#66 Reflections on Investing: How Much Does AI Value AI?
How does AI value AI? We prompted Perplexity Labs to create a DCF for #NVDA, #MSFT, #GOOG, #META, #AAPL and #AMZN. The results may surprise you.
Investor Memo Q2 2025: From Panic to Peak: Market Turmoil, Recovery
From Liberation Day Chaos to Cautious Recovery The second quarter of 2025 started with the April 2nd "Liberation Day" tariff announcement that sent shockwaves through global financial markets. What began as extreme volatility and panic selling evolved into a remarkable…