Capital Lab for Edge Investing
Capital Lab for Edge Investing
Broadcom's AI Hype Train: Don't Believe It (Yet) Alright, let's talk Broadcom (AVGO). The narrative swirling around this semiconductor giant is thick with AI potential, fueled by projections of massive hyperscaler capital expenditure (CapEx...
Title: Beyond the Headlines: The Data Behind Cassandra Seier's Impact The news of Cassandra Seier's death in a bike accident in the Bahamas has reverberated through Wall Street. Tributes are pouring in, lauding her 24-year career at Goldman...
SpaceX's Launch Cadence: Are We Reaching Peak Rocket? SpaceX continues its relentless launch schedule, with multiple Falcon 9 rockets lofting Starlink satellites into orbit this November. Recent activity includes launches from both Vandenbe...
TNSR Crypto's 210% Jump: Or, How to Lose 94% and Still Party Like It's 2021 So, Tensor (TNSR) crypto is up 210% in 24 hours. Cool. Except, zoom out for five seconds and you see it's also down 94% from its all-time high. We're talking about...
The air crackles, doesn't it? You can feel it – that hum of change, a subtle shift in the tectonic plates beneath our digital world. The headlines scream about memory crunch, about rising costs, about the dreaded specter of price hikes for...
Scott Kirby has always been a fascinating data point in the airline industry. He’s the kind of executive who makes bold declarations, even when the underlying metrics don’t quite align, or, to be more precise, when the market stubbornly ref...
Alright, folks, gather 'round. Nate Ryder here, and if you thought your week was a mess, lemme tell you, Ubisoft just dropped a nuclear bomb on its own financial report. We're talking about a company that’s been flailing worse than a fish o...
The Great Pizza Paradox: We're Not Saving the Planet, Just Our Consciences Alright, folks, buckle up. I’ve been sifting through the latest "news" — and I use that term loosely — and I gotta tell ya, the collective delusion about progress in...
The Relentless March to Orbit: Why SpaceX's Vandenberg Cadence is More Than Just Launches, It's Our Future Unfolding There’s a hum in the air, a low thrum that’s becoming as familiar as the morning coffee for those of us tracking the pulse...
Did Warren Buffett Just Signal a New Era for Value Investing in Tech, or Simply Spot a Deep Discount in Alphabet's AI Game? When the news hit, the market’s reaction was immediate, almost visceral. Alphabet (GOOG, GOOGL) stock wasn't just up...