Core Insights - The tech industry offers significant earning potential, with salaries increasing dramatically over time, as demonstrated by an individual who went from $60,000 in 2015 to over $250,000 by 2023 [1][9] Salary Negotiation - Initial salary negotiations were overlooked, leading to missed opportunities for higher earnings, particularly in the early career stages [5][6] - The importance of negotiating salaries is emphasized, with a recommendation to ask for at least 10% more than the initial offer, which has proven effective [12][13] Career Progression - Transitioning to different companies and roles can lead to better learning environments and growth opportunities, as seen in the move to Zignal Labs and later to The Clorox Company [7][8] - The tech hiring spree of 2020 provided opportunities for significant salary increases, reflecting the competitive nature of the industry [8] Work Environment Preferences - Preference for smaller startups and non-tech companies is noted, as they can offer greater impact and job satisfaction compared to larger tech firms [14] - Despite not working in Big Tech, the individual feels financially secure and prioritizes happiness and learning over maximizing corporate compensation [16]

Group 1 - Billionaire Stanley Druckenmiller is increasing his investments in Alphabet (GOOGL) by 277% to 385,000 shares and Amazon (AMZN) by 69% to 737,940 shares [1] - Druckenmiller has completely exited positions in Citigroup (C), Bank of America (BAC), and Capital One (COF), selling 989,250 shares of BAC, 514,850 shares of C, and 43,920 shares of COF [2] - Other notable stocks sold by Druckenmiller include Meta Platforms (META), Dick's Sporting Goods (DKS), and Texas Roadhouse (TXRH) [2] Group 2 - New acquisitions by Druckenmiller include Delta Air Lines (DAL), Goldman Sachs (GS), and Zillow (Z) [3] - The Duquesne Family Office's total worth is just under $4.5 billion, an increase of nearly $500 million from the previous quarter [3]

Core Viewpoint - Oracle is heavily investing in artificial intelligence (AI) and is positioned to benefit significantly if the AI market develops favorably [1] Group 1: Financial Performance - Oracle Cloud Infrastructure (OCI) revenue is growing at 66% year over year, with a backlog exceeding $523 billion due to substantial AI contracts with major companies like Meta Platforms, Nvidia, and OpenAI [2] - OCI is now the fastest-growing major cloud platform, surpassing Amazon Web Services and Microsoft's Azure [2] Group 2: Strategic Risks - Oracle is taking on tens of billions in debt and is contemplating selling profitable business units to finance the necessary data center buildout for AI customers [3] - The company's financial health could be jeopardized if the AI investments do not yield the expected results, potentially leading to a significant decline in stock value [4] Group 3: Market Outlook - A large portion of Oracle's backlog is reliant on OpenAI, which has financial commitments that far exceed its revenue and has a negative net income [6] - The current risk-reward profile for Oracle is viewed unfavorably, leading to skepticism about the stock's potential performance [6]

Group 1: Laffont's Investment Strategy - Billionaire Philippe Laffont, founder of Coatue Management, oversees $39 billion in 13F securities, primarily investing in technology stocks, with Taiwan Semiconductor Manufacturing as his largest holding at over 6.5% of his portfolio [1] - In the fourth quarter of the previous year, Laffont sold his entire position in CoreWeave, which had been a significant AI stock with triple-digit revenue growth [2][9] - Laffont's recent investment in Moderna, a biotech stock that has struggled but saw a nearly 50% increase in January, indicates a shift towards potential growth opportunities [3][12] Group 2: CoreWeave and Moderna - CoreWeave, which Laffont sold, had made up more than 2.2% of his portfolio and had seen an 80% increase since its IPO [8][9] - Moderna, which Laffont purchased 200,000 shares of, represents a very small position at 0.01% of his portfolio, but the company is focusing on long-term success through cost-cutting and expanding its vaccine offerings [10][11] - Moderna's stock has lost over 70% in the past three years, but its pipeline includes candidates in late-stage development, suggesting potential for recovery and growth in the future [10][14]

Core Viewpoint - Vita Coco (COCO) presents investors with high growth potential, albeit at a high valuation, with previous assessments indicating it was fairly valued but subject to tariff risks [1]. Company Summary - The coconut-water company Vita Coco is highlighted for its growth prospects, suggesting that it may be an attractive investment despite its high price point [1].

You have just two chances out of 25 to invest in America's next great drone company.By now you've heard the news: The U.S. military is buying drones. A lot of drones. In fact, $1.1 billion worth of drones.On Feb. 6, the U.S. Department of War (formerly the U.S. Department of Defense, or DOD) announced it has chosen 25 vendors to compete in a Phase 1 "Gauntlet" of the new Drone Dominance Program (DDP). Starting Wednesday, Feb. 18, these two dozen-odd military contractors will demonstrate their wares at Fort ...

The Interdisciplinary UG programme integrates business decision-making with data science to prepare future-ready professionals & offers flexible, accessible IIT-quality educationIndian Institute of Technology Madras (IIT Madras) on Saturday launched a new Bachelor of Science (BS) in Management and Data Science, an interdisciplinary undergraduate programme offered by the Department of Management Studies (DoMS), IIT Madras. This is designed to equip learners with expertise in business decision-making, quantit ...

Core Insights - Significant outflows from large-cap tech stocks, particularly the Magnificent Seven, have been observed due to AI capex fatigue in 2026, with these stocks down over 7% year-to-date [2] Group 1: Company Overview - Seeking Alpha has a quantitative stock rating system that interprets data for investors, providing insights on investment directions [3] - The platform's quantitative strategies are led by Steven Cress, who has over 30 years of experience in equity research and portfolio management [3] Group 2: Market Trends - The shift in investment focus is moving from large-cap tech stocks to small-cap and more defensive, income-oriented stocks as investors react to market conditions [2]

Last week, I published The Latest Thoughts From American Technology Companies On AI (2025 Q4). In it, I shared commentary in earnings conference calls for the fourth quarter of 2025, from the leaders of US-listed technology companies that I follow or have a vested interest in, on the topic of AI and how the technology could impact their industry and the business world writ large. A few more technology companies I’m watching hosted earnings conference calls for 2025’s fourth quarter after I prepared the arti ...

Core Viewpoint - Enterprise Products Partners L.P. is highlighted as a strong investment opportunity due to its attractive distribution yield, historical stability, and promising growth prospects. Group 1: Distribution - The company offers a distribution yield of approximately 6%, which is appealing for passive income investors [2] - Enterprise Products Partners has increased its distribution for 27 consecutive years, indicating a strong commitment to returning value to shareholders [3] Group 2: Stability - The company has demonstrated a history of stability in the volatile oil and gas industry, consistently generating durable cash flow over the past 20 years [5] - Approximately 90% of its long-term contracts include inflation protection through escalation provisions, contributing to its recession-resistant business model [6] - Enterprise Products Partners holds an A- credit rating, the only midstream energy infrastructure company to achieve this, reflecting low credit risk [6] Group 3: Growth Prospects - In the previous year, the company generated a record $8.7 billion in adjusted cash flow from operations and reported record EBITDA of $2.7 billion in Q4 2025 [8] - While growth in 2026 is expected to be modest, with cash flow and EBITDA projected to increase by around 3%, the company anticipates double-digit growth in 2027 as new assets come online [9] - The expansion of data centers for artificial intelligence systems is expected to drive natural gas demand, positioning Enterprise Products Partners favorably with its extensive pipeline network of over 50,000 miles [9]