Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.
Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of runaway spending and the possibility that Andy Jassy is executing the same…
Joey Frenette Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the most strategically valuable assets on the internet right now. But super-voting insiders…
Trey Thoelcke Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail shapes every investment decision I make heading into a critical August earnings…
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point…
Alex Sirois Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has almost nothing to do with Amazon's business. The real story is buried…
Omor Ibne Ehsan SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.
Douglas A. McIntyre While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a…
Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a…
Trey Thoelcke AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.
Four years is enough time for the right platform businesses to compound into life-changing returns, but the window to buy them cheaply is closing fast as AI infrastructure spending shifts from experiment…
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the…
David Moadel Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what…
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
Joey Frenette Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for…
