Yahoo Finance

$MSFT Microsoft A Better Investment Than $GOOG Google?

The market’s verdict was clear after the first quarter earnings reports of the Cloud Czars. $GOOG is great, up 11% on the week. $MSFT is not, the stock dropping 2.4%. Google is now worth over 50% more… Show More

The Buffett Indicator at 230%: Is it a Bubble or a New Nominal Era?

If you follow market valuations, you are likely looking at the most famous metric in finance: The Buffett Indicator. Currently, this ratio has reached a staggering 230.2%, placing the… Show More

Memory maker Micron: huge for Phase 2 of AI boom (update)

Micron $MU continues to be a big part of “Phase 2” of the AI boom.

This is where the bottleneck in compute is giving way to bigger bottlenecks in power, networking, cooling, and memory.… Show More

Nvidia's business is stronger than ever

In its most recent quarter (Q4 fiscal 2026), Nvidia $NVDA generated $62.3 billion in data center revenue (its AI business), which reflected year-over-year growth of 75%. Net income grew even faster, at a rate of… Show More

Credo isn't "cooked"... Here's why

Credo $CRDO solves one of AI’s biggest bottlenecks: enabling superfast GPUs (and other chips) to talk to each other without slowing down, wasting tons of electricity, or losing data (failing).

Credo’s Active Electrical… Show More

What RGTI's Chart Shows After Today's Pop on News

$RGTI, which we see on my 4-Hour Chart below, is reacting to news about the Trump Administration awarding $2 billion in grants to nine quantum-computing companies.

Technically, I can make a compelling argument… Show More

ServiceNow: The Best Software Company in the World Just Went On Sale

For those who don’t know, ServiceNow(Ticker: $NOW) is essentially the operating system for how large enterprises run their internal workflows. IT service management is where they started,… Show More

Quanta Services (NYSE: $PWR ): The Hidden Advantage of Scale

Investment Thesis: BUY 

I am buying Quanta Services (PWR) with a time horizon of 5 years. The core reason is simple: Quanta controls America’s power grid expansion. Yes, that’s right.… Show More

Infleqtion: the NEW quantum play worth a hard look

Last week, a brand-new quantum computing stock began trading on the NYSE.

Infleqtion $INFQ went public via a merger with a special-purpose acquisition company (SPAC) called Churchill Capital Corp X.… Show More

We’ve expanded our quantitative trend-following engine to support user-defined portfolios. You can now specify custom ticker weights and tactical strategies to generate high-fidelity simulations of your combined holdings. Designed for research-grade oversight—track… Show More