Tag: Stocks
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MiniMax, a $40 billion Chinese AI startup, just dropped its most powerful model yet. M2.7 claims to be one of the best models in the world, but it flopped in my testing… Round #1: How Bad Is the Damage from the Iran War? This morning on Bloomberg, I heard that…
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+ AI, Artificial Intelligence, Books, China, Finance, Food, Health, LLM, Open source, Stock Market, Stocks, Travel, Venture Capital, Writing+
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“You can’t do well in investing unless you think independently. The truth is you are neither right nor wrong because people agree with you. You’re right because your facts and reasoning are right. In the end, that’s what counts.” – Warren Buffett Since I was a kid, Warren Buffett has…
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+ Berkshire, Buffett, Entrepreneur, Finance, Investing, Personal finance, Reading, Stock Market, Stocks, Warren Buffett+
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Google recently dropped Gemini 3.1 Pro. Google says it’s the most powerful model ever, but it flopped in my testing. This morning I ran 3.1 Pro through a three-round test. I asked it real questions I need the answer to. Let me show you where this model falls short… Round…
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+ AI, Artificial Intelligence, ChatGPT, gemini, GOOG, Google, Grok, LLM, Silicon Valley, Stock Market, Stocks, Tech, Technology+
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RackSpace trades at 0.2 times sales right now. Yes, you read that right. The markets hate SaaS today. This morning, I found three of the most beaten-down SaaS companies out there. Everyone is convinced that AI will kill SaaS. This means that you can pick up these stocks for next…
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With tariffs and growing authoritarianism, Apple has every reason to leave China. So why doesn’t it? China has several critical advantages. In Apple in China, Patrick McGee shows us why Apple isn’t leaving any time soon. “There’s no way that they could diversify from China in any meaningful way within…
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Will America strike Iran? How big will Elon’s SpaceX IPO be? Today, I trolled Polymarket to find the most mispriced bets. Here are three of the most interesting markets now… US Strikes on Iran Our carrier strike group is in position to attack Iran. Will it happen? If so, when? …
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Jensen Huang built NVIDIA over 33 years into the world’s most valuable company. Here are 3 of his management secrets you can use today… 1. Flat Org Structure. NVIDIA’s structure is very flat. Jensen has around 60 direct reports. This is probably an order of magnitude more than most CEOs. …
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+ AI, Artificial Intelligence, Entrepreneur, Finance, Investing, Money, NVDA, NVIDIA, Silicon Valley, Stocks, Tech, Technology+
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Are you getting a lot of no’s from investors? Maybe you’re pitching the wrong people. Here’s how to find the right investors for you…. Different investors specialize in different parts of the market. You need to find the investors that focus on companies like yours. What’s Their Sweet Spot? First,…
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+ Business, Entrepreneur, Finance, Founders, Investing, Money, Personal finance, Silicon Valley, Stocks, Venture Capital+
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This week, Buffett announced he’s “going quiet.” No more letters in the annual report, no more Q&A at the shareholder meeting. In a poignant message, Buffett reflected on his life and building Berkshire. “I was late in becoming old – its onset materially varies – but once it appears, it…
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+ Business+ Berkshire, BRK, Buffett, Finance, Investing, Money, Personal finance, Stock Market, Stocks, Warren Buffett+
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$13 million — that’s my median entry price this year. In the hottest market ever, I’m watching valuations carefully. Here’s why… Behind the Scenes In My Portfolio First, let’s take a peak inside my portfolio and see what I’ve been paying, year by year: These deals are almost all seed…
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+ Angel Investing, Business, Entrepreneur, Finance, Investing, Silicon Valley, Startups, Stocks, Tech, Technology, Venture Capital+
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Tremendous 