Mindblown: a blog about philosophy.
-

Salesforce Reinvents Microsoft’s Domination In Q1 2027 Earnings Report
Enterprises continue committing future dollars to Salesforce despite every AI headline screaming that software disruption is accelerating.
-

Why NVIDIA (NVDA) Stock is the Structurally Honest AI Play
Everybody believes in the AI narrative, which is what both supports and clouds NVIDIA stock. The question now is, how much of the belief is baked in?
-

Sandisk Poised for Massive Growth as AI Fuels NAND Demand
Artificial intelligence is reshaping the global economy, and Sandisk is well-positioned to benefit from the most powerful technology trends in decades.
-

3 Stocks That Could Ride the $1.7 Trillion SpaceX IPO Wave
If SpaceX (NASDAQ: SPCX) ultimately reaches public markets at a valuation approaching $1.7 trillion, most investors will focus only on getting shares. That’s understandable. For years, ordinary investors have watched one of the most important private companies in the world create value from the sidelines. The moment shares become available, demand will be enormous. But…
-

Does the Smart Money Know Something About Lucid (LCID) Stock That We Don’t?
While LCID stock has been nothing short of a disaster, the upside convexity that’s being painted in the options market is making speculators think twice.
-

A $1 Trillion Defense Spending Boom Is Emerging—Here’s How to Trade It
The sustained rise in global defense spending could provide strong tailwinds for aerospace and defense companies.
-

AI Earnings Test: 3 Tech Names to Watch
AI earnings are back in focus, and Dell, Marvell, and Salesforce will give investors insight into what’s becoming an unstoppable wave of AI demand.
-

AutoZone’s Q3 Earnings: Is This The Death Of Disposable Thinking?
AutoZone earnings reinforced the idea that consumers are becoming more selective about replacement and more committed to preservation.
-

Can the Upcoming World Cup Turn Nike (NKE) Stock’s Fortunes Around?
While Wall Street is steadily losing patience with the athletic apparel manufacturer, Nike stock may offer something enticing for options traders.
Got any book recommendations?
