The market is cooling down. I have completely exited $AMD (Advanced Micro Devices Inc) after an amazing 5x run in approximately two years. As an investor, I believe part of the edge is recognizing when the market reaches an inflection point and being willing to rotate before everyone else does.
Now it... Show More
$GRAB (Grab Holdings Ltd) CEO Anthony Tan reportedly bought $30M in shares, and the COO added $800K, a strong confidence signal after a rough stretch for the stock.
There are countless reasons to sell a stock; buying means you believe it’s underpriced.
I bought more today too. Let’s go. $GRAB... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Recent $GRAB (Grab Holdings Ltd) price action shows the market is still focused on execution risk, especially after the $1.49B Atome deal. That skepticism is understandable: BNPL, consumer credit, and financial services bring regulatory, integration, and credit-cycle risks.
But the bigger picture remains... Show More
I think a red flag people should look out for when choosing whom to copy is the number of open positions that popular investor is holding.
Since we are still talking about singular investors and not 50-person hedge funds, the attention one has can only be divided so much. I personally have found my upper... Show More
Grab’s recent price weakness has not changed my investment thesis because the underlying business continues to move in the opposite direction. Revenue grew 24% year over year in the first quarter, management maintained its 2026 outlook, and both mobility and delivery are strengthening their leadership... Show More
The market’s view of Meta has changed sharply: after months of treating its AI spending as a threat to margins and free cash flow, investors are beginning to see the same infrastructure as a monetizable asset. The stock has just recorded its strongest week since February 2024, supported by plans to commercialize... Show More
Bloomberg reported that $META (Meta Platforms Inc) is looking to build a cloud business to sell excess AI compute. If this turns out to be accurate, it would be a meaningful development.
It gives a clearer path to monetizing some of the heavy infrastructure spending they’ve been doing. It also starts... Show More
Saw the update on the $PLTR (Palantir Technologies Inc.) and $NVDA (NVIDIA Corporation) partnership. Palantir is clearly an exceptional business and the integration with Nvidia should help them in AI-related enterprise work. Even after the pullback, it’s still trading at pretty exceptional multiples... Show More
Markets have felt pretty split lately. A lot of the big tech names that led for years have been under pressure, while some of the more beaten-down areas are starting to get a bit more attention. It’s the kind of environment where sentiment can shift quickly depending on the next few data points or headlines.
As... Show More
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Tue Oct 13 2026 09:32:18 GMT+0000 (Coordinated Universal Time)