I'm launching Tech Investing Decoded, a new Investing Group on Seeking Alpha, to provide actionable, in-depth research o

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Launching Tech Investing Decoded: Deep Technology Research That Cuts Through The Noise 

I'm launching Tech Investing Decoded, a new Investing Group on Seeking Alpha, to provide actionable, in-depth research on technology investing, cuttin...

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Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy 

The Treasury's expanded secondary sanctions on Iran are overshadowed by its plan to fund buybacks from the TGA, shifting liquidity dynamics. Market re...

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AMD: The Easy Money Is Gone 

Advanced Micro Devices, Inc. delivered record Q2 results and robust guidance, but shares fell as lofty expectations and competitive risks weighed on s...

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Oracle: September 10 Will Make Or Break The Bull Case 

Oracle Corporation maintains a Buy rating as execution hinges on resolving infrastructure delivery constraints, notably a pipeline tied to Project Jup...

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Trump Bought Dividend Stocks And Dumped AI (The Real Story) 

President Trump's June stock disclosure reveals a major rotation from dividend ETFs like VIG into individual dividend stocks, totaling significant rea...

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