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Latest from the Blog
Meta and Microsoft Analysis – July 2026
Both companies I write about today have been ditched by the markets as fears of an AI bubble and too much CapEx will ultimately kill their business. Gpus, Cpus, HBMs, Xpus are all in high demand and have been oversubscribed at least until the end of this year (some even more than that). Anyways…——Meta is…
Trump and his tariffs – November 2025
Trump enacted the International Emergency Economic Powers Act to apply sweeping tariffs onto many countries and industries. Its viability is currently being litigated by the supreme court with an expectation of a ruling by late this year or early next year. The judges seem to be leaning 6-3 in favor of dismantling the tariffs. If…
Salesforce Analysis – August 2025
Salesforce Inc provides customer relationship management (CRM) technology that connects companies and customers together worldwide. It has several products meant to increase sales, maximize performance and streamline operations all within hyper-connected cloud and extensive ecosystem. Salesforce offers Software as a Service (SaaS) used for both Business-to-Business (B2B) and Business-to-Consumer (B2C) and are used for sales…
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Devlin Demontigny 