This year is really a rollercoaster. This also shows it is difficult to beat the market every year. i have prepared myself. I still believed I may beat the market this year too. Do you think you can beat the market? My plan and convictions haven't change, once I double my portfolio I will start to preserved my wealth. Let it grow at market rate. I'm still young so time is on my side! $Palantir Technologies Inc.(PLTR)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$ <
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ im buying today instead of waiting. Going on a trip to Japan this Friday. Not planning to look at the charts daily. Just following any news on pltr. Investing requires homework and I am looking out for bad news. No bad news means let the investment moon!
$Alphabet(GOOG)$ $Alphabet(GOOG)$ rotating msft and meta funds into goog. I am using the index components and rebalancing accordingly. Apple, Microsoft and meta have failed to perform.
Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off Now
Here's a comprehensive, bullish counter-article based on the title "Hyperscaler Earnings 'Fraud'? Reality Check: AI Investments Are Paying Off Now". It directly tackles Michael Burry's accusation of "earnings fraud" via extended depreciation on AI GPUs/servers (estimating ~$176 billion understated depreciation from 2026–2028, potentially overstating Meta earnings by ~21% and Oracle by ~27%), while shifting focus to tangible 2025–early 2026 evidence of accelerating cloud/AI revenue, backlog growth, monetization, and productivity signals from hyperscalers as of April 2026.Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off NowMichael Burry has aggressively labeled hyperscaler accounting practices as one of the "most common forms of fraud in the modern era." His core cl