Browsing: tech stock analysis
The world today was engineered to be ephemeral and noisy. This is a terrible combination for an investor. On Twitter…
Two weeks ago, I highlighted that Palantir is “one of the rare few that sees AI drive both real returns…
Recent Q1 earnings releases from Microsoft, Amazon, Alphabet and Meta reaffirmed that AI spending is continuing to increase through 2024…
Ad spending growth is widely forecast to accelerate in 2024, after a challenging macro environment significantly dented budgets and growth…
The Magnificent 7, defined as Apple, Alphabet, Amazon, Meta, Microsoft, Nvidia and Tesla, have seen a “magnificent” run fueled by…