Yahoo Finance

I Was Wrong About Moderna

Politics is making Moderna $MRNA an impossible investment.

Before this decade began, I offered three predictions for the 2020s. The third was that DNA would become a programming language. That can still happen, just not in… Show More

Rockwell Automation Next Growth Cycle Ahead

Rockwell Automation $ROK entered fiscal 2026 with a surge of momentum, delivering a stronger-than-expected quarter that underscores the accelerating adoption of industrial automation across global supply chains.… Show More

$SNAP Made Money for the First Time Ever

But the Stock is Still Down 44%! $SNAP SNAP is pivoting to profitable growth. They saw their first GAAP profit, 59% gross margin, and did a $500M buyback. But their Q1 guide missed. Plus, the Perplexity deal was… Show More

Hi friends! What stock is your biggest holding and why? Would love to hear your perspectives!

Alphabet’s valuation is hard to justify

Alphabet is priced as if almost everything goes right at once. At about $338 a share, the market values the business at roughly $4.1 trillion. That is not automatically wrong. Alphabet owns one of the strongest consumer… Show More

AMD’s AI promise is real

But the valuation is too high. At US$236.73 a share, Advanced Micro Devices, Inc. is being valued as if the next few years will be both exceptional and unusually clean. I do not think the numbers add up. The business is improving,… Show More

McKinsey states which sectors are the most AI resistant!

I was reading an interesting document, "Agents, robots, and us: Skill partnerships in the age of AI" from McKinsey (published late 2025) and after reading all the technicalities, I could get some… Show More

Amazon $AMZN is taking a correction, like most of big tech.

I have been saying for a year that AWS gets spun out at some point. I think that happens by next year, 2028 at the latest. That unlocks a ton of value and allows cloud/ai to be one company, while… Show More

Should You Buy Silver $SLV Now?

Silver prices are the hot topic now. You see it on all financial news outlets.

We don't blame them.… Show More

Walmart $WMT Will Miss Doug McMillon

At the end of last month, the best American merchandiser of this century retired, and hardly anyone noticed.

I suspect that was his intent.… Show More