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The AI Arms Dealer: Nvidia’s Path to $5 Trillion and Beyond
/ Best Stocks, Market Analysis

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
Why the AWS Outage was Good for Amazon’s Stock Price

Why the AWS Outage was Good for Amazon’s Stock Price

Amazon’s latest outage exposed its systemic importance: when the internet falters, the market still bets on AWS.

October 21, 2025
Alphabet’s $3 Trillion Milestone: Profit-Taking or Holding for the Long Game?

Alphabet’s $3 Trillion Milestone: Profit-Taking or Holding for the Long Game?

Alphabet’s $3 trillion valuation isn’t just about ad dollars - it sits at the center of an AI-powered panopticon.

September 16, 2025
Apple at $3.5 Trillion: Innovation, Loyalty, or Just Buybacks?

Apple at $3.5 Trillion: Innovation, Loyalty, or Just Buybacks?

Apple’s valuation now rests on a delicate balance between financialization and its ability to monetize loyalty.

September 10, 2025

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