Adobe Is A High Quality Business With Capital Allocation Problems
In my view, capital allocation decisions within the company raise some red flags that are hard to overlook. As a long-term shareholder, I still...
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Google Stock Could Be Losing Its Moat
Microsoft is improving its search market share, according to analysts. The arrival of ChatGPT hammered Alphabet stock may be ahead as revenue...
250 Views
AI Leaders Monitor: Nvidia, TSMC, ASML Trading Monitor - Nvidia Results Key Take-Aways
One can consider going Long a basket of Nvidia, ASML, and TSMC based on a structural growth thesis for AI demand. All three names hold important...
398 Views
Weekly Stock Bullfinder - Week of 2/13
Microsoft news of rolling out ChapGPT into its Bing search browser and eventually into its Microsoft Office product suite has dominated the news...
239 Views
Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT
Naver plans to launch its own Korean version of ChatGPT in 1H 2023. We believe that this will act as an important catalyst that is likely to...
497 Views