DeepSeek Anyone?
We cut through the noise to examine what DeepSeek's advancements really mean for the AI industry, computational efficiency, and the future of machine learning infrastructure.
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Mag 10 Concentration, Earnings Updates (TSLA, META, AAPL), and Much More
We hit on market concentration in mega-cap tech stocks, recent earnings from Tesla, Apple, and Meta, and our latest views on portfolio positions. We shared insights on our recent buys including Oracle, Salesforce, Apple, and GitLab, while highlighting trim targets in CrowdStrike, Robinhood, and LUNR
AI Revolution Call at 1:00PM ET Today + Chat On Friday
Trade Alert: Doing A Little Nibbling In This DeepSeek-Driven AI Selloff
Stargate, Inference, and Oracle’s Bold Leap into the Future
Per CodyGPT: Oracle is powering the AI Revolution—we don't want to overlook this cloud giant’s bold moves into the future.