$AMD is embedding itself into Meta through a multi-generational deployment, signaling a deeper strategic partnership beyond simple sales 1.
Anthropic’s latest conference acts as a “reprieve” for software stocks, signaling a potential turning point for the sector’s sell-off. The shift is from “replacement” to deep integration and co-development with existing SaaS vendors, seen with financial data powerhouses like FactSet, S&P Global, and LSEG building plugins for Claude12.
Tempus AI ($TEM) shows strong growth across the board, despite an EPS miss attributed to heavy capex in AI/compute. ASP saw a +$40 QoQ lift to $1,640 in Q4, with management projecting an additional +$500 ASP lift in 2026 20.
A disconnect feels awry when comparing $QQQ, $BTC, and $IGV. This divergence warrants revisiting later this year 10.
Investors need to prioritize traditional media for investment insights. Their content isn’t curated for viewer preference, offering a way to break free from information cocoons. For instance, WSJ had reported structural supply shortages for $3110.jp before its rally 2.
The true test of research depth only surfaces when a stock pulls back. Too many investors are just buying a ticker, not the underlying company, leading to panic when “Mr. Market” starts shouting lowball offers 19.
Memory stocks should not be evaluated on a P/E basis 17.
SoFi is currently one of the most straightforward buys in the market, with the stock re-establishing itself above $19 after hours 13.
Investing in Palantir ($PLTR) is a game of perception. Its true value lies in its underlying engineering capabilities and efficient delivery in complex environments, making it indispensable for the US military and top financial institutions, far beyond a simple “mineral water” valuation 22.
Mercadolibre ($MELI) is experiencing after-hours fade due to ongoing margin compression. An additional up to -500 bps is expected in 2026, driven by strategic investments in lowered free-shipping thresholds, 1P expansion, and cross-border international fulfillment 24.