sounds like AI slop with basis editing. Can't agree with your analysis for $Microsoft(MSFT)$ , it is highly speculative without deep understanding to why it dipped post earnings. for $Berkshire Hathaway(BRK.A)$ , the only thing defensive about it is the assumption that they are finally going to use that cash. However, do note that they didn't do anything during the liberation day dip and silicon valley bank dip last year.
Macro Risks Meet Geopolitical Tension: Can Tech Bulls Hold the Line? Consider Microsoft & Berkshire as a Barbell Strategy 🌟🌟🌟 The market is currently facing a dual threat environment testing the resolve of even the most optimistic investors. Warren Buffett has recently issued a sober warning regarding macro risk, preferring a massive cash reserve over overvalued equities. With $Berkshire Hathaway(BRK.B)$ cash pile reaching a record USD 397 billion as of May 2026, the message is clear: the safety net for high growth tech maybe thinner than it appears. Adding to the complexity is a sharp escalation in geopolitical risk. Recent reports of an Iranian attack on UAE ports have rattled glo
What trap? Even if you bought $VanEck Semiconductor ETF(SMH)$ in July 2025 before the dip, you have already doubled by now. Any dips just get bought up doubly fast. Based on the big tech earnings, they have largely been able to justify that the AI capex spend are generating decent returns on investment. In that case, it is giving the semicons confidence to raise their fees further. If you want to be the next multi-millionaire, find the next bottleneck in AI infrastructure and put your fortune in it. Yes I'm vested in $APPLIED DIGITAL CORP(APLD)$ $Infleqtion(INFQ)$
Nvidia’s Big Move: Breakout or Bear Trap?
The VanEck Semiconductor ETF’s upward move might show signs of fatigue.
Sorry Elon I wasn’t aware of your game. So here’s the case if Elon wins the trial, he gets $134b however OpenAI is a loss making company which recently raised $122b OpenAI literally needs that money to survive. if that money is gone, OpenAI will have to shut down their operations which is not possible. So they can’t give this money to Elon. But Elon must be compensated. so the only option would be equity. MAJOR EQUITY. In openai. the very company he was removed from would be forced to give back what he always deserved.
doesn't this mean Chinese AI is superior? the title is misleading
AI Chatbots Were Told to Trade Crypto. The Returns Were Ugly
Artificial-intelligence chatbots have seemingly taken the world by storm. But can they trade like human pros?Not yet, judging by Alpha Arena, a new competition measuring the investing ability of six...
$Novo-Nordisk A/S(NVO)$ is $Meta Platforms, Inc.(META)$ in 2022In 3 years, people will say, " I can't believe you could have bought $NVO for 15 P/E in 2025".Here is my Investment Thesis:🧵A modern building with the name Novo Nordisk in blue text on its facade. A Danish flag with a red background and white cross is flying on a flagpole in front of the building. The sky is clear and blue with some white clouds.1/ GLP1sNVO GLP-1 drugs, like Ozempic and Wegovy, are revolutionary!They fundamentally change how obesity and type 2 diabetes are treated. Instead of just managing symptoms, they target the body’s appetite and insulin regulation, helping patients lose significant weight and improve cardiovascular and me
$BBAI 20251219 8.0 CALL$ $BigBear.ai Holdings(BBAI)$ reinvested my previous gains from outs into calls. exited yesterday. BBAI is still burning cash and went up because of a recent contract,though a small one. it will need bigger contracts to break into $10 zone