The best AI company (kind of) you've never heard of: Ajinomoto Co.
When you think of AI, you obviously think of Nvidia, Google, ChatGPT and all the other big names. Then you might think of the chip makers like TSMC and Samsung. Those of us looking even closer might look at memory as well, a nice... Visa mer Översätt
I don't post things like this for fun. I've been warning about Adobe for the best part of a year. There are some brilliant PIs caught up in this fiasco of a company. I can't blame them, as the company is painting a picture that simply isn't reality. I blame Adobe. In my opinion, they... Visa mer Översätt
⚠️ I want to issue a warning about Adobe because I do not want to see people caught out.
But first, a little caveat. There are some excellent investors holding Adobe here, some of whom I am friendly with, so I always hesitate to heavily criticise stocks that people hold with high conviction for fear... Visa mer Översätt
Another strong reaction to the US going hot in Iran. Tradable, but ultimately unimportant. This is the new normal, we're going to have to wait for the markets to catch up to that.
I initially thought this might be a short affair myself when it kicked off in February. Then I read the US 2026 National... Visa mer Översätt
🚀 AI Mania Powers Markets Higher as Investors Throw Money at Anything With a Chip
If you thought the AI boom was starting to cool off, today's market action suggests otherwise. Investors have once again demonstrated that mentioning artificial intelligence in a press release remains one of the fastest... Visa mer Översätt
I have been talking about Tesla and the upcoming SpaceX IPO recently, and I keep reading rumours about the two companies merging. Rumours are rumours, but it pays to keep your ear to the ground in situations like this, as if they turn out to be true, they could change the game entirely.
I asked ChatGPT... Visa mer Översätt
I think Tesla is one of the most dangerous shorts you can get involved with. It is fundamentally misunderstood by almost all retail and many institutional traders, and is subject to wild and often insanely inaccurate media spin. Remember the Lidar video, or the claims that they were failing in Europe?... Visa mer Översätt
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Thu Jun 18 2026 17:01:14 GMT+0000 (Coordinated Universal Time)