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Portfolio Update (9/16):
not financial advice
Sep 16
•
Thinking Tech Stocks
Nebius (NBIS) vs CoreWeave (CRWV): The AI Cloud Rivalry Rewired
Two obscure-sounding stock tickers, NBIS and CRWV, have suddenly taken center stage in the AI gold rush.
Sep 9
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Thinking Tech Stocks
2
August 2025
Affirm (AFRM) Goes Mainstream: From Stripe Partnership to S&P 500 Aspirations
Affirm may have started as a Silicon Valley upstart, but it is rapidly becoming a household name in how people pay.
Aug 15
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Thinking Tech Stocks
July 2025
Affirm (AFRM) and the Costco-Sized Boost to Its Growth Story
Affirm, the fintech company best known for its "buy now, pay later" (BNPL) service, recently secured a significant partnership with retail giant Costco…
Jul 8
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Thinking Tech Stocks
Datadog (DDOG): From Cloud Watchdog to S&P 500 and the AI Security Frontier
Datadog's stock spiked 15% today after news broke that the cloud-monitoring specialist will be added to the S&P 500 index.
Jul 3
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Thinking Tech Stocks
June 2025
NVMI (Nova Ltd.): Why Semiconductor Metrology and a Middle East Ceasefire Lifted the Stock
Tuesday's quiet rally in tech shares felt like watching a slow sunrise: unexpected for some, overdue for others.
Jun 25
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Thinking Tech Stocks
1
Datadog Bets Big on AI to Extend Its Lead in Cloud Monitoring
In the past year, Datadog has steadily expanded its platform with several AI-driven features designed to address both emerging generative AI…
Jun 17
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Thinking Tech Stocks
Pure Storage (NYSE: PSTG) is emerging as a pivotal player in the AI infrastructure boom
Pure Storage (NYSE: PSTG) is emerging as a pivotal player in the AI infrastructure boom, thanks to its FlashBlade//EXA data storage platform and a…
Jun 13
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Thinking Tech Stocks
Commoditizing the Petaflop: AMD ($AMD) in the AI Arena
For years, NVIDIA's graphics chips dominated artificial intelligence workloads, thanks largely to superior software support.
Jun 12
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Thinking Tech Stocks
1
AMD (AMD): The open-source container engine quietly powering the chipmaker's next decade of growth
Advanced Micro Devices has discovered an old truth hiding in new silicon: if you make the software easy, the hardware sells itself.
Jun 11
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Thinking Tech Stocks
Tesla, Inc. (TSLA): Betting the Farm on Robots While Cars Stall
TSLA stands atop the electric vehicle market at extreme valuation multiples, yet much of its premium hinges on the success of future robotics and AI…
Jun 8
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Thinking Tech Stocks
AMZN: Why Amazon.com, Inc. Is the Crown Jewel of the Magnificent Seven
Amazon.com, Inc.
Jun 8
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Thinking Tech Stocks
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