Archive - Thinking Tech Stocks

Alibaba Qwen 3.8 Release: Apple Intelligence, Moonshot AI, and the $52 Billion Data Center Plan

Explore Alibaba's latest AI strategy with the release of the Qwen 3.8 model, a new Apple Intelligence partnership, and a $52 billion data center…

19 hrs ago • Thinking Tech Stocks

The Kimi K3 Release and the Myth of the AI Model Moat

Moonshot AI recently released Kimi K3 to rival Anthropic and OpenAI, proving that the true competitive advantage in artificial intelligence is…

Jul 18 • Thinking Tech Stocks

Stripe Bidding $53 Billion for PayPal Could Spark an Acquisition War

Stripe's $53 billion bid for PayPal could trigger a massive acquisition war.

Jul 16 • Thinking Tech Stocks

Wallstreetbets DD: 📈 MSFT Bulls Are Betting Big. Can They Outrun the Haters?

Retail traders are going all-in on MSFT, dropping six-figure bullish options bets as conviction builds that the stock still has room to run. 🚀🌕

Jul 15 • Thinking Tech Stocks

Apple vs. OpenAI: The Fight for AI's Next Platform

Apple sues OpenAI as its Vision Pro chief jumps ship — inside the fight for AI's next platform.

Jul 13 • Thinking Tech Stocks

Meta launches new "Meta Compute" initiative to build AI infrastructure

Meta is quietly building a cloud business called Meta Compute to rent out spare AI capacity — and it may be why Bill Ackman bought in early." That…

Jul 8 • Thinking Tech Stocks

Pelosi reveals bullish bet on $UBER

Uber stock has slid over 15% in 2026 even as bookings and earnings surge — see why the Waymo robotaxi threat may be overstated and why Ackman, Tepper…

Jul 6 • Thinking Tech Stocks

Microsoft Stock Pullback: Record AI Growth and the Hidden Xbox Strategy

Microsoft stock is down 30% despite record Azure and AI growth — here's why Burry and Ackman are betting on a rebound, and how Xbox's new leadership…

Jul 1 • Thinking Tech Stocks

June 2026

The AI Hardware Trade Is Exhausted. Where Smart Money Is Moving Next: $MSFT, $META, $AMZN

While chip and optics stocks soared, Microsoft, Amazon, and Meta stalled despite record AI revenue — setting up a rotation into the hyperscalers…

Jun 29 • Thinking Tech Stocks

$AUO: The Taiwanese Duo Betting That MicroLEDs Will Kill the Laser for data transmission up to 10 meters.

MicroLED, co-packaged optics, CPO, CPO 2.0, AUO Corporation, Ennostar, optical interconnects, AI datacenters, AI infrastructure, datacenter hardware…

Jun 22 • Thinking Tech Stocks

The Island Building Your Next Computer: Inside Taiwan’s AR Glasses Supply Chain

$AUOTY - AUO CORP

Jun 15 • Thinking Tech Stocks

The Screen Inside Your Smart Glasses: Why AR Runs on LCoS Today and MicroLED Tomorrow

AR glasses display technology, LCoS vs MicroLED, Liquid Crystal on Silicon, MicroLED AR glasses, AR optical engine, smart glasses hardware, Avegant…

Jun 13 • Thinking Tech Stocks

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