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