Posts
Thoughts on $NFLX?
Netflix is starting to look interesting. I think it would be very bullish if their offer for WarnerBros went through, but apparently Trump plans to launch an "investigation" into Netflix since he's buddy buddy with the Ellison's. That aside, the valuation has come down to \~32x forward earnings. Considering their …
The Notorious “AI Bubble”, Why It is Likely Not What Many Think, Yet Can Still Be A Slippery Slope
Everyone is talking about the fabled “AI Bubble” but I see a much different problem all together. Here’s what I see in phases. Just my DD. Phase 1: AI demand will keep exploding for years, like a river that keeps widening no matter how many dams you build. Look at …
The probability of a December rate cut is as high as 89%. What does this mean for us?
CME FedWatch s latest data shows: The probability of a 25 basis point rate cut in December has risen to 89%. The probability of maintaining rates unchanged is approximately 11%. By January next year, the cumulative probability of a 25 basis point rate cut stands at about 65%, while the …
AI Frenzy Driving Memory Chip Supply Crisis: Reuters
https://www.tbsnews.net/world/global-economy/ai-frenzy-driving-memory-chip-supply-crisis-1300721? No paywall. https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ “The memory shortage has now graduated from a component-level concern to a macroeconomic risk," said Sanchit Vir Gogia, CEO of Greyhound Research. Memory shortage could delay AI projects, productivity gains. SK Hynix predicts memory shortage to last through late 2027. Smartphone makers warn of price rises …
How to buy an up and coming social commerce company?
I'm intrigued by how profitable some social commerce sites are like META, GOOG, TIKTOK, IG, YouTube, LinkedIn, etc. Literal goldmines and great stocks to own. On the other hand, there are social commerce sites that attract a great deal of traffic but seem totally unable to operate as profitable businesses. …
GAIN AI: Complex, Potentially Debilitating Industrial Policy
Moreover, at the time, it was assumed China wouldn’t be able to develop advanced AI chips on its own or develop a homegrown industry to feed its own market. But the opposite is true: Surprisingly, China is not only meeting all of its own domestic needs but will soon have …