Posts
Imagine the Democrats win the midterms - what stocks are you buying
Given the current political situation in the United States the Democrats are likely to win the midterms. Such a victory could lead to significant shifts in industries like green energy, biotechnology etc. In my opinion there are some value companies that could benefit from such political change: * Moderna (MRNA) …
Amazon in talks to invest $50B in OpenAI (via WSJ)
Amazon is in negotiations to invest up to $50 billion in OpenAI, with CEO Andy Jassy leading the talks. This would be part of OpenAI's larger fundraising effort seeking up to $100 billion in new capital, which could value the company at approximately $830 billion. Additionally, the two companies have …
contrarian names I like better for 2026 than MSFT
I just posted about MSFT and the OpenAI concentration risk that’s weighing on it right now. Here are five other contrarian names I like better for 2026 setups. These got hammered in 2025 on sector weakness or execution fears, but each has concrete near-term pops from production ramps, restructurings, or …
Whats really going on at MSFT?
Want real technical opinions on whats happening: 1/ azure growth is slowing… why? Are AWS / GOOG making meaningful improvements in areas that Microsoft is not? 2/capex is exploding… do investors not trust where they are allocating? 3/OpenAI sucks now compared to Gemini on claude 4/F\*\*\* bill gates?
People here are obsessed with Mag 7. Why not WFE stocks?
WFE meaning wafer fabrication equipment stocks. Nonstop gossip about Msft these past few days. While this is happening, stealthily stocks like Lam and Klac are ascending. These stocks are like the jewels of the technology sector imo. Why does it seem like - the overall interest is low? ** Lam …
Apple acquires secretive Q․ai startup for $2 billion
Apple has acquired an Israel-based AI startup called Q.ai, according to a new report from the *Financial Times*. The report says the deal is valued at close to $2 billion, making it one of Apple’s largest acquisitions ever. In a statement to *Reuters*, Johny Srouji, Apple’s senior vice president of …
Thoughts on Accenture’s recent performance?
Accenture had a very good run in the 4 weeks leading up to the last week of Jan. Then in the last 5 days dropped from 288 to 258, which is pretty nasty. Today only, in the wake of a meltdown for MSFT, it is dropping 4%. What are everyone’s …
AI hype really causing disruption?
Whenever there are significant drops across the broader markets it seems like reporters and analysts try to pin it on one reason. This time around it is all about AI spending. This is the biggest like bull! Every thing including non AI stocks are down, gold is down, crypto down. …
Gold ETFs in USD vs EUR: Am I taking a big risk?
I currently hold a significant amount of gold ETFs: IAU and GLD. With the recent dollar crashing and political / world chaos due to Trump and the US gov, I’m concerned about the currency risk (also since I live in the eurozone). Do you think it’s wise to switch to …
Am I missing something in ServiceNow (NOW) stock?
The earnings looked great, the CEO is awesome and his moves show he has full faith in the company. (I.E. the share buyback announced seems like a love letter to shareholders). Its partnerships with open AI and Anthropic seem like they are going to help the product, not hurt it. …