Helios positions AMD as a turnkey AI platform provider, bundling MI455 GPUs, EPYC Venice CPUs, networking, and software.

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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...

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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...

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