Valuation
+4
Jul 31, 2026
•
2 min read
Microsoft posts record numbers and the stock reclaims its 200-day line. Still, there's an elephant in the room for me that turns the valuation into a risk. Why I'm not buying.
Speculative
+6
Mar 20, 2026
4 min read
Oracle: 60% down, $553bn in orders, one customer is 54% of it.
