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Still Bullish On Amazon
Amazon isn't performing well. That's an anomaly I expect will change soon. Friday Filter #94.
Sep 26
•
Jacob B
21
5
Smartphones Are Dominant. Smartglasses Will Change That (Maybe)
Meta is betting on a future where smartglasses become the new smartphone. The Friday Filter #93.
Sep 19
•
Jacob B
15
6
Is Oracle Cloud the Next AWS?
My thoughts on Oracle's looming threat to big tech's dominance on cloud, if it goes as planned. Friday Filter #92.
Sep 12
•
Jacob B
13
4
Google Is Winning (As It Should Be)
What this week's court ruling means to my thesis, and what's left holding the stock back. Friday Filter #91.
Sep 5
•
Jacob B
11
2
Stock-Based Compensation Isn't "Bad"
It has its pros and cons, but it's misunderstood. The Friday Filter #90
Aug 1
•
Jacob B
12
Q2 Earnings Are Upon Us
Here's what I'm looking out for. The Friday Filter #89
Jul 25
•
Jacob B
13
2
My Best Blossom Posts
"Boring" week for news, but I still have something to share. The Friday Filter #88
Jul 18
•
Jacob B
10
Are Tariffs Happening or Not?
The market's not falling for Trump's tariffs. Neither am I. The Friday Filter #87
Jul 11
•
Jacob B
14
Robinhood Stock Tokens Are a Sham
It's a step in the right direction, but I'd stay away. The Friday Filter #86.
Jul 4
•
Jacob B
9
OpenAI in Shambles
Microsoft and OpenAI are fighting, and it'll cost OpenAI billions. The Friday Filter #85.
Jun 27
•
Jacob B
8
2
The Unknown AI Compounder
An underlooked AI company. The Friday Filter #84
Jun 20
•
Jacob B
13
Meta's Spending Spree
What the Zuck is he up to? More spending it seems. The Friday Filter #83
Jun 13
•
Jacob B
9
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