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Joel South

Microsoft’s AI Moat Holds up Even After the OpenAI Reset

Microsoft’s AI moat is wider than the headlines suggest. On April 27, Microsoft and OpenAI announced revised partnership terms that loosened the exclusivity that once defined the relationship. OpenAI can now offer its API…

Joel South · 4 months ago

Why AMD Can Stay Hotter Longer Than NVIDIA

AMD (NASDAQ: AMD | AMD Price Prediction) and NVIDIA (NASDAQ: NVDA) both just delivered the kind of quarters that make me grin at my screen. AMD posted $10.27 billion in Q4 revenue, up 34.1%…

Joel South · 4 months ago

Suze Orman Says Put 50% in VOO. Here’s Why She’s Right

On a recent episode of her Women & Money podcast, Suze Orman fielded a listener letter from someone named Rachel worried her portfolio was too concentrated. Orman’s response cut straight to the point: “Put…

Joel South · 4 months ago