My Thoughts on Current Events
15 Jul 2026 2 minute read 1 comment Perfectionist25
Occidental Petroleum Corp ($OXY) President and CEO Richard A. Jackson purchased 4,770 shares of common stock for a total of $249,852 at $52.38 per share. Following this purchase, Jackson now directly owns 444,098 shares of OXY common stock and an add...
14 Jul 2026 1 minute read 0 comments Perfectionist25
Investing in companies building the humanoid robots of the future, such as Figure AI, Dyna, Apptronik, Dexmate, StandartBots, and Path Robotics, has until now been the exclusive domain of billionaires and large funds. However, the evolution of new fi...
13 Jul 2026 1 minute read 0 comments Perfectionist25
UBS has revised its forecast for the global security and safety market upward, stating that cybersecurity spending will continue to increase in the coming years due to rising cyber threats, the rise of artificial intelligence, and stricter regulation...
12 Jul 2026 1 minute read 1 comment Perfectionist25
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
8 Jul 2026 1 minute read 0 comments Perfectionist25
Before I start my lines, I would like to start with a quote from Jesse Livermore, one of the greatest traders in history:“Only trade when the market is clearly bullish or bearish.”— Jesse Livermore, Memoirs of a Stock Speculator We are all social bei...
7 Jul 2026 3 minute read 1 comment Perfectionist25
T1 Energy is a US-based clean energy company focused on the production of domestic solar panel and battery technologies. T1 Energy specializes in producing next-generation, high-efficiency solar panel cells and modules, known as TOPCon, which experie...
6 Jul 2026 2 minute read 0 comments Perfectionist25
The strategic agreement announced between $MU and Anthropic consists of four main components: 1. Memory and Storage AI Architecture Design Collaboration The two companies will work together to optimize Micron's HBM, DRAM and SSD products for the trai...
4 Jul 2026 4 minute read 0 comments Perfectionist25
$LITE | Lumentum has become one of the most compelling stories in the second-tier AI infrastructure race in semiconductors; the first being GPU, CPU, and memory. Everything I'm writing now is based on my personal readings and inferences. Therefore, y...
3 Jul 2026 2 minute read 0 comments Perfectionist25
The most recent list of stocks with "Strong Buy" and "Buy" signals from top analysts, whose annual returns have shaken the market, and their critical justifications in the data centers, AI infrastructure, and renewable energy sectors, have been revea...
2 Jul 2026 2 minute read 0 comments Perfectionist25
Modine Manufacturing (NYSE: MOD), founded in 1916, is a US-based thermal management technology company. Initially known for its automotive radiators, it has radically transformed its business model in recent years, focusing on data center cooling, HV...
