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Despite $NVIDIA (NVDA.US)$ posting yet another quarter of blockbuster earnings and guidance, the broader market's reaction has been telling. An underlying anxiety regarding the sustainability of massive AI capital expenditures is capping enthusiasm, dragging down the broader market and specifically punishing the once-invincible AI concept stocks and semiconductor darlings. Conversely, we are witnessing a powerful rotation...
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After years of paying up for “pure AI,” Wall Street’s newest rotation has a four-letter name: HALO—Heavy Assets, Low Obsolescence—a shorthand for businesses that can’t be disrupted by a prompt and tend to hold strategic value in the real economy.
In 2026, that HALO lens maps almost perfectly onto one of the biggest AI buildout’s constraints: electricity. As large-model iteration accelerates and data-center footprints scale faster th...
In 2026, that HALO lens maps almost perfectly onto one of the biggest AI buildout’s constraints: electricity. As large-model iteration accelerates and data-center footprints scale faster th...
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$Microsoft (MSFT.US)$
I see many people think the sell-off is ridiculous but I don’t see anything wrong with the valuation.
It has two problems:
- 45% of Azure backlog is from OpenAI
- AI is undermining its software business
First things first, I don’t think its software business will be disrupted by AI.
Its tools are not complex enough to warrant standalone AI applications to replace them. This is the case for Adobe for example but not fo...
I see many people think the sell-off is ridiculous but I don’t see anything wrong with the valuation.
It has two problems:
- 45% of Azure backlog is from OpenAI
- AI is undermining its software business
First things first, I don’t think its software business will be disrupted by AI.
Its tools are not complex enough to warrant standalone AI applications to replace them. This is the case for Adobe for example but not fo...
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$Salesforce (CRM.US)$
The quarter was largely inline.
Growth is still around 10%,
and SaaS multiples remain compressed.
The interesting part is AgentForce.
ARR is up nearly 170%,
with expansion mostly from existing customers.
The quarter was largely inline.
Growth is still around 10%,
and SaaS multiples remain compressed.
The interesting part is AgentForce.
ARR is up nearly 170%,
with expansion mostly from existing customers.
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Ttowbin23 : great information
dsanchez39 : hello
tsla trader : $iShares Silver Trust (SLV.US)$....
gold and silver price are suppressed and manipulated by the bullion banks ?
the day of reckoning is here, holding physical gold and silver will be the norm,
cme never had system failures, it had two system failures to coincide with silver spike, silver coins are sold out, physical silver will win , hang on to your physical silver !
#xag #pslv #slvr
Slay2dudes : ok