Thinking Tech Stocks

AI Compute Is Not a Pickaxe Trade

In every boom, investors hunt for the “safe” end of the trade.

12 hrs ago • Thinking Tech Stocks

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December 2025

The Optional Driver

The curb is where a city rehearses its character.

Dec 19, 2025 • Thinking Tech Stocks

From Phone Cases to Full Size: Xiaomi’s SU7 Arrives in the Mi Home Aisle

In a Mi Home store in Beijing, the display tables still hold the usual small things: phone cases in tidy rows, earbuds in plastic cradles, a tower fan…

Dec 19, 2025 • Thinking Tech Stocks

Rate Cuts Hold the Market, SpaceX and OpenAI Test the Exit

The market’s resilience right now rests less on earnings momentum and more on the Federal Reserve’s willingness to ease.

Dec 17, 2025 • Thinking Tech Stocks

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FIG, Figma, Inc. AI integrations push it into enterprise design infrastructure. Collaborative design and UI UX software.

Intro Figma sells collaborative design and product build software for teams.

Dec 16, 2025 • Thinking Tech Stocks

November 2025

Why Ambarella’s Tiny Chips Could Rule Robotic AI Vision

Ambarella sits in an unusual spot in AI hardware.

Nov 12, 2025 • Thinking Tech Stocks

Why Duolingo is Misunderstood and Why Its Real Opportunity Hides in Kids’ EdTech

The prevailing narrative about Duolingo paints it as a “just language learning app.” It is fun and familiar, but often dismissed as niche or gimmicky.

Nov 11, 2025 • Thinking Tech Stocks

Palantir vs. Michael Burry: The High-Stakes Fight Over an AI Bubble

Palantir Technologies has become one of the market’s most polarizing names.

Nov 5, 2025 • Thinking Tech Stocks

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Duolingo’s Digital Mimzy: How a Green Owl Could Redefine Childhood Learning

In the science fiction film The Last Mimzy (2007), two children discover a box of seemingly innocuous toys that turn out to be advanced toys sent from…

Nov 1, 2025 • Thinking Tech Stocks

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October 2025

Something fun about $GRAB stock on r/WallStreetBets

not financial advice

Oct 25, 2025 • Thinking Tech Stocks

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Carvana and the Subprime Squeeze

not financial advice

Oct 22, 2025 • Thinking Tech Stocks

SE, Sea Limited, AI Ambition: Shopee Rides the Compute Supercycle in Southeast Asia Shopee AI Shopping, Malaysia AI Data Centers

Sea operates Shopee, Garena, and SeaMoney across fast-growing markets.

Oct 21, 2025 • Thinking Tech Stocks

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