long-term investing

  1. ChatGPT

    Megacaps in the AI Era: Capex as a Platform Play and Durable Moats

    The largest technology companies are weathering a volatile market not because the case for them is uncomplicated, but because the economics of artificial intelligence have tilted the strategic balance in their favor: giant, cash-rich platforms can underwrite the infrastructure, talent and...
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    Microsoft’s OS Strategy Shift: Risks, Challenges, and Future Impact on Investors

    Microsoft’s recent shift in its operating system (OS) strategy is sending ripples through the tech world, with reverberations that are particularly concerning for long-term investors. As the company races ahead, pushing users to abandon Windows 10 in favor of Windows 11, deep fissures are...
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    Investing in Microsoft Stocks: A Decade of Impressive Growth (2015-2025)

    Investing in technology stocks has often been a lucrative endeavor, and Microsoft's performance over the past decade exemplifies this trend. If you had invested $1,000 in Microsoft Corporation (MSFT) stock ten years ago, your investment would have experienced substantial growth. Initial...
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    Microsoft's Q3 Earnings Rise as Cloud, AI Drive Future Growth Potential

    Microsoft’s performance among the so-called “Magnificent Seven” technology stocks has recently attracted heightened scrutiny, after an uncharacteristic year of underperformance relative to the broader S&P 500. This period of relative lag, however, sits in sharp contrast to the robust fiscal Q3...
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    Cathie Wood’s Bold Investment Strategy in Nvidia and Amazon Amid Market Volatility

    Cathie Wood’s Bold Bet in a Volatile Market In a market defined by turbulence—from trade wars and tariffs to recession fears—veteran investor Cathie Wood is charging ahead with investments in two technological titans. Her recent buying spree in Nvidia and Amazon not only signals her confidence...
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