Is the Market Flashing Red?
Warren Buffett isn’t a market timer. Never has been, never will be. Instead, he’s a value hawk, someone who circles the skies looking for bargains and only swoops in when the numbers justify it. In his 1994 letter to shareholders, Buffett put it plainly: “We try to price, rather than time, purchases.”
That simple principle explains why he often appears to be doing… well,
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66% Upside In Asian Ride-sharing Stock?
Grab Holdings has evolved into Southeast Asia’s leading super-app with operations spanning ride-hailing, food/grocery delivery, and financial services.
Growth momentum has been strong, particularly since 2023 which was a pivotal year when Grab hit its first quarterly profit. That took place in Q4 2023 on $653 million revenue, up 30% year-on-year.
Under the hood,
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75 Billion Reasons To Own Google
Alphabet (Google’s parent) has significantly ramped up research and development spending in recent years. In 2022, Google spent about $39.5 billion on R&D, which jumped to $45.4 billion in 2023. This ~15% increase was driven largely by higher personnel costs (adding thousands of engineers) and one-time charges like office space consolidation.
R&D now represents roughly 15% of Google’s annual revenue,
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Are Only 2 Stocks of Stan’s On Sale?
Stanley Druckenmiller has an exemplary history and track record trading so we wanted to investigate whether any opportunities leap out in his current portfolio.
Which positions, if any, are underwater? And are there any diamonds in the rough now that are on sale?
In Druckenmiller’s Duquesne Family Office there are 75 stock positions as of September 30,
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Could BigBear.ai Stock Really 3x?
BigBear.ai (NYSE: BBAI) has all the buzzwords that investors love these days AI, defense, government contracts but does that make it a great investment?
Some traders are hoping the stock will 3x but as any seasoned investor knows, hope isn’t a strategy. If you’re wondering what it would actually take to get there,
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Read MoreThe Burst
Is Archer Aviation the Next Breakout Stock?
Palantir Technologies (NYSE: PLTR) has become one of the most talked-about names in artificial intelligence and not just because of its work with governments and Fortune 500s.
Investors have started to view a Palantir partnership as something of a credibility stamp. So when the company joined forces with a lesser-known player like Archer Aviation (NYSE: ACHR),
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Read MoreThe Spotlight
Palantir’s Path to $10 Billion: Can This AI Giant Keep Growing?
Palantir Technologies (NYSE: PLTR) has emerged from a growth slowdown into a phase of reaccelerating revenue and improving profitability in 2024-2025. After a modest ~17% revenue growth in 2023, Palantir’s top-line expanded by 29% in 2024 to $2.87 billion, buoyed by rising demand for its data analytics and AI platforms.
The company also achieved GAAP profitability,
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Read MoreThe Daily
Trump ratchets up US-China trade war with new levies, export controls
By Trevor Hunnicutt
WASHINGTON (Reuters) -U.S. President Donald Trump on Friday said he was raising tariffs on Chinese exports to the U.S. to 100% and imposing export controls on “any and all critical software” in a reprisal to recently announced export limits by China on rare earth minerals critical to tech and other manufacturing.
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