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Showing posts with the label large cap

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INTC, Intel: Wounded Giant at a Crossroads – Why I’m Still Betting on a Comeback

on November 29, 2025

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From Fading Icon to AI Cash Machine: Why I Still Expect Apple to Break $400 by 2030

on November 28, 2025

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PLTR, Michael Burry vs. Palantir: Is the Big Short Legend Right About This AI Defense Giant?

on November 28, 2025

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MSFT, Microsoft’s Cash Cow Meets the AI Arms Race: Can This Profit Machine Really Keep Its Premium?

on November 28, 2025

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MMM, 3M 2.0: From Old-School Dividend Aristocrat to High-Margin Materials Powerhouse

on November 27, 2025

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GOOG, The Giant Hiding in Your Search Bar: Why GOOG and GOOGL May Be the Best Growth Stock Left

on November 26, 2025

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November 202513

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PLTR, Palantir Beyond the Hype: What the Company Really Does, How It Makes Money, and the Risks You’re Buying

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. 1. Why so many people hold Palantir without really knowing it Palantir (PLTR) has become one of the core “AI plays” in the U.S. market. It’s widely owned by retail investors, heavily debated on social media, and often lumped together with generic AI hype. But when you actually ask people what Palantir does, beyond “some kind of AI and data stuff for governments,” the answers get vague very quickly. If you don’t understand what the company sells, who the customers are, and how the contracts work, you can’t reasonably judge whether the stock is overvalued, fairly valued, or still cheap. This article is about closing that gap: a plain-language breakdown of Palantir’s business, its potential, its risks, and a cautious view on the share price. 2. What does Palantir actually do? At the highest level: Palantir builds software platforms that help very large organizatio...

NVDA, Nvidia: Overvalued Bubble or the First Stock of a New Paradigm?

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. Nvidia: Overvalued Bubble or the First Stock of a New Paradigm? If you scroll through financial media right now, you see the same refrain over and over again: “Nvidia is a bubble.” Famous traders announce short positions. Commentators insist the valuation is “detached from reality.” Historical charts of Cisco and other dot-com leaders are posted next to Nvidia’s parabolic move as a warning. At the same time, Nvidia has effectively become the central engine of U.S. tech equities . Its daily movement often dictates the tone of the entire Nasdaq — if Nvidia trades up, the market “feels” risk-on; if Nvidia trades down, risk appetite contracts. So the simple question that everyone is dancing around is this: Is Nvidia just “too expensive”… or are we watching the market slowly rewrite how it prices a company that sits at the core of the AI age? My view i...

MU, Micron in the Middle of a Memory Super-Spike: Structural Re-Rating or Just Another Cycle?

I strongly recommend reading this article all the way to the end; your money is precious, and knowledge is what protects it. Over the past year, Micron Technology (MU) has migrated from “typical cyclical memory stock” to one of the key names in the AI infrastructure theme. DRAM and NAND prices are in a violent upswing, Micron’s earnings have exploded, and the share price has already been re-rated sharply higher. At the same time, there is a tension at the core of the Micron story: On one hand, Micron is essentially the only large-scale U.S. memory manufacturer , which gives it strategic value and makes it a natural target for domestic capital flows. On the other hand, memory remains a globally competitive, capital-intensive, and ultimately commoditized business where Korean and Taiwanese players can ramp capacity aggressively once margins are attractive enough. Your intuition sits right in the middle of this tension: Micron’s upside is real, but not limitless; the busi...

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