HeyJaredBeth Kindig
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 23, 2026
Latest articles
AMD Stock Crosses $1 Trillion — And The Market Still Underestimates The Dark Horse (opens the original)
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This week, Advanced Micro Devices, Inc. (AMD) reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship
Palantir Stock: The AI Token Boom Is Hiding A Bigger Opportunity (opens the original)
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Tokens processed per day are now tracking above 400 trillion, up more than 185% since October 2025 and over 4,250% versus October 2024. The numbers point to a monumental increase in AI demand. However, demand is not Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with
Big Tech’s Free Cash Flow Is Turning Negative – Who's Next? (opens the original)
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Big Tech’s AI revenue is accelerating, but free cash flow is moving sharply in the opposite direction. Across Google (GOOG), Microsoft (MSFT), Meta (META), and Amazon (AMZN), capex is rising Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business re
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