Amazon's Zoox is moving fast into two cities where Tesla has staked its autonomous future, and the gap between their timelines is closing in ways that should alarm anyone holding TSLA stock.
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Joel South A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single…
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and…
Joel South Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could…
Rivian raised its delivery outlook and posted improving margins, yet a quiet detail buried in the CFO's remarks on the last earnings call could make the second half look far worse than…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a…
Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind…
Alex Sirois Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.
Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI…
Eric Bleeker Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about…
MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips has been quietly printing gains while sending monthly cash. The structure is…
Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already…
Joel South 
