Successful investing is anticipating the anticipations of others.
Thus, data centers, not gamers, are NVIDIA’s primary market. Hence, NVIDIA is profiting from the growth of Big Data....
This growth includes Microsoft’s cash flow. Impressively, Microsoft’s quarterly operating cash flow grew from $23.198 billion on 30 September...
I consider the Pyth Network (PYTH) a big data solution for the financial services industry. Hence, Pyth could sell price oracles...
I calculate Berkshire Hathaway (BRK.B) sold 23.279 million shares in five consumer-dependent stocks in the third quarter of 2023. Interestingly, Berkshire also...
“It appears unlikely that the project will have enough subscription to continue toward deployment,” a NuScale press release admits.
I think the ultimate hope behind Ordinal Theory and Ordinals is to create a Bitcoin (BTC) economy that mirrors...
Data shows limited strikes work. Around 46,000 UAW members struck at eight Ford factories and 38 parts warehouses. Yet...
Hence, NVIDIA (NVDA) is a healthy company. However, many observers think Chinese chip makers could threaten NVIDIA.
Netflix had 21% of the US subscription streaming market, Statista estimates. In contrast, Amazon Prime was the largest US...
Thus, Amazon Logistics is hurting FedEx and UPS. I think this trend will continue because Amazon is America’s most...
They claim Stratis’s architecture is based on the most popular cryptocurrency Bitcoin (BTC). Stratis uses a Proof-of-Stake (PoS) consensus...
The level of Adobe use is high. Adobe claims users opened over 400 billion PDFs with its products in...
I think Mr. Market fairly priced Walmart (NYSE: WMT) at $158.96 on 12 October 2023. Moreover, Walmart’s share value is...
This interest shows something interesting is happening with Bancor. I can’t tell what, but Bancor (BNT) is a cryptocurrency to watch....
One way to promote Digital Yuan use to individuals is through the world’s largest cryptocurrency exchange (Binance). Binance is...
I predict Amazon (AMZN) will win the delivery wars because it has the infrastructure for victory in place. In particular, Amazon...
Costco estimates its memberships represented 71 million households on 3 September 2023. Hence, each Costco membership represents several customers.
L1 Governed Fault Proofs. They call Optimism a Superchain because it can theoretically merge with other blockchains through L1...
The Big Three’s Actual Problem is competition, not lack of cash. Competition is a problem because the Big Three...
They describe Flex Savings v2 as a hedge fund for decentralized finance (DeFi) protocols. A hedge fund is a group of...
Tesla has plans for a $25,000 economy car built with the technology they use in the Cybertruck, Axios claims. To...
Hot Tub Vault owners receive share tokens that represent the assets they place in the vault. Perpetual pools these...
LYO Credit (LYO) speculators and developers bet that the BNB Chain is the future of decentralized finance (DeFi). LYO...
Januvia is a cash cow for Merck. There were 9.886 million Januvia prescriptions in the US in 2020, ClinCalc...
I think UnitedHealth’s growth will become a political problem because of the high cost of American healthcare.
Enegra’s business plan is to trade mineral commodities futures sold by miners in emerging markets to trade worldwide. The...
They claim people all over the world to operate Tellor through on-chain functions and smart contracts. Theoretically, this allows...
Thus, Xpeng (XPEV) is a minor player in the Chinese EV market. So why do some US investors like it? American...
Bluzelle adds a 10,000 TPS processing capability to existing blockchain games. Game designers need such a capacity to...
Thus, many people will wonder if Tower Semiconductor (TSEM) is a value investment because it could manufacture semiconductors outside Taiwan?...
The size of the global GPU market could grow from $40 billion in 2022 to $400 billion in 2032,...
Dramatically, I calculate Berkshire Hathaway dumped $80.561 billion in cash and short-term investments in the third quarter of 2023....
PayPal (PYPL) has entered the cryptocurrency business with the PayPal Stablecoin (PYUSD). I think PYUSD could be a gamechanger...
Assets Yield Guild can harvests include “virtual land,” game revenue, and rent on virtual land. The YGG governance token...
Consequently, JPMorgan’s quarterly revenues grew from $34.33 billion on 30 June 2022 to $61.172 billion on 30 June 2023....
All the streamers generate cash, but only Disney and Amazon have more cash than Netflix (NFLX). For example, Amazon...
They claim Arkham can allow you to “see the people and companies behind blockchain activity.”
They claim C3 AI Readiness aggregate seven to 10 years of operation data from 10 to 12 sources and...
For example, the Mantle Network can support high-performance dApps that offer an exceptional user experience (UX). These apps operate...
