Archive - Thinking Tech Stocks

What Would It Take for PayPal to Say Yes?

A massive price gap is stalling the Stripe and PayPal buyout deal ahead of a critical October earnings deadline.

Aug 19

Why CoreWeave is the Ultimate Toll Road for the AI Boom

Discover why CoreWeave's massive $104 billion backlog and Nvidia-backed business model make it the ultimate toll road for the AI infrastructure boom.

Aug 13 • Thinking Tech Stocks

Roblox Stock Analysis: The Most Dominant Gaming Platform Now Trades at a Four Percent Free Cash Flow Yield

Discover how the recent Roblox stock drop masks strong revenue growth, massive free cash flow, and a deliberate strategy to increase long term user…

Aug 8 • Thinking Tech Stocks

July 2026

Why Semiconductor Stocks Plunged as China Closes the AI Chip Gap

Asian semiconductor stocks are facing a massive repricing as China simultaneously advances across every layer of the AI and chipmaking stack…

Jul 28 • 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…

Jul 20 • 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

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