Software leaders like Salesforce, ServiceNow, Palantir, and HubSpot are dispelling AI monetization fears, as software ha

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Software Is Officially Back From The Dead 

Software leaders like Salesforce, ServiceNow, Palantir, and HubSpot are dispelling AI monetization fears, as software has emerged from the ashes. CRM'...

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The Fed Is Setting Financials Up For Another 2022 

I don't think shorting financials makes much sense, as I want to believe that a hawkish Fed will succeed in bringing the 10-year Treasury yield down. ...

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Oracle: OpenAI Just Blinked 

Oracle is fairly valued near $152, with bullish backlog growth offset by execution and financing risks. ORCL's AI cloud backlog surged, aided by custo...

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The Most Undervalued 9-13% Yields I Am Buying Right Now 

I love buying sustainable high-yielding stocks because they do not need to generate much growth to still deliver attractive total returns. I detail so...

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