Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
Meta unveiled a new AI model, Muse Spark, which aims to compete with top models like ChatGPT and Gemini. It focuses primarily on logical reasoning and image analysis. After the announcement, the stock rose by 6%. It’s great to see Meta finally launching its own model, and I’m glad I recently bought more shares.
Do you think Meta’s AI model can outperform ChatGPT? Do you own... Read more
Anyone could outperform anyone — the limits we see today might, within a year, become the bare minimum requirements for these models to run sensibly.
I own shares in Google / Meta / Microsoft, and none of them has to be the winner; at the same time, it’s fair to admit there doesn’t have to be only one winner here.
$TSLA once again raises a topic the company has promised and postponed for years – a truly affordable electric car. According to current reports, the firm is working on a smaller, more accessible model, likely a compact SUV, which should cost less than the current Model 3.
Super Micro $SMCI is trying to calm regulators and investors: after three people connected to the company were accused of violating export controls (at least $2.5 billion worth of AI servers with Nvidia chips allegedly flowed to China via Taiwan and Southeast Asia), it has launched an independent investigation and an internal review of its entire trade compliance program. The... Read more
Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.
Do you have healthcare stocks in your... Read more
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Amazon’s in‑house AI chips quietly become a $20+ billion business – and could be a $50 billion product line
Has Amazon revealed its true business?
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
...Read more
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Great article, thanks for it. I have a fairly large position in $AMZN in my portfolio and I have a lot of faith in the company’s future.
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Occidental’s “Gulf of America” oil find lands on a much cleaner balance sheet
Meta unveiled a new AI model, Muse Spark, which aims to compete with top models like ChatGPT and Gemini. It focuses primarily on logical reasoning and image analysis. After the announcement, the stock rose by 6%. It’s great to see Meta finally launching its own model, and I’m glad I recently bought more shares.
Do you think Meta’s AI model can outperform ChatGPT? Do you own...
Read more
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Bulios Black
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Anyone could outperform anyone — the limits we see today might, within a year, become the bare minimum requirements for these models to run sensibly.
I own shares in Google / Meta / Microsoft, and none of them has to be the winner; at the same time, it’s fair to admit there doesn’t have to be only one winner here.
A budget model as a return to basics
$TSLA once again raises a topic the company has promised and postponed for years – a truly affordable electric car. According to current reports, the firm is working on a smaller, more accessible model, likely a compact SUV, which should cost less than the current Model 3.
...Read more
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Fed admits rate hike: What does it mean for your portfolio?
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High‑quality software growth: does the current valuation still leave upside?
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Meta’s Mango and Avocado: a two‑model push to stand next to Google and OpenAI
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A record $14 billion debt bet tying Pimco to Oracle’s AI data center
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A cash‑rich automation leader that the market still prices like a forgettable SaaS name
Super Micro $SMCI is trying to calm regulators and investors: after three people connected to the company were accused of violating export controls (at least $2.5 billion worth of AI servers with Nvidia chips allegedly flowed to China via Taiwan and Southeast Asia), it has launched an independent investigation and an internal review of its entire trade compliance program. The...
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These problems will take several years to resolve, and on top of that no one will want to run the company, so it will be hard to find a new CEO.
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6 Companies With Ultra-Low Debt: Balance Sheets Built for Any Market
After 38 days of war and with two hours left until the deadline, Trump managed to secure a ceasefire!
What happened in the markets and what does it mean for your portfolio?
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I cashed in my gains, but left a little bit just for fun, in case you guys change your minds 😄😄😄
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Intel’s biggest bet yet on AI chips: joining Musk’s Terafab experiment
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Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.
Do you have healthcare stocks in your...
Read more
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I recently opened a position in $TMDX and I plan to keep adding to it.