@PoorBoyLeon:$ServiceNow(NOW)$ First software position after the saspocalypse, not sure when it's gonna end but this name is looking real attractive. Fundamentals and technicals are both in line. Will slowly build up position. Many think AI would take over. However, from what I see, most companies would not self run AI, they would subscribe/pay a company to run/integrate AI into their workflow and servicenow seems to be in the right spot. Just a thought. Companies will always need someone to blame when something happens, they will not run their own AI, especially healthcare.
@koolgal:🌟🌟🌟Can SpaceX become a satellite era of Amazon? Yes $SpaceX(SPCX)$ is replicating Amazon's multi decade platform strategy with flawless execution. SpaceX spent the last decade doing the same thing in the sky while Amaxon does it on land. By mastering the self landing physics of Falcon 9 and scaling the massive steel framework, SpaceX captured a monopoly on space logistics. It can launch payloads to orbit cheaper and faster than its rivals. If an enterprise wants space based cloud computing, it cannot bypass SpaceX infrastructure. SpaceX has successfully positioned itself as the full stack of gatekeeper of the global space economy.
BH is currently holding to cash pending for deployment. It will be interesting to see how the capital will be used in the so volatile market. Very big geo-political eight now
@ET37:Berkshire Hathaway In its Q1 2026 13F filing Completely closed out stakes in UnitedHealth Group (UNH), Aon (AON), Amazon (AMZN), Domino's Pizza (DPZ), and Liberty Latin
@AK80:$Rocket Lab USA, Inc.(RKLB)$ my intention was to build my position slowly in light of the space boom so I only bought a small position but it went parabolic after its earnings just 2 days after I bought. Should I sell?
@SvipS:$Intel(INTC)$ Super profit. Was wondering how far can it goes. Next level USD200 after it gain back it's share in CPU. With AI area still growing. Looking to that once Iran war ended.