Tag AMZN
Mayar Capital offers investment management services and believes in high-quality, value stocks for long-term outperformance in global markets...
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Discover how Palantir is expanding its AI technology across government and commercial sectors, reducing its reliance on government contracts. Read my analysis here...
Continue ReadingGetting into a richer data-driven environment with recent earnings. Tech in the time of Trump...
Continue ReadingYTD through January 15, 2025, none of the top 3 names by market cap (Microsoft, Nvidia, Apple) are beating the S&P 500. Read more here.....
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Financial writer Howard Marks warns of cautionary signs in the stock market, including high valuations and reliance on key stocks like the Magnificent.....
Continue ReadingSpace tech stocks have taken flight since Q4 last year, but I see issues on the chart while the broad industry may continue to be favored...
Continue ReadingWhile quantum computing offers long-term transformative promise, robotics provides clear, near-term returns, creating complementary paths for investors balancing vision with immediacy...
Continue ReadingFocus and Focus Plus were our best performing strategies during the fourth quarter and the year. Read more here...
Continue ReadingQuantum-computing stocks could be rich takeover targets. Here’s what to know...
Continue ReadingJeff Bezos’s Blue Origin has entered the orbital space race. What it means for SpaceX and the space industry...
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