Meta's AI spending looks aggressive on the surface, but the real threat to shareholders hides in a quieter corner of the balance sheet that Alphabet's louder capital raise actually obscures.
Alex Sirois Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock…
Alex Sirois Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but…
Joey Frenette Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall…
AJ Tiarsmith DJT shares are taking another hit while the broader market climbs, and the pile of political and regulatory pressure building against Trump Media suggests today's drop may be the least of shareholders'…
Eric Bleeker The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot…
Vandita Jadeja Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%.…
Vandita Jadeja VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the…
Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a…
Vandita Jadeja Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.
Vandita Jadeja AppLovin just posted its fourth straight earnings beat while the stock sits nearly 40% below its peak, and the tension between that contradiction points to something unusual happening inside this business.
Vandita Jadeja CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the…
Alex Sirois Meta's earnings just cratered free cash flow by over 90% and broke a six-quarter winning streak, yet nearly every analyst on Wall Street refuses to downgrade the stock. The reason why reveals…
Alex Sirois Kenneth Griffin built a $60 billion empire by finding the cleanest risk-reward setups in mega-cap tech, and his playbook treats NVIDIA, Tesla, and Meta very differently than the crowd does right now.
Vandita Jadeja 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 
