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24 Apr 2026 2 minute read 0 comments Perfectionist25
AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...
20 Mar 2026 4 minute read 0 comments Perfectionist25
As of today, all MAG7 stocks are experiencing a negative year. However, they aren't all falling for the same reason. They aren't facing the same stress, and they won't all emerge with the same results. The market is currently asking MAG7: when and ho...
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...
