Netflix: The Pendulum Swings Back
The market was certain Netflix was broken in 2022, certain...
Buffett Reveals the $31 Billion Alphabet Bet Was His Call: Full CNBC Interview Transcript (July 2026)
Everyone read Berkshire's Alphabet stake as Greg Abel's mark on...
The $100k Stock Market Shopping List (July 2026 Edition)
A reader asked which stocks I'd buy today with a...
Meta’s Five-Week Flip, and Why I’d Watch the Neoclouds
As recently as late May, Meta had no plans to...
Shopify Deep Dive Part 1: The Falling Margin That Fooled Everyone
This is the first of a three-part deep dive on...
The Memory Chip Boom, and Why I’m Not Chasing It
There's a generational buildout going on right now, and big...
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