Recent Posts

Which Data Center Stock Is Better?

In this piece, I am evaluating two data center stocks: Super Micro Computer (SMCI) and IBM (IBM). A closer look leads me to establish a bearish view for Super Micro Computer and a neutral view for IBM. Super Micro Computer (Super Micro) manufactures servers for cloud computing, data centers, big …

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Xavier Niel, a Driving Force of French AI, Is Now Shaping TikTok

In Niel, ByteDance has found a board member who revels in challenging the establishment. Just as TikTok has lured eyeballs away from the likes of Instagram and YouTube, Niel’s telecoms firm was also an outsider in the 1990s, attempting to rival the telecoms giants known as France’s big three: Orange, …

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