Yahoo Finance

Apple vs. The M6: Why the "Growth" Narrative is a Mathematical Trap

I’ve watched investors dump Apple $AAPL lately to chase the "Magnificent 6" euphoria. They’ve fallen for a simple narrative: "Apple doesn't grow anymore." But after diving into the … Show More

Tesla's advantages are getting stronger. Here's what I'm watching.

Tesla $TSLA is one of the most extraordinary companies ever created, and it keeps getting more interesting every year. Yes, the company makes electric vehicles (EVs). But what it’s really… Show More

$4.7 Trillion on the Sidelines: The Massive "Cash Wall" Waiting to Fuel the Next Multi-Year Bull Run

If you look at this Goldman Sachs chart, there is a specific detail that most people miss: why every line starts at exactly $0 in 2019. This is a Cumulative… Show More

Intel is priced for an overoptimistic recovery

Intel $INTC still has scale, engineering depth and strategic relevance, but the share price assumes a quality of recovery the business has not yet proved. I think the market is giving too much credit for higher… Show More

Starlink Owns the Sky — Verizon Owns Everything Under It

Verizon's $VZ pullback from $52 looks like a casualty of the Starlink narrative. The structure of price suggests the market may be misreading the threat.

The headlines have not been kind to Verizon… Show More

AMD: Short-Term Overvalued, Long-term Bullish

Short term, $AMD appears slightly overvalued. But over a 3–5 year horizon, I remain bullish and maintain a +$350 price target because AMD is increasingly positioned as one of the core enablers of the AI infrastructure… Show More

Taiwan Semiconductor: It's not just a pure-AI play

Taiwan Semiconductor $TSM has been swept up by the AI hype wave, but I fully believe that if you are buying this name, you shouldn't worry about the AI hype fading, as this is one to essentially buy-and-hold… Show More

Picking among the tech wreckage, I like $MSFT Microsoft

Tech stocks are looking like 2022 again. Software is down and many stocks are being counted out.

$MSFT Microsoft is among the worst hit, down by nearly one-third from its August 2025 high. I know the… Show More

Tesla still looks wildly overvalued

Tesla $TSLA still trades as if growth, margin recovery and optionality can all arrive with little friction. I think that view misses the weight of dilution, overstates how much better mix can do for profits and barely… Show More

Market Volatility vs. Geopolitical Noise: Why Time is the Ultimate Arbitrage

Looking at the recent history of the S&P 500 through the lens of geopolitical shocks; from the Pearl Harbor attack in 1941 to the more recent events in early 2026, one pattern… Show More