Berkshire’s First Quarter Without Buffett: $400 Billion in Cash and a Conglomerate in Motion
First quarterly report under Greg Abel: operating earnings up 18%, net income roughly doubled to $10.1B, cash reserves approaching the historic $400B mark.
Microsoft vs. Meta After Q1 Earnings: Why the Same Capex Trend Triggered Two Completely Different Stock Reactions
Microsoft +18% revenue, +51% backlog to $392B — stock rises. Meta +33% revenue, +$10B capex guidance — stock down 10%. Why the market values the same AI capex story so differently.
Alphabet Just Solved the AI Capex Question — At Least For Now
Alphabet’s Q1 2026 print delivered the cleanest answer the market has gotten on AI capex: $109.9B revenue, Cloud +63%, and a $462B backlog. Capex guidance up, not down — supply, not demand, is the new constraint.
The OpenAI Reality Check: What the Revenue Miss Means for the Entire AI Capex Bubble
OpenAI missed its internal targets — what that signal means for the $700 billion AI infrastructure buildout, the dependency chain through Oracle and Nvidia, and how it compares to the dotcom bubble.
Markets Hold Their Breath: Fed Split, Mag7 Earnings, and the OpenAI Shockwave
A four-dissent Fed decision, Mag7 capex on a collision course with reality, and the OpenAI revenue miss that reset the entire AI infrastructure trade.
Stock Valuation Methods: P/E, P/CF, P/B Explained
A stock trades at $150 — is that cheap or expensive? The answer determines whether you make money long-term or
How ETFs Really Work — Replication, APs, and Hidden Costs
An ETF share trades for €100 and holds 1,500 stocks inside — how does that actually work? Who is buying
Options for Beginners — Calls, Puts and Safe Strategies
Calls, puts, strike, expiration, premium — what options are, how buyers differ from sellers, and which strategies are appropriate for beginners.
Technical Analysis Basics — Trends, Indicators, Patterns
Technical analysis explained: trend identification, moving averages, RSI, MACD, support/resistance and the key chart patterns — with real-world examples.
How to Read a Balance Sheet — A Step-by-Step Guide for Investors
A balance sheet is a snapshot of a company’s financial position — what it owns, what it owes, and how