Amp’s ultimate goal is to create collateral-as-a-service. They claim Amp tests and audits all collateral. Users can build apps...
Ontario needs more electricity because the province could add 1.5 million homes by 2031, Energy Minister Todd Smith speculates....
“The pNetwork is a decentralized network of validators contributing to the verification of crypto asset swaps across blockchains,” the pNetwork...
Disruption will be widespread because the strikers will be UPS drivers. Hence, the big brown vans that are part...
“Digital Yuan eCNY, Incorporated with digital yuan and blockchain banking firms. Xicheng District, Beijing.” Hence, they base eCNY in...
It is no mistake that the anti FedNow crusaders also target Central Bank Digital Currencies (CBDCs). Frighteningly, some politicians...
If the SEC approves the Trust its shares will trade on the NASDAQ exchange. The SEC filing lists no...
Bizarrely, the Chinese government has placed sanctions on Raytheon and Hayes for selling weapons to Taiwan’s military, The Financial Times reports...
Hence, there is a banking crisis, but it is not at Bank of America. Instead, the monster bank has...
Hence, four Chinese banks have assets of $19.6 trillion. This exceeds China’s 2022 Gross Domestic Product of $18.1 trillion.*...
Hence, I can see why Buffett bought Snowflake. It has little debt and keeps an enormous amount of cash...
I think Tesla’s Megapacks could be more lucrative than the cars because I believe solar panels and battery storage...
Speculators must know that fraudsters can take over DAOs by hacking and vote fraud. For example, hackers created enough...
NVIDIA is going all in on generative AI with several initiatives. For example, NVIDIA AI Foundations of set of cloud...
Cash, not income, is the attraction at finance and FinTech companies. Uber can generate enormous amounts of cash. It...
Square had 28.28% of the POS Systems market in 2023, 6sense estimates. This made Square the largest player in that...
Meta (FB) is in better shape than many people assume. For instance, Meta has less debt. Meta’s total debt fell...
A global economic catastrophe could begin if America reaches the X-Date without raising the debt ceiling. For example, 1.5...
Amazon’s workforce fell from 1.608 million in 2021 to 1.541 million at the end of 2022, Exploding Topics reports. In...
Warner Bros Discovery (WBD) claims Max will offer “40 new titles and seasons each month.” A press release promises that...
Tether Holdings Limited is a cash-rich company with plenty of assets to back its stablecoins. However, the debt default...
Microsoft (MSFT) is growing as America declines. For example, Microsoft’s total assets grew from $344.607 billion on 31 March 2022...
If Ford can get F-150 Lightning production up to regular F-150 levels, I think it will win the pickup...
GYEN (GYEN) is an Ethereum (ETH) stablecoin. They claim 100% of GYEN are yen backed. If that is true,...
The AP300 SMR uses Gen III+ the same technology as Westinghouse’s API 1000 pressurized reactor. Four API000 reactors are...
McDonald’s (NYSE: MCD) still operates an impressive business. For example, there were 13,515 Mickey D’s locations in the USA on...
ChatGPT could threaten Chegg by writing students’ papers and assignments for free. It could also answer students’ questions for...
Graphics Processor Units (GPUs) are a lucrative business. America’s top GPU maker NVIDIA (NVDA) reported $6.051 billion in total...
They are reporting substantial amounts of activity on the XRP Ledger. For example, Ripple reported $361.01 million worth of...
The largest Netflix region is Europe, the Middle East, and Africa which had 77.37 million subscribers in the first quarter...
Gate.io claimed to have over 12 million users in over 224 countries on 24 April 2023. They also claimed Gate.io...
BNY Mellon (BK) resembles the institutions the banking crisis is hurting. To explain, Credit Swiss, Silicon Valley Bank, Signature Bank,...
Chase is an excellent barometer for the US economy because it operates 4,791 domestic branches, the Federal Reserve reports....
Theoretically, people could use StraitsX to buy USD Coin (USDC) remittances. StraitsX could convert the remittances into XIDR people could...
They call CryptoGPT a blockchain protocol “that establishes data as an asset class for the AI economy.” CryptoGPT’s builders bet...
NVIDIA has less cash, the cash and short-term investments fell from $21.208 billion on 31 January 2022 to $13.296...
Hence, I think what is emerging is a Yuan system not a BRICS currency. Notably, Russian President Vladimir Putin...
Frighteningly, FDIC insurance may Hence, Genesis itself is having problems, which will drive speculators to ask how safe is...
Customers can pay with Digital Rupees at some Reliance Retail stores, TechCrunch reports. Shoppers will use a quick read...
Users can earn liquidation gains and LQTY rewards by depositing LUSD in the stability pool. The stability provides liquidity...
