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Anthropic and OpenAI Want a Slowdown. Here is why
Hyperscaler free cash flow is heading negative, Chinese open-weight models undercut the leaders on price, and Meta Muse moved $META and $AMD
Oct 11
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Adobe ($ADBE) Q3 2026 Earnings: Cheapest Stock in Tech, or AI Roadkill?
Adobe just posted its slowest RPO growth since 2023 — and surprised everyone by picking the 'wrong' CEO. Here's why I still don't think the stock is…
Oct 3
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Anthropic's CEO Joined Salesforce's Earnings Call to Kill the 'AI Will Destroy Software' Story
Inside Claudeforce, Salesforce's new partnership with Anthropic — plus a 435% jump in spending from the world's top AI companies, and two new AI…
Sep 13
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Adobe - The Return of the King?
Aug 22, 2025
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AMD ($AMD) Stock Analysis & Deep Dive
Dec 30, 2024
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I am buying Amazon. Are you?
Oct 8, 2025
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Arista Networks Stock Analysis & Deep Dive
Apr 30, 2025
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Salesforce: The AI Stock Nobody's Calling an AI Stock
Oct 31, 2025
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Mastercard: Finally a drawdown
Jan 28
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Salesforce Jumped 23% on Earnings — Is the Rally Justified? ($CRM Q2/2026 Review)
$CRM's Q2 numbers, guidance, and valuation — plus the $2.7B gain hiding inside the EPS jump.
Sep 9
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Superinvestors Are Selling Amazon and Buying Mastercard — The Full Q2/2026 13F Verdict (Part 3/3)
Mastercard was the most-bought stock this quarter, Amazon the most-sold. Plus: why Zoetis lost 69% of its value, and the surprising logic behind Chris…
Sep 1
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One Fund Manager Just Put 42% of His Portfolio in One Stock — Inside 10 Superinvestors You've Never Heard Of (Part 2/3)
A 20%-of-portfolio Okta exit, forced selling from redemptions, and the lesser-known managers quietly outperforming the famous ones. Part 3 ranks every…
Aug 28
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The Q2/2026 13F Season, Part 1 of 3: Ackman's New Bets, Tepper's $400M SanDisk Exit, and a Fund Manager Betting on Gravel
Inside the Q2/2026 13F filings of AltaRock, Fundsmith, Valley Forge, Polen Capital, and Pershing Square — plus the market backdrop that drove their…
Aug 25
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Booking Holdings (BKNG) Q2 2026 Earnings: Is the +10% Rally Justified?
A breakdown of Booking's Q2 numbers, share buybacks, and AI strategy — plus my valuation take (P/E, EV/FCF) on whether BKNG is still a buy after…
Aug 12
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Best Buys August 2026 | Buying quality while the market looks elsewhere
AI is creating both winners and mispriced opportunities
Jul 31
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AI observations – July 2026: The biggest AI trends you should know
Why AI is getting more expensive, more political, and much bigger than most people realize.
Jul 14
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Adobe's Q2/2026 Earnings Review
CEO Leaving. CFO Leaving. Should Investors Be Worried?
Jun 24
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AI Observations – June 2026 (Part 1): The Boom Continues
The infrastructure boom is real—whether the profits will be is another question
Jun 10
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