/ AI stocks


Why Apple’s AI Caution May Become its Advantage
/ Market Analysis

Why Apple’s AI Caution May Become its Advantage

As tech giants race to outspend each other on AI, Apple’s restraint could prove to be its most valuable innovation yet.

November 06, 2025
Palantir Unbound: The Tension Between Fundamentals and FOMO

Palantir Unbound: The Tension Between Fundamentals and FOMO

Michael Burry’s sizable put options on PLTR suggest cautious skepticism, even as the stock’s memetic narrative fuels speculative buying.

November 04, 2025
Figma Down 54%: Can AI Save the Story?

Figma Down 54%: Can AI Save the Story?

Three months after its blockbuster IPO, Figma’s stock has tumbled 54%, but a $200 million AI acquisition could redefine its future.

October 31, 2025
The AI Arms Dealer: Nvidia’s Path to $5 Trillion and Beyond

The AI Arms Dealer: Nvidia’s Path to $5 Trillion and Beyond

Many AI companies may fail, constituting a bubble burst, but Nvidia remains the central beneficiary of coordinated worldwide AI commitments.

October 30, 2025
Alphabet’s Paradox: Why Google’s Decay Strengthens its Dominance

Alphabet’s Paradox: Why Google’s Decay Strengthens its Dominance

Behind Alphabet’s AI expansion lies a deeper business model: Control-as-a-Service (CaaS).

October 29, 2025

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