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Hate saying it, but I agree with Mark Zuckerberg on this one. Zuckerberg, the Founder and CEO of Meta (aka Facebook) just published a 6,500-word manifesto laying out Meta’s vision for the future of technology. The Future is for Everyone The Path to a Positive AI Future I’ll save you the time and breakdown his…
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Markets are demanding perfection from high-profile public debuts. SpaceX just faced that reality in its very first earnings report. The company posted quarterly revenue of $7.8 billion. That represents a 99% jump compared to last years revenue but shares still fell in after-hours trading. Starlink remains the primary profit engine. Connectivity revenue reached $4.3 billion…
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…