AI ads could unlock more cost effective creative for advertisers.
Watch the business, not the stock.
Apple's AI may be "good enough" to destroy a lot of competitors.
Sometimes the simplest answer is the best one: Nothing.
On Holding continues its focus on famous female endorsements.
"We just can't imagine a world 5 years from now where every child doesn't have access to a health monitor at home."
There's a 10x opportunity staring us in the face.
UiPath, Salesforce, and Dell are telling us something.
I'm buying 3 stocks and selling 1.
It's time to update the thesis behind these two stocks.
I'm hunting for sustainable value in artificial intelligence and I haven't found it.
Don't overlook companies entering an industry through an unloved segment.