It was a big week for Asymmetric Investing, including Disney setting a solid foundation ahead of ESPN's mover over the top.
If he does, I need to raise my prices.
Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.
Spotify has won the audio business and is now a money making machine.
I'm buying 5 stocks today.
Tariffs are coming and (despite all the newly minted experts) we don't know what happens next.
Progress is the word of the week.
We now know hyperscalers are slowing their spending growth.
The stock is down, but the business is hitting on all cylinders.
Tens of billions of dollars are being invested in GPUs, but are costs being realized appropriately?
Is this a bank or a tech company?
DeepSeek may be the Napster of AI.
