(DELL), (SFTBY), (AMZN), (MSFT), (META), (GOOGL), (NVDA) Back in 2004, a hedge fund buddy of mine flew out to Round Rock, Texas, for what he called a “PC dinosaur autopsy.” He came back unimpressed, writing Dell (DELL) off as a relic of the beige-box era. Fast forward two decades, and that same “dinosaur” is quietly […]
(ALAB), (NVDA), (AMZN), (MSFT), (META), (MRVL), (AVGO) In a market where AI is the buzzword de jour and half of Wall Street seems convinced the next trillion-dollar opportunity lies in whatever Nvidia (NVDA) sneezes on, the real action might just be happening one layer down. That’s where Astera Labs (ALAB) comes in. You won’t find […]
(AGX), (FLR), (KBR), (DY), (STRL), (PRIM), (GVA), (PWR), (WLDN) Most investors wouldn’t know Argan from argon. But while Wall Street throws a party over Nvidia (NVDA) and its AI wunderkinds, a quiet EPC contractor is fueling the entire thing from the ground up. That’s right. Trillion-parameter models don’t run on vibes and silicon alone. They […]
(GOOG) Imagine sitting at a poker table where everyone folds to the guy in sunglasses. They’re convinced he’s bluffing. Meanwhile, you’re holding pocket aces and watching a pot you should be taking grow smaller by the second. That’s where we are with Alphabet (GOOG). Everyone’s obsessing over the AI threat. Few are noticing the opportunity […]
The seismic shift to hybrid work, once a reactive response to global upheaval, has solidified into a fundamental pillar of the modern professional landscape. No longer a passing trend, this blend of in-office and remote presence offers unparalleled flexibility and cost efficiencies. Yet, as organizations grapple with the complexities of managing dispersed teams, a new, […]
In the wake of Microsoft’s latest round of significant layoffs, which saw the tech giant shed thousands of jobs across various departments, financial pundit Jim Cramer has offered a perspective that challenges the prevailing narrative. While many observers are quick to point fingers at the rapid advancements in Artificial Intelligence (AI) as the primary culprit […]
(GOOG), (MSFT), (AMZN), (META) Alphabet (GOOG) has decided it’s no longer content being just the internet’s infrastructure. Now it wants to be the nervous system of artificial intelligence. That’s a big leap even for a company that once turned digital advertising into a money-printing machine. Its latest gambit, “Gemini Robotics On-Device,” is a strategic shift […]
BEIJING, China – June 27, 2025 – In a resounding affirmation of its pioneering advancements in artificial intelligence, LexinFintech Holdings Ltd. (NASDAQ: LX) has been honored with the highly coveted “Best AI Technology for Financial Technology Company in China” award at The Asian Banker Awards 2025. The prestigious ceremony, held during The Future of Finance […]
(NVDA), (MSFT), (INTC) Drive through Nevada, and the signs scream innovation. “New Games! Bigger Wins!” But anyone who’s played knows the truth: it’s never about the game — it’s about the house. They win because they own the system. The chips, the floor, the air you breathe. That’s NVIDIA (NVDA) today. The market’s swooning over […]
(ORCL), (MSFT), (AMZN), (GOOG), (AMD), (NVDA), (PLTR) I got a call last week from my old buddy Marty, a grizzled tech investor who made a killing on semiconductors back in the Reagan years while I was chasing down yen moves for The Economist in Tokyo. He was practically shouting into the phone from his study […]
