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30 Jan 2026 4 minute read 0 comments Perfectionist25
Intel is the only company capable of both designing chips and manufacturing cutting-edge semiconductor chips on American soil as an American company. Chip manufacturing is as strategic for the US as nuclear weapons capability. Intel is America's only...
9 Jan 2026 4 minute read 0 comments Perfectionist25
OKLO may be priced like a nuclear company today, but what it's actually building is AI-enabled infrastructure for the energy age. While the market is still preoccupied with short-term questions like whether Aurora reactors will be licensed and whethe...
14 Dec 2025 3 minute read 3 comments Perfectionist25
Sometimes a single sentence can shake the world's minds. Last week, Elon Musk's speech at the US-Saudi Arabia Investment Forum in Washington, D.C., was headlined with just such a statement: "Work will be optional in the future." The true subtext of t...
12 Dec 2025 3 minute read 0 comments Perfectionist25
What I've shared in this article are entirely my own thoughts. Please keep this in mind while reading. If you have a different perspective, criticism, or point you'd like to add, I'd be happy to see it in the comments. I've looked at ORCL's balance s...
11 Dec 2025 3 minute read 0 comments Perfectionist25
Amazon, like its Magnificent Seven (Mag7) competitors $NVDA, $GOOGL, and $MSFT, failed to achieve the anticipated boom over the past five years. For investors, this process has become a story of restructuring plagued by capital efficiency issues rath...
3 Dec 2025 1 minute read 0 comments Perfectionist25
Although US indices started December on a sell-off note, they closed well above their intraday lows on Monday. The S&P 500 closed 0.5% lower on Monday, but the energy, technology, and non-essential consumer sectors remained positive. In short, sales...
21 Nov 2025 2 minute read 0 comments Perfectionist25
Despite the pressure from trade restrictions with China, Nvidia maintained its leadership in AI chips, once again posting results that exceeded expectations. Nvidia, which has become a virtual "industry barometer" for understanding the trajectory of...
14 Nov 2025 3 minute read 2 comments Perfectionist25
Because he conducted a study unlike any other, examining numerous mortgage-based security (MBS) files to determine the default rates. Observing the upward trend in default rates, Burry predicted the system would eventually collapse. Furthermore, Burr...
3 Nov 2025 5 minute read 0 comments Perfectionist25
Last week, we discussed the Federal Reserve's interest rate cut. A ceasefire has begun in the trade war between China and the US. Many companies' balance sheets have arrived. It was a rather chaotic week, but the most important story of the week wasn...
22 Sep 2025 2 minute read 0 comments Albertocrypto
Perhaps the biggest outcome of the latest US-China trade talks is China's growing confidence in its domestic technology. Alibaba (BABA) and Baidu (BIDU) saw their shares rise this week following news of artificial intelligence breakthroughs and trade...
