Archive

Big Tech Is Cashing In

Investors are always touchy about equity raises once a company is already public...

• GOOGL

SpaceX Is Breaking the IPO Mold

We're finishing out our three-part series on an IPO unlike any other...

Here's What We Know About SpaceX

With its IPO looming, we can finally get a closer look at SpaceX's operations...

History's Biggest IPO Is Here

Let's take a look at SpaceX, and its looming IPO, through the lens of Uniform Accounting...

• SPCX

The Moat That Grows With Every User

The more people use something, the more additional people will want to use it too...

• EBAY
• MA
• META
• NVDA
• PYPL
• V

Heed the $500 Million Fiber Alarm

This fiber-maker's stock may not be worth chasing...

• COHR
• GLW
• LITE
• NVDA

How to Not Get Taken for a Ride

There are a whole lot of wolf-like companies hiding in sheep's clothing...

• FATAQ

Old-School Data Centers Are Back

The market still views this company as a boring PC maker and not as an integral part of the AI build-out...

• DELL

A $57 Billion Fund Faces a Cash Squeeze

This move has gone from questionable... to downright painful...

The Hot-Tub Lesson Every Investor Should Learn

This kind of branding is one of the most powerful advantages in the business world...