ai

and the stock just went on fire sale

I'm adding Broadcom to my portfolio. This isn't a momentum chase - it's a structural bet on the hyperscaler pivot away from off-the-shelf GPUs toward custom silicon. Broadcom owns 75% of the custom AI ASIC market, and the recent surge isn't about hype. It's about Google.

Why GOOGL's AI comeback has me bullish heading into year-end

Here's why this "neocloud" hyperscaler could be the trade of 2025

Why I’m watching Doordash’s robot push and what it means for the stock

I’ve been pounding the table on $BBAI (BigBear.ai) for months. This post isn’t me jumping on the hype train — it’s me explaining why I never got off. The recent Easy Lease partnership news just gave me the push I needed to lay it all out.

A deep dive into the $2.5B tech spin-off that resumed trading after 2 years of halt