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Are AI Stocks the Next Dot-Com Bubble — or Just Getting Started?

Are AI Stocks the Next Dot-Com Bubble — or Just Getting Started?

You’ve probably heard that AI is the future. Big Tech companies like Microsoft, Google, and Nvidia are pouring billions into it, and their stock prices have soared. But if you’ve been investing (or even just paying attention), you might be wondering: Is this another bubble — like the dot-com

Episode 6: What Is a Stop-Loss—and How Should You Use It?

Investing is exciting, but it also comes with risk. One of the smartest habits young investors can develop early is knowing when to sell. That’s where the idea of a stop-loss comes in. What Is a Stop-Loss? A stop-loss is a rule you set for yourself that says: “If

Big Tech and the New Age of CapEx: Debt, Leases, and the AI Infrastructure Race

As the AI boom accelerates, global tech giants are facing unprecedented capital expenditure (capex) needs. The race to build AI-ready data centers and cloud infrastructure has pushed capex into record territory. Over the past six months, companies like Microsoft, Oracle, and Meta have begun shifting away from relying solely on

Microsoft’s AI Chip Strategy: Challenging the GPU Giants

The generative AI boom has reshaped how tech giants approach infrastructure—and Microsoft is now all-in on building its own AI chips. Historically dependent on NVIDIA GPUs to power services like GitHub Copilot and Azure OpenAI Service, Microsoft has shifted course: it’s developing custom AI accelerators and server CPUs

MSFT Valuation Update - On DCF stock looks fairly valued

Our 10-year DCF analysis (see snapshot below) indicates that Microsoft shares are fairly valued at current levels. Using an average revenue CAGR of 18% over the next decade, we forecast robust long-term growth consistent with Microsoft’s scale and competitive position. Applying a 13.75% discount rate—derived from a

Episode 5: What Retirement Accounts Are — and Why You Should Get Excited About Them

Saving for retirement can feel like something your future self will worry about decades from now. When you’re a teenager or in your early 20s, life feels immediate: school, work, friends, new goals. But here’s the secret nobody tells you early enough—the younger you start saving and

Episode 4: How to Think About Saving and Investing as a Young Adult

Whether you’re a teenager just starting to handle money or a young adult entering the workforce, the habits you build now will determine your financial freedom later. Saving and investing early—even in small amounts—creates momentum, confidence, and long-term growth. This episode breaks down how to begin, depending