Archive Category: Green Zone Fortunes Updates

Wall Street Is Asking the Wrong AI Question

Today, after the closing bell, Google parent company Alphabet (GOOGL) will release its quarterly earnings report. You can bet Wall Street will comb through every line. Investors have become increasingly skeptical of the AI infrastructure trade, wondering whether the hundreds of billions of dollars being poured into chips, data centers and other AI investments can keep growing at this pace.

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I Love It When a Plan Comes Together

As a little boy growing up in the 1980s, I never missed an episode of The A-Team. And I still remember Hannibal’s iconic line, usually delivered with a cigar in hand: “I love it when a plan comes together.” That’s exactly how I feel this week!

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Elon’s Megablock Revolution Is Just Getting Started

Three trading days after its IPO, SpaceX (SPCX) is still blasting higher. SPCX shares are currently up more than 50% from their IPO price. With a market cap of $2.6 trillion, SpaceX has already overtaken Microsoft (MSFT) and Amazon (AMZN) to become the fourth-largest company in the world. It still has a way to go before it catches Apple (AAPL), Alphabet (GOOGL) or Nvidia (NVDA), all of which are worth over $4.5 trillion. But suffice it to say, SpaceX is in elite company as a monster megacap stock.

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