I have been no fan of Meta Platforms (META) in the past. I owned the stock briefly, selling out during the 2022 “tech wreck,” when it fell to a low below $100 per share. Now the stock is selling for nearly $550 per share, and it’s the best bet I can see for 2025. Let […]
While waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology will be going. The first two years of the AI Era were about “Big AI” projects like ChatGPT, Gemini, Claude, and Co-Pilot, run by the biggest tech companies. They were wholly proprietary, depending on huge […]
Many readers here may think I hate AI or believe it a fraud. That’s not true. It’s a useful tool. Once the hype is drained away, as it was from the Internet after the dot-com crash, it will surely have its day. But AI may be the worst acronym computing has yet developed. It promises […]
Warren Buffett is sitting out the AI era. The Sage of Omaha, legendary chairman of Berkshire Hathaway, has been selling stocks and now sits on an enormous pile of cash, $325 billion by last count. In the past Buffett said he didn’t understand tech stocks. But he bought Apple. Now he’s even selling that. You can […]
I was at a loss for what to do with myself, following the fall of democracy on November 5. Normally I would fight and wait for an opportunity. But with my 70th birthday coming in January, I no longer have the time. My solution has been to retire from daily reporting, except for this blog […]
October was beautiful in Atlanta. It usually is. Football season, you know. But this one was especially fine. Highs in the 70s and 80s, lows in the 50s or 60s. Clear skies, almost no wind. I rode my e-bike to stores and restaurants, rode it all around the city each weekend, discovering new routes, new […]
The story of the 2024 election is obvious in hindsight. It’s a tech story. AI beat the cloud. Democrats ran a cloud campaign. They used cloud technologies to build their support, then sought to activate the support through the fall. This is how Obama won in 2008. But tech has changed. The “tech wreck” of […]
Over the next two months we’re going to hear a lot about Grover Cleveland. Cleveland, like Trump was President twice, listed as the 22nd and 24th. He came to town as a reformer, with just three years in politics behind him. He was a favorite of Mark Twain and other ‘Mugwumps,’ a financial and literary […]
Donald Trump won’t hold power next January. Donald Trump is a dementia victim. He is incapable of doing the job of President or any other job. My mother died of dementia in 2016. I know the symptoms. Peter Thiel (right), a South African immigrant behind the current Artificial Intelligence (AI) boom, will be President. How […]
I spent my career looking around corners as a tech reporter and a finance writer. This was easy in the era of Moore’s Law. I could keep up. But, as you will note if you read some of my recent posts, I can’t anymore. Trump’s re-election hit me like a thunderbolt, as I’m sure it […]
