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Embark on a Journey of Financial Discovery

Articles, Insights, Wisdom, and More
From SPAC Lender to Fintech Powerhouse
Berkshire’s 2025 AGM wasn’t just about Buffett’s exit—it unveiled a shift toward internal growth, AI restraint, and capital discipline.
Meta is becoming the AI interface layer for 3.4 billion users while trading like an ad company, not an infrastructure leader.
Tesla is undergoing a high-stakes transformation, shifting from an EV leader to a full-stack AI and robotics powerhouse.
Nebius AI is shaking up the GPU cloud market by delivering hyperscaler-grade performance at a fraction of the cost.
Nvidia isn’t selling chips—it’s renting the future of AI.
Nebius is a high-risk AI cloud disruptor with massive potential.
NVIDIA boasts 74.99% gross margin, 176.06% ROIC, and a 24.73% margin of safety—growth ahead?
NBIS struggles with profitability, negative ROIC (-12.11%), and a -9.1% valuation margin, despite aggressive 44.9% buybacks.