“The complaint further alleges that even after Binance purported to restrict U.S. customers from trading on its platform,” a...
The threat of CFTC legal action is not scaring speculators away from Frax Shares (FXS). Notably, FXS was CoinMarketCap’s...
Appealingly, the FDIC sold Silicon Valley Bank’s loans to First Citizens at a $16.5 billion discount, Yahoo!Finance’s David Hollerith...
It appears Paramount (PARA) is winning the streaming wars, which creates problems for Disney.
They claim Arbitrum (ARB) can make Ethereum faster and cheaper. For example, they claim Arbitrum’s Nitro proprietary technology stack makes...
To maintain his war against Ukraine, Putin is giving the Chinese control of Russia’s economy. Disgustingly, Putin hides his...
Bank Bears will wonder if BNY Mellon (NYSE: BK), which also has many high-value customers, could be vulnerable. To...
Vetted institutional borrowers can borrow on the TrueFi platform. They claim vetted institutional borrowers need over $10 million in...
Therefore, the FDIC now insures all US bank accounts of size. Hence, all of Silicon Valley Bank depositors’ money...
They hold USDD’s digital assets in the Tron DAO Reserve. The Reserve holds USDD and other stablecoins on the...
Hence, Roku could lose 26% of its cash. However, Roku could still access $1.457 billion in cash. Thus, Roku...
My suspicion is that stablecoins are here to stay. I suspect strong stablecoins such as USD Coin will survive...
I conclude Target is recovering from COVID-19, but its growth is slowing. Interestingly, the Christmas shopping boost at Target...
The banking sector is currently facing an emerging crisis, with Silicon Valley Bank experiencing a significant decline in its...
The other Gamium product is Genesis. Genesis will be a social media platform that could serve as a “YouTube...
The National Institutes of Health (NIH) estimates physicians have diagnosed 500,000 Americans with Parkinson’s Disease. Furthermore, the NIH estimates...
They call Ternoa (CAPS) the first NFT-Centric blockchain and NFT-dedicated blockchain. For example, Ternoa makes nonfungible tokens (NFTs) into...
They claim Rook allows users to capture MEV they’re already generating on Ethereum. Additionally, they claim, Rook operates with...
Therefore, The Open Network will connect Smart Contracts to Telegram. This is important because most smart contracts control most...
Norfolk Southern (NSC) has an image problem from which it may never recover. The East Palestine crash could destroy...
Rhino.fi functions as a self-custodial multi-chain DeFi platform that operates a Layer 2 on the Ethereum blockchain. To explain, a...
QuickSwap (QUICK) allows users to trade in any combination of ERC-20 (Ethereum Request for Comment) tokens.
Chipotle could be profitable. Supermoney estimates each Chipotle location generates $2.2 million in revenues a year and has a...
Additionally, Horizen (ZEN) claims to offer a total network throughput of 10 million transactions per second. To explain, throughput is the...
PayPal’s cryptocurrency holdings comprise blockchain assets purchased by customers through its platform, ihodl reports. Interestingly, PayPal’s cryptocurrency purchase volume fell from...
Microsoft (MSFT) is now selling AI-as a service (AIaaS). They claim Azure OpenAI can power apps with large scale AI....
The Jasmy platform makes money by gathering, analyzing, and utilizing data the IoT collects. Hence, Jasmy is a Big...
GMX (GMX) reported a Total Trading Volume of $1001.003 billion and open interest of $241.449 billion in Open Interest...
Biconomy offers a software development kit (SDK) that lets developers build access into Web2 and Web3 stacks. For example, the...
Microsoft will integrate some OpenAI solutions to its super-computing systems and Azure. They also plan to deploy OpenAI’s apps...
Conversely, financial data shows Union Pacific (UNP) did not benefit from union busting.
The EduDAO finances blockchain solutions for universities. EduDAO is working with some major blockchains including the Oxford Blockchain Society,...
Treshold (T) allows BTC holders to become liquidity providers by letting them deposit assets into liquidity pools on Curve (CRV) and...
Conflux (CFX) claims to be a regulatory compliant, public, and permissionless blockchain that can operate in China. That means it is a...
Netflix (NASDAQ: NFLX) is still the king of streaming. For example, Statista estimates Netflix (NFLX) had 230.75 million subscribers worldwide in the 4th quarter of...
The VOYGR-12 is a light water SMR that can generate up to 50 megawatts (50 million watts) of electricity....
CRV stakers can deposit any amount of CRV tokens into Convex. They can receive cvxCRV tokens for providing CRV. All...
VeraViews tries to detect fraud in three phases. In the initial phase, VeraViews tries to verify the user’s humanity....
