Visa (V) has become a hyperscaller, allowing clients to use its global infrastructure to get in the money movement/payments business.
Visa (V) Gains Momentum in Stablecoins: Cryptocurrencies With a Set Value Read More »
MasterCard (MA) is making its wat into Artificial Intelligence as it is allowing computers to make purchases on behalf of buyers.
MasterCard (MA) is Making its Way Into AI & Cryptocurrency Transactions Read More »
Microsoft (MSFT) is growing its Cloud business rapidly (+26%) as its AI business has high demand. Here’s my take on MSFT.
Microsoft (MSFT) is Sees High Demand for AI Services, Will Increase Capacity 80% Read More »
Fiserv (FI) Just dropped a huge turn that will take years to wash away. Here’s the downfall of one of a once consistent grower.
Investors Dump Fiserv (FI) Stock After its Argentina Boost Fades; Profits Slow Read More »
Domino’s (DPZ) profit growth has been weak the past two quarters, as has the stock. But now the shares look like a good deal.
Domino’s (DPZ) Stock Declines as Profit Growth Slows. Is DPZ Stock a Now Deal? Read More »
Cintas (CTAS) is a good stock that’s been too-high to-buy. Now CTAS has dipped in price. Let’s analyze what’s a good price to pay.
Cintas (CTAS) Declines as Growth Slows, But Is the Stock Cheap Enough to Buy? Read More »
Nebius (NBIS) is a do-it-all company that gives developers and companies everything they need to build, train, and run AI models.
Nebius (NBIS) is a Full-Stack AI Cloud Platform With a Stock That’s Been Soaring Read More »
Atour Lifestyle (ATAT) owns and operates hotels within and also has retail sales including pillows. ATAT is a potential compounder.
Atour Lifestyle (ATAT) Keeps Growing With New Hotel Brands & Strong Retail Sales Read More »
Adobe (ADBE) is doing an amazing job improving its software with the help of AI. Meanwhile, profits continue to climb steadily.
Adobe (ADBE) is Making Impressive Improvements in its AI Creative Tools Read More »
Sterling Construction (STRL) is making bank off of the boom in datacenter construction. But the stock is mighty high with a 43 P/E.
Sterling Infrastructure (STRL) is Making Money by Building Datacenters Read More »
CrowdStrike (CRWD) is helping organizations protect themselves from cyberhacks who get in the system through AI agents.
CrowdStrike (CRWD) is Seeing Demand for its Next-Gen Protection for AI Agents Read More »
Broadcom (AVGO) has an edge in AI as it allows big hyperscalers like Google and Microsoft to design their own custom chips.
Broadcom (AVGO) is Excelling Because They Let Companies Build-the-Chip Read More »
