Mindblown: a blog about philosophy.
-

Oracle Report Looms: AI Boom Drives Expectations
Oracle heads into earnings as a key AI cloud play, with investors focused on OCI growth, backlog expansion, and future guidance.
-

OpenAI IPO Anticipation Builds: 3 ETFs Worth Watching
OpenAI IPO excitement is growing. These three ETFs and funds offer investors exposure to AI and IPO trends before potential public listings.
-

The Defense-Space Convergence: 3 Stocks In The New Military Space Race
The new space race isn’t about tourism or Mars. It’s about building the systems that let nations launch faster, see farther, and act sooner.
-

Campbell’s Stock: Can Rao’s Growth Offset Soup Market Pressure?
Campbell’s faces real pressure, but if you can get past some near-term ugliness, CPB may provide a source of comfort food for your portfolio.
-

3 Tech Stocks To Buy On The Dip
The AI selloff looks like a reset in expectations, not fundamentals, with tech stocks still executing well.
-

AI Boom: Why Citi Hiked its S&P 500 Price Target to 8,100
AI boom could push the S&P 500 toward 8,000 by 2026 as analysts point to strong fundamentals and rising demand.
-

S&P 500 Inclusion Sparks Massive Interest in These AI Stocks
Marvell, Flex, and Lumentum are benefiting from S&P 500 inclusion and growing AI demand, attracting investors and institutions alike.
-

Lululemon Faces a Nike-Style Reckoning After Weak Q1
The Lululemon logo still has cache. But management has to remind consumers why, before a cheaper alternative becomes the new default.
-

Impatient Investors Overrides Ciena’s Q2 Solid Earnings Results
Ciena posted growth across revenue and profitability, but investors sold the stock as expectations for the AI infrastructure ran ahead of reality.
-

Why Twilio Could Be One of the Most Overlooked AI Infrastructure Stocks
While investors have focused on AI chipmakers, Twilio may be one of the most overlooked beneficiaries of the conversational AI boom.
Got any book recommendations?