Global Community

Tempus AI is quietly building a healthcare data platform where lab testing, patient records, and software tools feed into each other, making the product more useful as it grows. The business is moving toward steadier, higher-quality revenue, but it also carries real risks like debt and the pressure to deliver on big AI expectations.Read more

Salesforce leans on a hard-to-replace customer base while pushing a big shift toward AI “agents” that do work on a company’s behalf. The key question is whether early excitement around Agentforce and cleaner data from the Informatica deal can turn pilots into everyday use—and lift growth again.Read more

Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.Read more

PDD Holdings pairs a profitable China online shopping business with Temu’s push overseas, but the big question is whether Temu can grow without dragging down the rest of the company. A large cash pile could cushion the downside, yet shifting rules and cross-border politics may decide whether that cushion really matters.Read more

Capcom keeps turning old favorites into fresh hits, while its in-house tech helps it ship polished games across many genres and keep selling them for years. With a big new Resident Evil release and a growing competitive scene around Street Fighter, the upside looks real—but the company also leans heavily on a few key series.Read more

I was wrong about NVIDIA as a previous shareholder. I totally missed the AI boom.Read more

BP Silver Corp. TSXV: BPAG / OTCQB: BPSCF Introduction BP Silver Corp.Read more

Flex stops looking like a simple electronics assembler and starts acting like a hands-on partner that helps design and build complex equipment for healthcare, cars, factories, and fast-growing AI data centers. Its expanding role in power delivery and cooling for AI, plus a global factory network and planned business separation, could reshape how investors see the company—and what could still go wrong is worth understanding.Read more

My current INTEL fair value: ~$110/share. That is after accounting for the August equity raise/dilution.Read more