They claim Serum’s on-chain central limit order book and matching engine provides liquidity and price-time priority matching for traders...
US off-premises spirits (hard liquor) consumption grew by 29% between 2019 and 2021, Nielsen IQ estimates. Vodka and Tequila are...
Unfortunately, I do not think IoTex has a working blockchain or oracle. Instead, all they appear to offer is...
JUST (JST) supports three all-in-one financial solutions. Those solutions are JustStable a US Dollar stablecoin, the JustLend DAO (decentralized...
The Numerai Funds had $120 million in assets under management (AUM) in January 2023. However, they claim the Numerai...
My prediction is that Smackdown, or Raw will move to a FAST in 2024. I think Vince McMahon hopes...
However, Nike is a growing company. Stockrow estimates its revenues grew by 17.24% in the quarter ending on 30 November 2022....
To increase trading volumes and make more. dYdX and StarkWare are building a Layer 2 protocol for cross-margin perpetual...
Solana (SOL) is unstable. For example, Solana’s Coin Price fell from $142.54 on 8 January 2022 to $13.22 on 7...
Southwest Airlines (LUV) is facing a public relations nightmare because of recent actions. For example, Southwest reinstated its 18₵...
Lido (LDO) staking provides liquidity for Ethereum (ETH) blockchain assets. In particular, liquidity for lending and other on-chain transactions. They built...
Solutions ServiceNow offers include: IT Service Management, Overview of IT Workflows, IT Operations Management, Strategic Portfolio Management, IT Asset Management,...
Salesforce is a huge player in the cloud software market. Salesforce claims it had a 22.9% share of the...
Secret Shared Validators (SSV), or Distributed Validator Technology (DVT), is a protocol that encrypts valdiator keys and splits them into four...
Shopify (SHOP) is making some money from its SaaS products. For example, Shopify reported a quarterly gross profit of...
Warner Bros Discovery will license those shows to FAST services such as Pluto and Tubi, Comicbook reports. Management hopes to make...
Plus Costco operates an impressive footprint with 847 stores worldwide on 7 December 2022. Costco’s ecosystem includes 583 locations in...
They claim Singularity XDR Apps can offer security services across an entire enterprise. For example, Singularity XDR can provide...
Hence, whatever boost TJX got from the end of the COVID-19 pandemic is over. Instead, I think inflation, supply...
Hence, Mazars admits some of the proof of reserves reports are worthless. Therefore, Mazars’ accountants cannot tell how much...
They claim Carbon governs the buying and selling of assets with separate, user-defined curves. The hope is that Asymmetric...
They describe Theta as a software-as-a-service (SaaS) solution that will help entertainment and media companies build their own video...
The Hooked Protocol itself functions as an on-ramp layer. An on-ramp layer converts one kind of currency, such as fiat currency,...
Interestingly, one of Singularity Net’s goals is to develop AGI and decentralize it. Hence, to make AGI available to...
However, Stablecoins comprised 99.46% of the Global Cryptocurrency 24 Hour Market Volume on 13 December 2022. Hence, stablecoins are...
Thus, Uber’s total assets fell by $7.772 billion in a year. Uber has lost enormous value just as FTX...
Some of Intuit’s products are popular. For instance, Mint.com, a simple personal finance solution, had over 20 million users...
Liquid Avatar Technologies offers customizable SaaS solutions for many entities including hotels, sports facilities, healthcare facilities, travel providers, destinations,...
BinaryX’s goal is to create a comprehensive layout for GameFi that will compete with popular commercial gaming platforms such...
The ridership fell to 8.7 million in the second quarter of 2020 because of the COVID-19 pandemic. Lyft’s...
They base the price of stablecoins such as HAY on the illusion that the stabelcoin contains a US dollar....
A flaw in Ankr’s code allowed any intruder to mint unlimited amounts of staking tokens, security firm PeckShield Inc....
For example, 43% of Robinhood users had a FICO Credit Score under 650 in January 2021, Stilt estimates. A good...
Cocos-BCX (COCOS) will also market and distribute games. A unique service Cocos-BCX offers is the building of gaming communities. Hence,...
Thus, Walmart (WMT) is generating more cash but keeping less cash. For example, Walmart’s cash and short-term investments fell from...
Iger is a visionary who foresaw the direction modern entertainment could take and built a company to profit from...
SORA can operate as a parachain on both Kusama and Polkadot. A parachain is a custom blockchain that can...
The CEther wraps Ethereum (ETH) tokens into a synthetic asset. A synthetic is an asset that contains another asset. For...
Target (TGT) has less cash and more debt. For example, the cash and short-term investments fell from $7.753 billion...
