The Full Ledger

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Page 649

Buy, Sell or Hold: My View On Microsoft As AI Capex Costs Rise

Microsoft has fallen 20% this year while its AI business accelerates at a triple-digit clip and its commercial backlog swells past half a trillion dollars, which raises an uncomfortable question about whether the market…

Alex Sirois · 3 months ago

These Nvidia-Backed Darlings are Great Dip-Buys, Say Pros

Jensen Huang has been placing bold bets on optical connectivity firms that could define the next chokepoint of the AI race, and a recent market pullback may have just handed investors a rare entry…

Joey Frenette · 3 months ago

Tesla Stock Isn’t Cheap Anymore. Buy, Sell or Hold?

Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future…

Vandita Jadeja · 3 months ago

Is AI Running Out Of Money?

Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate…

Douglas A. McIntyre · 3 months ago