SK Hynix stated that it has neither pursued nor decided on the acquisition of Intel’s Ohio site and fab. Previously, some media outlets reported …
CHTR down ~80% over 5 years… yet CEO comp still structured for multi-million payouts
[https://finviz.com/stock?t=CHTR&ty=c&ta=0&p=d](https://finviz.com/stock?t=CHTR&ty=c&ta=0&p=d) I was digging into Charter Communications (CHTR) and something caught my attention. The stock performance has been… rough: * 1Y: −67.8% * 3Y: −67.6% * 5Y: −82.3% At the same time, CEO Chris Winfrey’s compensation structure remains very generous: * New contract (Dec 2025): * Base salary: $2.5M minimum …
Reddit threatening to cut off Google AI is extremely bullish for $RDDT
There is absolutely no way Google lets Reddit go. Google Search - per Google’s *own* Search AI - states that Search relies heavily on Reddit through its data-licensing partnership and also to train its Gemini models. Google currently only pays Reddit $60m a year. This is an absolute STEAL. Considering …
SAP stock opinion outside of germany
Hey everyone, I’m from Germany and I’m curious what non-German investors think about SAP ahead of earnings tomorrow. The overall mood in software / AI stocks feels pretty shaky right now, kind of like what we’ve recently seen with IBM. Do you think SAP can still surprise to the upside, …
Nvidia reveals a 9.3% stake in Nebius, smart foresight or another AI circular financing
On Tuesday Nvidia disclosed a 9.3% passive equity stake in Nebius Group, a Dutch AI cloud infrastructure company, Nebius shares were up nearly 19% while Nvidia itself ticked up almost 2%. Nebius is one of the neocloud players, companies that buy huge amounts of Nvidia GPUs and rent out the …
Should I buy Sony stock because the new Spider-Man movie is coming out soon?
Sony’s stock has fallen recently, mainly because of concerns about its PlayStation business, so it’s trading at a lower price than before. At the same time, the new Spider-Man movie is generating a lot of hype, with strong advance ticket sales and expectations that it could be one of the …
Tesla Q2 2026 Earnings: Five Questions Investors Should Ask
Tesla already released its operational numbers: 480,126 vehicles delivered, a record, up 25% year over year, production at 451,758. Full financials drop tonight after market close. Tesla itself says deliveries alone don't tell you much about profit, average selling price, costs, and FX still matter. Here's what's actually worth watching …