The Most Important Thing
risk is largely a matter of opinion
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Recent posts
- Are Apple’s glory days may be behind it? 🤔 Happy talk. That’s what you get when CEOs pass the baton, and so it was with Apple’s long-anticipated announcement that Tim Cook would give up the top jo...
- I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certa...
- Prediction - Cybersecurity funds are poised for explosive growth. Global spending on cybersecurity exceeded $150 billion in 2021 and will likely continue to be a high-growth industry. Investment in...
- Read a tweet about being broad in narrow markets. Made me wonder who are the closest alternatives/ substitutes to Nvidias GPUs in the next 3 years?
- The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started. For most of the past two decades, enterprise software benef...
- What does it mean that roaring kitty is back? GME up 70% as of noon today EST 'Roaring Kitty' Post Pushes Shares of GameStop Higher GameStop Corp. shares surged as much as 53% as speculation swirle...
- Starting to look at Intel more seriously. Other than TSMC, only Samsung and Intel (both far behind and barely) can even dream of foundry for advanced chips. Israel's government has approved a $3.2B...
- [Group Prediction] Section 230, the rule that made the modern internet, has been under scrutiny in recent years, with politicians across the political spectrum calling for it to be revoked or modif...
- [2023 Prediction] Amazon, Alphabet, and Meta Register Historic Profits Layoffs are bad for company morale and worse for those who get fired, but they’re often good for business. The average US tech...
- Paypal is near all-time lows despite positive earnings and strong projections. Like Meta has, can this big well known company thats down a lot make a massive comeback too? Their latest move of laun...
- Should I cash out on Nvidia? I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all t...
- Last year Palantir Technologies was the single best-performing stock in the S&P 500, rising 340%. The software company has been on a tear lately, too, in no small part because key backers like Pete...
