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2025January

Q&A [Palantir, P/E, SMCI]

Posted December 13, 2025

Why Nobody Cares About Palantir's Valuation
Q&A [Palantir, P/E, SMCI]

AVGO: How to read between the lines

Posted December 12, 2025

Why the "best part" of the call contradicts the headlines.
AVGO: How to read between the lines

Easy Button → Become a Better Investor in 5 Minutes

Posted December 10, 2025

100% Free and Simple
Easy Button → Become a Better Investor in 5 Minutes

Reset, Refocus And Make 2026 Your BEST Investing Year Yet

Posted December 08, 2025

Back to Basics
Reset, Refocus And Make 2026 Your BEST Investing Year Yet

Is NAK Safe?

Posted December 06, 2025

You Asked…
Is NAK Safe?

(Buy 4 of These and Sell 1) ASTS, BTBT, XRP, VOYG, SMCI

Posted December 05, 2025

SMASH/TRASH/STASH
(Buy 4 of These and Sell 1) ASTS, BTBT, XRP, VOYG, SMCI

$600 → $87: A Valuable Lesson About Bubbles

Posted December 03, 2025

Responding to a Tweet
$600 → $87: A Valuable Lesson About Bubbles

Google Gemini + TPU → The Case for GOOG $3.8T

Posted December 01, 2025

Update to My Perfect Portfolio
Google Gemini + TPU → The Case for GOOG $3.8T