HeyJaredAlex Sirois
- Indexed articles, last 90 days
- 569
- Latest publication
- Oct 1, 2026
- Outlet visibility, for AOL.com
- Top 5K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Nvidia Knows It Could Trigger a Credit Risk Shock and Collapse Markets - AOL (opens the original)
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NVDA's $108 billion in customer guarantees means CRWV's $626 million net loss and surging debt now carry direct credit risk back to NVIDIA's balance sheet. Jensen Huang admitted "circular financing" will back roughly 25% of NVIDIA's revenue next year, while CoreWeave carries $72 billion in liabilities against just $5 billion in equity. Building a portfolio and living off one are two completely different skills, and almost nobody teaches the second. This problem is what The Definitive Guide to Re
The Only Way I Stop Adding Broadcom is an AI Collapse - AOL (opens the original)
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Broadcom's AI semiconductor revenue surged 221% in fiscal Q3, with management projecting $230B in AI chip revenue for fiscal 2028. Google signed a long-term TPU deal with Broadcom, which trades near 12x its 2028 EPS target of $30 versus NVIDIA's 46x trailing earnings. Broadcom's free cash flow hit $13.67B at 46% of revenue, backed by 15 consecutive years of annual dividend increases. Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor) I added more Broadcom (NASDAQ:A
Two of Ecommerce’s Biggest Names Just Launched a Silent War - AOL (opens the original)
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Amazon locks 350 million Alexa shoppers inside its walled garden while Shopify opens its checkout to every AI agent on the open web. Amazon's Supply Chain Services partnerships with P&G and 3M anchor major brands deeper inside its closed commerce ecosystem. Shopify's AI-driven orders tripled year-over-year, but loan losses nearly doubled to $141 million, testing whether its open model scales profitably. Building a portfolio and living off one are two completely different skills, and almost nobod
Play Sandisk Correctly As It Moves Sideways And Slightly Upward - AOL (opens the original)
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SNDK holds $93.9B in signed revenue agreements backed by $16.5B in customer guarantees while trading at just 8x forward earnings after five straight EPS beats. Gross margin rocketed to 85% from 26% in one year, but two-thirds of sequential gains came from price increases that mid-teen consumer unit declines could erode. Building a portfolio and living off one are two completely different skills, and almost nobody teaches the second. This problem is what The Definitive Guide to Retirement Income
Buy Any Marvell Technology Pullbacks When They Happen - AOL (opens the original)
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After a 215% one-year run, MRVL's Data Center segment drives 79% of revenue with Q3 guidance pointing to over 50% growth. Alphabet expanded its custom silicon deal with Marvell, including a warrant for up to 7% of GOOGL-tied shares linked to revenue milestones. Whether the 62x forward P/E holds will depend on three catalysts: the Investor Day fiscal 2029 targets, a Q3 earnings beat, and operating margins reaching the 38 to 40 percent range. Read More: Learn 7 ways to generate income with a $1,00
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