My stock of the year for 2025 is the health insurer $CI (latest closing price $281.86). They have a reliable, steady business model, that is more predictable than most of their peers. The entire industry has become less cyclical, but $CI is even less cyclical
I believe AI is a negative for tech companies that make money from ads - There will be greater competition from new players like OpenAI - AI is a massive additional cost, even in a world where they keep the same ad dollars they otherwise would have gotten
So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.
Lay’s is America’s top-selling brand of potato chips. Its maker doesn’t think it has been clear enough to consumers the chips are made with farm-grown potatoes.
Pretty amazing that there isn't a single post in my Bluesky feed about the peace deal, while my Twitter feed is 90% filled with Israel/Hamas. The tribalism is insane
A DEI professor at a Canadian university thinks synagogues are fair game. She has since deleted her account. This is what the more educated people in the Free Palestine movement want to do to Jews. Never mind the common man
Nvidia, the world’s dominant maker of artificial intelligence chips, said on Thursday that it would invest $5 billion in its struggling rival, Intel, a deal that illustrates how booming demand for A.I. is reshaping the global technology industry.
If financing GPUs is such a great biz model than why not do it yourself once you can. $ORCL basically added the market cap of OpenAI on the OpenAI deal. It's hard for me to put a large multiple on these earnings because it's essentially a one time financing deal, albeit a multi year financing deal
