HeyJaredAdam Spatacco
- Indexed articles, last 90 days
- 106
- Latest publication
- Sep 23, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
I Speculated That Stanley Druckenmiller's Tesla Buy Was About FSD. Billionaire Investor Ron Baron Just Confirmed My Thesis. (opens the original)
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Last month, I made a simple assertion: Stanley Druckenmiller's decision to buy call options in Tesla (NASDAQ: TSLA) was less of a bet on its artificial intelligence (AI) efforts and more likely a wager on the value of Full Self-Driving (FSD). The company's Robotaxi platform and its Optimus humanoid robots are projects that still live mostly in the future. By contrast, FSD already boasts paying users, a rising attach rate, and the kind of recurring revenue Wall Street pays a premium for. Just las
Meet the Quantum Computing Stock Growing Faster Than Nvidia (opens the original)
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Artificial intelligence (AI) and quantum computing are two complementary waves. Classical AI is in need of more compute, better models, and cheaper tokens. The companies developing quantum computing systems are betting that their ability to handle specific types of extremely complex problems will eventually allow them to provide answers to questions in chemistry, drug development, materials science, logistics, financial services, and more that are beyond the reach of even the biggest GPU cluster
Should You Buy Micron Stock Before Its Next Earnings Report? (opens the original)
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Micron Technology (NASDAQ: MU) is in the spotlight as investors try to decide whether to buy the stock ahead of the company's upcoming earnings report on Sept. 30. The setup looks familiar heading into the release: booming artificial intelligence (AI) demand from hyperscalers, tight memory supply, and a forecast that models a huge quarter. The real question is not whether Micron is having a good year. It's whether chasing momentum into earnings is the smartest way for investors to play it. Misse
Want to Invest in Anthropic Before Its IPO? Here's How. (opens the original)
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If you want to buy Anthropic stock before the company goes public, you can't type a ticker symbol into your brokerage app and hit the buy button. While Anthropic filed its confidential S-1 with the Securities and Exchange Commission back in June, shares will not be easily accessible to retail investors until it lists on a public exchange. So for now, most of the ways that ordinary retail investors can get exposure to Anthropic will be indirect. The cleanest paths include public-company proxies o
Micron vs. Sandisk: Which AI Memory Stock Benefits More From Nvidia's $279 Billion Warning? (opens the original)
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The artificial intelligence (AI) memory landscape is in the middle of a messy, albeit very profitable, squeeze. Training runs are getting bigger, inference is moving into production, and every new rack of accelerators needs more bandwidth and bits sitting closer to the graphics processing unit (GPU). That is the setup fueling the memory supercycle. The shortage is not a mystery. Wafer capacity is limited, and converting factory lines to high bandwidth memory (HBM) is tedious and costly. NAND sup
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