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Gain insights into Alibaba's financial performance, cloud revenue growth, and strategic positions for long-term investments in a diversified portfolio...
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Trump, by taking the Office, has created an elevated uncertainty in the system, which is supportive for a heightened volatility...
Continue ReadingGoogle's DeepMind leads the market with Gemini, TPU chips, and cloud growth, making its valuations compelling compared to its peers. Click for our GOOG update...
Continue ReadingFor the year 2024, the Tsai Capital Growth Equity Strategy gained 23.0% after fees, and 24.5% before fees. Click here to read the full letter...
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As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents...
Continue ReadingAmazon's e-commerce dominance, bolstered by AI personalization, in my opinion, ensures continued top-line growth and stock outperformance against the S&P 500. Read more here...
Continue ReadingThe global race to build generative AI capabilities has intensified with the inauguration of US President Donald Trump, who made AI a top priority...
Continue ReadingASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. Microsoft said to be probing if DeepSeek improperly used OpenAI data. SoftBank to invest in Skild AI...
Continue ReadingUS equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a row. Read more here...
Continue ReadingEnergy industry's commitment to AI infrastructure development underscores the role of natural gas in meeting growing energy demand. Check out the companies in this space...
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