(TEM), (ILMN) Last weekend, my daughter, the computer science whiz studying at UC, called me with a question about healthcare AI companies for her investment project. "Dad, my professor says these healthcare AI stocks are just cash incinerators with no path to profitability," she explained. "Should I avoid the whole sector?" I was cutting vegetables
Oracle Financial Services Supercharges Investigation Hub with AI Agents, Revolutionizing Financial Crime Detection In a significant leap forward for financial crime prevention, Oracle Financial Services has unveiled a major enhancement to its Investigation Hub Cloud Service, integrating a powerful suite of artificial intelligence (AI) agents and agentic workflows. This advancement promises to dramatically accelerate and
(AVGO), (MSFT), (AMZN), (GOOG), (META), (INTC), (MRVL) The panicked messages flooded my inbox last week as tech stocks took a nosedive. One subject line simply read: "BROADCOM - SELL NOW???" Another longtime reader called me at 5:30 AM (clearly forgetting about time zones) asking if the AI bubble had finally burst. His portfolio was bleeding
In the burgeoning landscape of artificial intelligence, where massive foundation models (FMs) reign supreme, a new player has emerged, promising to democratize access and accelerate innovation. Together, AI, a startup founded by a team of seasoned AI researchers and engineers, is rapidly gaining traction with its platform designed to simplify the development and deployment of
In the dynamic world of international finance, where currency fluctuations can significantly impact business outcomes, effective foreign exchange (FX) risk management is paramount. Deaglo, a pioneering FinTech company, is at the forefront of this critical domain, leveraging cutting-edge technology to empower businesses and financial institutions with unprecedented control over their FX exposures. A Visionary Approach
(CLS), (MSFT), (GOOG), (GOOGL), (NVDA) I was driving back from Salt Lake City a few weeks ago when I got a call from a former Concierge Service client who runs a drone manufacturing business. His story is remarkable - what started as a hobby five years ago now generates $40 million in revenue, with military
With both market technical and fundamentals going to hell in a handbasket, it’s time to take a refresher course on “Buy Writes.” I have advised followers to dump the positions they are dating and only keep the ones they are married to. It’s worth enduring a 30% drawdown in a high-quality name to capture a
AI Tech Letter (THOSE AREN'T CHICKENS IN YOUR TRANSLATOR APP) (IBEX) I was flying back from Monterey last month when I found myself eavesdropping on a fascinating exchange at the customer service counter. The passenger ahead of me—clearly not a native English speaker—was struggling to explain his situation to an agent who spoke only English.
(A LARGER LANGUAGE MODEL) (GOOGL), (META), (MSFT) While reviewing earnings reports last week at my mountain cabin, I couldn't help but chuckle at the stream of "Google is dead" headlines flooding my inbox. Having covered technological disruptions since the early days of the personal computer revolution, I've learned that paradigm shifts rarely happen overnight. The
(SMCI), (NVDA), (AMD), (MSFT) One of my hedge fund buddies called me last week about Super Micro Computer (SMCI), sounding more worried than I've heard him since the 2008 crash. "What's the real story behind these missing financials?" he demanded. I had to smile. After decades of watching companies navigate regulatory waters, I've learned that