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Meta Is About to Become Mega Cloud Operator

The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145 billion. That…

Rich Duprey · 1 month ago

Amazon’s AI Bet is Already Starting to Pay Off

AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead…

Alex Sirois · 1 month ago

Legendary Investor Warren Buffett Is Resigning as Berkshire Chairman

Markets have become accustomed to corporate leaders eventually moving on, but few departures carry the weight of Warren Buffett leaving the chairman’s office at Berkshire Hathaway (NYSE.BRK-A | BRK-A Price Prediction)(NYSE:BRK-B). Buffett has been…

Rich Duprey · 1 month ago