When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
Alex Sirois When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.
Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that should give anyone…
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter…
Alex Sirois Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether this late move can rival his legendary Apple trade depends on something…
Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus…
Alex Sirois Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company has quietly positioned itself to own that shift before the market noticed.
Alex Sirois Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost…
The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22…
Alex Sirois A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal…
At 95, Warren Buffett just revealed he personally drove one of Berkshire's most surprising recent bets, and his explanation raises bigger questions about where a $380 billion cash pile goes next.
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss…
Berkshire Hathaway just built or expanded positions in an airline, a mega-cap platform, and a battered homebuilder during the same quarter, and the reasoning behind each pick reveals where patient institutional money…
Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.
Meta is pouring hundreds of billions into AI data centers while its stock sits well below its recent highs and insiders quietly sell shares every week. The gap between that spending ambition…
Vandita Jadeja 
