Intel confirmed CPU demand exceeds supply, with Data Center revenue up 22% YoY to $5.1B. CPU-to-GPU ratios are shifting

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Why I'm Still Very Bullish Into AMD Earnings 

Intel confirmed CPU demand exceeds supply, with Data Center revenue up 22% YoY to $5.1B. CPU-to-GPU ratios are shifting from 1:4–1:8 toward 1:1–1:2, s...

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Abbott Laboratories: Buying A Healthcare Giant On Sale 

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ServiceNow: Post-Earnings Meltdown Is Well Overdone 

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Selling The Furniture To Pay The Rent: The Unsustainable Reality Of Strategy, Inc. Preferred 

The Cash Flow Chasm: The operating business doesn't even cover 30% of its obligations. The Liquidation Loop: To pay your dividend, MSTR must either is...

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Why I've Stopped Buying REITs