Must Reads
The Dividend Investor's Quick-And-Dirty Guide To The Senate Budget Bill
“One Big Beautiful Bill” inches closer to becoming law. It will have an impact on the broader economy, and especially certain specific sectors. Some d...
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Alphabet Is Building An AI Empire You'll Want To Be In
Alphabet is entering a new era of high-margin growth by integrating Gemini AI into proprietary silicon and edge devices, creating recurring revenue st...
Nebius Group: My Biggest AI Portfolio Position
Nebius Group is riding explosive AI infrastructure demand, posting 385% YoY sales growth and targeting $1B annual recurring revenue this year. Despite...
This Changes Everything: One Of The Most Important Shifts For Dividend Investors
Inflation isn't just back, it's becoming policy. From skewed CPI data to deficit-driven dollar moves, we're entering a new and lasting macro era. The ...