$TSM TSMC Reports Better-Than-Expected Sales on Sustained AI Demand (Bloomberg) cc $SMH $XSD

With designer finishes and expansive amenities, luxury rentals have become a strategic choice for affluent households from Manhattan to Miami and L.A.

$COST IS UP 3% AH AFTER REPORTING ACCELERATING MONTHLY SALES September came in at +8% YoY reaccelerating from 6.1% in August and 5.5% in July. Consumer looks VERY strong.

Sometimes it's hard to pick a clear leader in an emerging growth area so I will own both. Iris Energy $IREN and Hut 8 $HUT are two of the largest Bitcoin miners and AI infrastructure players, each rapidly scaling green energy power and total MW capacity by late 2025. Here’s a

A $20 bull case for BlackBerry $BB relies on the company catalyzing a dramatic re-rating through strategic actions and outsized growth in its high-margin businesses, especially IoT (QNX), while unlocking latent value via potential segment separation and successful scaling of

If just 10% of Gmail's user base paid $60 per year, Google would generate an additional $10.8 billion in annual revenue. This would increase Google's annual earnings per share (EPS) by approximately $0.89, assuming all incremental revenue translates directly to net income and is

Less than 1% of Gmail's $GOOG users pay directly for the service as part of a Google Workspace (formerly G Suite) subscription. Google reports over 1.8 billion active Gmail users globally in 2025, with around 8–9 million paying organizational customers using Google Workspace,

Yahoo dramatically slashed its free email storage limit from 1TB to just 20GB in July-August 2025, compelling millions of users worldwide to upgrade to paid tiers if they need more space or risk losing send/receive access. Premium plans now include 100GB for $1.99/month, 200GB

Premium email services from Apple $AAPL , Microsoft $MSFT, and Google $GOOG are experiencing growth in 2025, primarily driven by the integration of advanced AI features and strategic price increases that target business and professional subscribers. Enhanced AI-powered

SIX STRAIGHT STRIKEOUTS TEN Ks THROUGH 4 INNINGS TREY YESAVAGE IS HERE! #ALDS

Outdoor Postseason Baseball ☀️ The roof will be OPEN for Game One! #WANTITALL

A few weeks ago, the Canada Pension Plan Investment Board (CPPIB) revealed that 12% of the CPP's assets are invested in Canada — its lowest level ever. The largest chunk of its $714-billion fund, 47%, is currently invested in the United States

Globalstar $GSAT is positioned as a premier, high-upside play on the global satellite connectivity market, with its deepening relationship with Apple $AAPL serving as the central pillar for the $80 bull case. Recent strategic expansions have made Apple GSAT’s anchor client and

Sometimes when you looking for the next leader - you buy them both and let the market decide over time. But love the space. •Hesai Technology $HSAI : Based in China, publicly listed on NASDAQ, Hesai is recognized for its high-volume lidar manufacturing and broad application

MindMed $MNMD is widely viewed as a high-upside clinical-stage biotechnology play targeting unmet needs in mental health, with several key catalysts on the horizon and a strong bullish consensus among analysts. Below are the main arguments supporting a bullish investment case for

Peloton $PTON is entering a compelling new growth phase, driven by a major product overhaul, aggressive pricing actions, and a sharpened focus on commercial and AI-powered offerings. A $30 price target is justified on the bullish thesis that this innovation cycle, combined with

Bear/bull sentiment is historic - more bears than bulls after one of the strongest rallies ever?? Until bears throw in the towel, prices can go higher. 75 years of evidence says prices will be dramatically higher in 12 months!

I cannot buy California wine - but my Pension Plan is able to invest $1 Billion in the US. #hypocritesareeverywhere

Since Elon Musk’s “cancel Netflix $NFLX campaign" in late September 2022, Netflix’s stock has risen substantially. On September 30, 2022, Netflix traded around $235.44 per share As of October 2, 2025, the stock closed at $1,170.90

Bullish Thesis $SYM is a platform play at the forefront of a $22+ billion automation revolution in retail and logistics. With robust revenue growth, industry-best backlog, improving margin metrics, and bullish technical momentum, SYM has the potential for substantial multiple