I AM BUYING: $ARM (ARM Holdings PLC)
- Arm Holdings is shifting from licensing smartphone CPU architectures to selling finished Arm AGI CPUs for data centers. The competitive moat includes an installed base of 350 billion chips, extreme energy efficiency, and an ecosystem of 22 million developers.
-... Show More
Why Are U.S. Long-Term Bonds Hitting New Highs, Yet U.S. Stocks Refuse to Fall?
Actually, U.S. stocks have fallen—just look at the Dow Jones Industrial Average, which has already pulled back by 6.5%. It’s just that we barely feel any chill in our portfolio because the vast majority of our holdings at... Show More
The "AI Pause" is a Lie. We Need More Compute Just to Keep AI Safe.
Anthropic CEO Dario Amodei recently published an article proposing frontier AI labs slow the pace of advancing state-of-the-art capabilities so safety research can catch up, a sentiment echoed by Sam Altman and Elon Musk.... Show More
My new purchase: $GOOG (Alphabet)
- Alphabet still lives on ads around Google Search and YouTube. Google Services is about 85% of sales (Search, YouTube, Android, Chrome, Google Play, Pixel). Google Cloud is about 15%. Waymo and Other Bets are small. Revenue rose from about USD 90bn in 2016 to more... Show More
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Sat Oct 10 2026 08:43:25 GMT+0000 (Coordinated Universal Time)