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
According to Nikkei, Apple $AAPL is encountering more technical issues than expected in the testing phase of its first foldable iPhone, and initial deliveries could, in a worse-case scenario, be pushed back by several months from the original plan for the second half of 2026. This is the so-called engineering test/early test production phase — the moment when prototypes are... Read more
Apple is already a value stock, and you can't expect something revolutionary all the time. The iPhone Fold doesn't seem like a good idea to me, but maybe they'll surprise us.
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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...
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I recently opened a position in $TMDX and I plan to keep adding to it.
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Ackman’s $64 billion shot at Universal could rewrite who owns global music
According to Nikkei, Apple $AAPL is encountering more technical issues than expected in the testing phase of its first foldable iPhone, and initial deliveries could, in a worse-case scenario, be pushed back by several months from the original plan for the second half of 2026. This is the so-called engineering test/early test production phase — the moment when prototypes are...
Read more
Zobrazit další komentáře
Apple is already a value stock, and you can't expect something revolutionary all the time. The iPhone Fold doesn't seem like a good idea to me, but maybe they'll surprise us.
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A $7.4 billion rebuild that still leaves almost 20% on the table
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America’s Egg Giant: A Hidden Dividend Opportunity Few Investors Notice
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Netflix turns kids’ screen time into a quiet ARPU lever
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Microsoft’s AI plan: stay in the OpenAI club, but build its own frontier models
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AI marketing platform grows to $1.3 billion revenue, still priced like a laggard