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Why AMD's Story Just Changed
Helios positions AMD as a turnkey AI platform provider, bundling MI455 GPUs, EPYC Venice CPUs, networking, and software. The repeatable rack-scale des...
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Exxon Mobil Vs. Chevron: One Oil Giant Stands Above The Other
Exxon Mobil (XOM) is the clear winner over Chevron (CVX), offering superior long-term upside and operational leverage. XOM projects operating cash flo...
I Am Pounding The Table, I Demand Income
Dividends have represented ~40% of the market's total returns since 1930. Markets move up and down; income is the only form of tangible return that ca...