Notably, media reported no job cuts at Amazon fulfillment centers or in the delivery business. Instead, I think Amazon...
Financial institutions can use Injective by using Injective’s application programming interface (API). A financial institution can use the API to use a Dedicated Market Maker (DMM)...
For example, The Telegraph claims the HIMARS drove Russian forces out of the strategic city of Kherson. Retired US Lieutenant General Ben...
I consider PayPal (PYPL) a value investment because it offers growing value. For example, PayPal’s total assets grew from...
On 10 November 2022, FTX announced that trading could be halted on FTX US in a few days. However, they...
BNY Mellon’s Digital Asset Custody platform is now live. BNY Mellon is building the platform with Chainlysis and Fireblocks. Chainanalysis...
A wCBDC is a digital reserve financial institutions hold at a central bank. They use the wCBDC for interbank...
Binance Earn allows users to earn by staking popular coins. Thus Binance already offers a wide variety of financial services....
Microsoft (MSFT) is a cash-rich company with shrinking debts. Therefore, I consider Microsoft a value investment even at the $221.39...
Hence, Meta’s quarterly operating income fell by almost 50% in a year. Skeptics will blame Zuckerberg’s Metaverse obsession. For...
Products the Coin98 (C98) ecosystem offers include the Coin98 Hub, the Coin98 wallet, the Coin98 Exchange, Coin98 Markets, a Coin98...
Pluto TV had almost 70 million monthly active viewers in August 2022, Vulture notes. Hence, Pluto’s viewership is over three...
Circle claims the Euro Coin is 100% backed by euros held in reserve accounts. Therefore, Circle claims the Euro...
Beyond supermarkets, Kroger owns the vitamin retailer Vitacost, Kroger Finance, and The Little Clinic. Plus, Kroger and the Ocado...
Strangely, the biggest threat to McDonald’s (MCD) could be America’s growing labor shortage. To elaborate, the classic fast food business model...
Hence, Union Pacific has value on paper, but what value does it have in real life? In particularly, America’s...
Strangely, Starbucks even grew during the COVID-19 pandemic. For example, the number of company-owned US Starbucks stores grew from...
Coffin Finance is an effort to create a less-volatile stablecoin that is less vulnerable to bank runs and market...
To explain Pax Gold is an ERC-20 (Ethereum request for comment) token. Each PAXG token contains a smart contract that...
For example, the number of Zoom meeting participants grew by 2900% during the pandemic, Business of Apps claims. Similarly,...
Titan Swap’s Ecosystem contains Liquidity Providers, a Strategy Brokerage, Traders, and Developers. This ecosystem provides trading liquidity for the entire...
USDX Wallets pay with USDX (USDX), a stablecoin built by Lighthouse Blockchain Group GmbH. Lighthouse claims USDX could make sending...
I think DraftKings (DKNG) shows gambling is a lousy investment because it burns cash.
Financial data shows Shopify (SHOP) offers little value. For example, Shopify reported quarterly revenues of $1.295 billion, a quarterly gross...
The vEmpire Protocol enables vEmpire players to buy into Metaverse and profit from GameFi and NFTs. The vEmpire Protocol powers...
However, Markets and Markets Research shows small modular reactors may not be profitable.
To give MAI value, they overcollateralize the vaults at rates of 130% to 150% depending on assets. Ideally, that...
Occidental’s revenues grew at an astronomical rate of 69.65% in the quarter ending on 30 June 2022 Stockrow estimates....
They claim the BitDAO Treasury held $1.405 billion in cryptocurrencies and other tokens on 22 August 2022. In particular, BitDAO...
Tesla (TSLA) is growing at an insane rate without the tax credit. For example Stockrow estimates Tesla’s revenues grew...
Alchemix operates a debt system. The basis of the debt system is AlchemixV2, the core contract that manages accounts...
Globe Life (NYSE: GL) was America’s 20th largest life insurance company with 1.5% of the US life insurance market on 11 April...
Another reason Vince is gone is the WWE’s value, which appears stagnant. For instance, WWE had total assets of...
StraightsX claims to have processed 4.875 billion XSGD through its blockchain as of 9 August 2022. StraightsX reported a Total...
So, yes on paper, CVS Health (NYSE: CVS) offers enormous value. Consequently, some people will think CVS Health is a value...
One Render Token is worth 256 hours of work. They claim this reflects the processing power of GPUs in...
The same goes for a home equity line of credit (HELOC). You will likely need to wait a full...
Raydium leverages the central order book of the Serum (SRM) decentralized exchange. Developers claim Raydium enables lightning fast trades and shares liquidity.