General 04/16/2026
General 02/06/2026
NVTS is pulling back, but the bigger trend is intact. Next-gen power solutions will matter more as data infrastructure scales.
General 02/06/2026
Palantir’s been plugged into government work for years, and AI is only making defense more data-driven. It’s taking a breather after a nice run. I’m watching closely.
General 02/06/2026
AMZN is built for long-term growth because it sits at the intersection of consumer spending and cloud/AI infrastructure