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Why I Put 75% Of My Retirement In Infrastructure Assets
Most investors allocate most of their assets to equities and fixed income. I think that infrastructure investments offer better risk-to-reward. I disc...
Palantir Technologies: 53% Revenue Growth Vs. "Rich" Valuation
Is Palantir Technologies (PLTR), the $328 billion AI and data analytics giant, a buy, hold, or sell? Find out why the Quant system is cautious despite explosive growth and 24 positive earnings revisions in this episode of 2-Minute Analysis.
Alphabet Quietly Entered A Multibillion-Dollar Market Last Week
March has been a breakthrough month for AI. Perplexity's launch of Personal Computer and Claude Cowork's local file management abilities have taken ce...
Micron's Stock Epitomizes Overextrapolation Of Cyclical Gains
Micron exemplifies how explosive, cyclical earnings from supply-demand imbalances are being mispriced as permanent by the market. MU's current parabol...
Why Credo's Selloff Is A Massive Gift
Credo Technologies is a leading supplier of active electrical cables for AI data centers, posting 201% YoY revenue growth in Q3. Despite a recent 20% ...
There Is No De-Escalation
