MarketMisunderstanding
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Dell Isn’t Boring — The Market Is Just Missing the Point
Nvidia gets the glory. Supermicro gets the hype. Meanwhile, Dell is quietly stacking $25B in AI server shipments and trading at about 21x earnings. If that’s not a disconnect, what is? Here’s the blunt truth: Dell might be the most boring name in AI infrastructure — and that’s exactly why it’s underrated. Dell just posted…
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SoFi Isn’t a Meme Stock Anymore — It’s a Real Bank, and the Market Hasn’t Caught Up
SoFi isn’t a meme stock anymore. It’s a bank with a tech multiple — and that’s exactly why this trade matters right now. After posting its first $1B+ revenue quarter in Q4 2025 and guiding to roughly $4.7B in 2026 revenue with $0.60 in adjusted EPS, SoFi has done something rare in fintech: it’s grown…
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Buying Occidental Because Buffett Did Is a Lazy Trade
Warren Buffett doesn’t “kind of” buy stocks. He loads the truck. And with Occidental Petroleum, he’s practically bought the parking lot. Berkshire now owns roughly 29% of OXY’s common shares — and if you count the warrants, its economic interest pushes past 32%. On top of that, Buffett holds billions in preferred stock paying an…
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Nvidia Isn’t the AI Top — It’s the Proof This Market Was Too Small
Is Nvidia the last stop of the AI gold rush—or the first real proof this thing is bigger than anyone priced in? Wall Street keeps acting like Nvidia’s already eaten the future. The stock has gone parabolic, the valuation looks obscene at a glance, and every whisper of “slowing growth” sends traders reaching for the…
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