Tag: Stocks
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Google recently dropped Gemini Personal Intelligence. Gemini can now pull info from your Gmail, Photos, YouTube and more. It has incredible capabilities, but also surprising flaws. This morning, I put Personal Intelligence through a three-round test… Round #1: Travel Planning I started with something easy: planning my trip to Japan.…
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+ AI, Artificial Intelligence, ChatGPT, gemini, GOOG, Google, LLM, Openclaw, Silicon Valley, Stock Market, Stocks, Tech, Technology, Writing+
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SaaS stocks are the cheapest since the Financial Crisis, trading at 4x ARR. Markets think everyone will vibecode their own CRM. Here’s why they’re wrong… Markets Move Toward the Most Efficient Outcome In a free, competitive market like the United States, markets tend toward the most efficient outcome. Imagine two…
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+ AI, Business, Finance, Investing, SaaS, Silicon Valley, Startups, Stock Market, Stocks, Technology, Venture Capital+
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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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Tremendous 