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📈 Amazon’s $125B AI Power Play

📈 Amazon’s $125B AI Power Play

Amazon just dropped a bombshell — and it’s not about free shipping.

Evelio Silvera
Evelio Silvera
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📈 Google's Historic $100B Quarter

📈 Google's Historic $100B Quarter

While most investors fretted over whether AI would ever turn a profit, Google just dropped a $102 billion quarter that answered the question emphatically.

Evelio Silvera
Evelio Silvera
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📈 Nvidia Breaks the $5T Ceiling

📈 Nvidia Breaks the $5T Ceiling

The chipmaker that was worth $1 trillion just two years ago has now crossed $5 trillion

Evelio Silvera
Evelio Silvera
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📈 Qualcomm's Quiet Siege on Nvidia

📈 Qualcomm's Quiet Siege on Nvidia

The market's 11% endorsement suggests investors grasp that in semiconductor wars, you don't always need to storm the castle.

Evelio Silvera
Evelio Silvera
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📈 Novartis Drops $12B on RNA Bet

📈 Novartis Drops $12B on RNA Bet

Novartis just made its biggest bet in over a decade on RNA muscle therapeutics.

Evelio Silvera
Evelio Silvera
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📈 Tesla's AI5 is the Miss Worth Celebrating

📈 Tesla's AI5 is the Miss Worth Celebrating

While Tesla's stock tumbled 5% on a four-cent earnings miss, the company quietly revealed it's building enough custom AI chips to potentially obsolete its Nvidia dependency.

Evelio Silvera
Evelio Silvera
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📈 Netflix's $619M Red Herring

📈 Netflix's $619M Red Herring

Wall Street panicked over Netflix's earnings miss Tuesday, once again confusing accounting noise with business reality—and that's when patient investors should lean in.

Evelio Silvera
Evelio Silvera
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📈 Cleveland-Cliffs' Rare Earth Bet

📈 Cleveland-Cliffs' Rare Earth Bet

When a century-old steel maker pivots to rare earths and rockets 20%, you're watching either a value discovery or a fever dream.

Evelio Silvera
Evelio Silvera
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📈 Apple's Upgrade Cycle Actually Works

📈 Apple's Upgrade Cycle Actually Works

The smartphone upgrade cycle was supposedly dead—but Apple just proved consumers will pay when you deliver real value.

Evelio Silvera
Evelio Silvera
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📈 United's Soaring Margins, Grounded Valuation

📈 United's Soaring Margins, Grounded Valuation

United Airlines has engineered a genuine margin miracle—yet trades 37% above its calculated fair value.

Evelio Silvera
Evelio Silvera
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📈 TSMC's $14.8B Reality Check

📈 TSMC's $14.8B Reality Check

TSMC's 39% earnings surge proves that in the AI gold rush, the real fortunes belong to the proprietor selling pickaxes.

Evelio Silvera
Evelio Silvera
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📈 ASML: AI Boom Meets China Chill

📈 ASML: AI Boom Meets China Chill

The company that makes the machines that make the chips that power artificial intelligence just told investors it can weather a geopolitical storm

Evelio Silvera
Evelio Silvera