“If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle…” “Oracle has the lowest credit rating. It also has the greatest debt load, even before the infrastructure buildout came into play…” “OpenAI… is by
INVESTMENT
-
Market Dips Present AI Investment Buying Opportunities
By
–
Every dip at this point is what we call a buying opportunity.
-
The Scarcity of Investment Genius in Modern Markets
By
–
And how many Warren Buffetts are there? Not many.
-
Alphabet stock gains raise questions about market trends
By
–
Congrats to Alphabet and n the reunites and 5% gain but a bs and pointless chart.
-
Individual planning major tech investment by 2030
By
–
I met a guy last week who is planning on putting up 42,000 by 2030
-
Trillion Dollar AI Narrative: Bullshit or Reality Check?
By
–
“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79. 👏 https://t.co/KOkB9AlfVf
— Gary Marcus (@GaryMarcus) 29 avril 2026“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79
. -
Tech Giants Spend Manhattan Project Sums Monthly on AI Losses
By
–
Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a
-
Google proves AI monetization thesis with record earnings growth
By
–
Google just quietly proved the AI monetization thesis. Quite interesting earnings! Cloud revenue up 63% to over $ 20b gen AI product revenue growing nearly 800% year-over-year. The backlog nearly doubled to $460 billion in a single quarter. The number of $100M–$1B deals doubled.
-
Apple vs Google: Hardware Comparison and Market Outlook
By
–
For now. Apple is the best. But too heavy and too expensive. I'd hang onto your money. Later this year Google has amazing devices coming.