Downside by Philo
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
Downside by Philo
Downside at AI
Is it all pie in the Cloud? ☁️ 🥧 Part #1
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
Downside at Palantir
Cult stocks and massive insider selling.
Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one
Downside at NVIDIA (and the Nasdaq at large)
No, A.I. isn't a fad, but so what?
Downside at Moderna.
Why I think this "vaccine company" is flashing red. $MRNA
Why I don't like Transocean.
A pre-bankruptcy offshore driller.