Software and Services – Bottom Fishing

Adobe and ServiceNow are at bargain prices. AI Scare Trade Slicing and dicing the sector Stock Selection. AI Hedge.

AI Impact Summit – India’s Chance

India must act to avoid Europe’s disappointment

Nvidia and Meta – Intel Killer

Deal opens up the CPU market for everyone else.

Global Foundries Q4 25 – Good Timing

GlobalFoundries may have turned a corner.

Open AI – Achilles Heel

OpenAI is hostage to its fundraising.

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Software & Services – Falling Knife

There are gems in the wreckage.

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Artificial Intelligence – Reasoning Debate pt. V

It is still the simple stuff that causes all the problems.

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