Mastodawn

Why The Cheapest Software Stocks May Be The Most Dangerous Bargain In 2026

Back in 2015, a certain kind of stock looked irresistible… Tilly’s (TLYS) was trading at a single-digit P/E. So was Abercrombie & Fitch (ANF). American Eagle (AEO). The Buckle (BKE). A whole shelf of mall-based apparel names had been bludgeoned by Amazon (AMZN), and bargain hunters were lining up to scoop them out of the discount bin. The pitch wrote itself. Real revenue. Real stores. Real dividends. And a multiple that left almost nothing to the downside.......Continue […]

https://onlinemarketingscoops.com/2026/05/24/the-cheapest-software-stocks/

Why The Cheapest Software Stocks May Be The Most Dangerous Bargain In 2026

Online Marketing Scoops

NewsletterTF May 15

Wall Street Grapples with AI's Shifting Sands: Bubble Fears Meet Persistent Enthusiasm

DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

#DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting

https://newsletter.tf/digitalocean-ai-cloud-surges-amidst-bubble-fears/

NewsletterTF May 15

DigitalOcean's AI Cloud platform is seeing strong demand, with its stock price rising beyond expectations. This comes as some analysts worry about a potential bubble in AI company valuations.

#DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting
https://newsletter.tf/digitalocean-ai-cloud-surges-amidst-bubble-fears/

DigitalOcean AI Cloud Surges Amidst AI Bubble Fears on Wall Street

DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

NewsletterTF

Tom's Hardware Italia Apr 9

🚀🔍 La Corea del Sud intensifica il monitoraggio sui prezzi delle DRAM, dando nuovo impulso al settore. Investi in futuro, investi in tecnologia! #DRAM #TechInvesting

🔗 https://www.tomshw.it/hardware/dram-alle-stelle-la-corea-del-sud-monitora-i-prezzi-2026-04-09

DRAM alle stelle: la Corea del Sud monitora i prezzi

La Corea del Sud interviene con misure straordinarie per frenare l'aumento dei prezzi di RAM e SSD, causato dalla crisi globale dei componenti di memoria.

Tom's Hardware

James Mar 30

A new analysis argues Big Tech's record AI spending isn't about winning — it's defensive. Forcing OpenAI and Anthropic to raise ever-larger rounds shrinks the investor pool until IPOs become the only path left. If the chain breaks, the ripple hits data centers, banks, and pension funds.

https://martinvol.pe/blog/2026/03/30/how-the-ai-bubble-bursts/

#AINews #TechInvesting #AIBubble #Economy

How the AI bubble bursts

The catalysts for a crash are already laid out, and it can happen sooner than most expect. AI is here to stay. If used right, chances are it will make us all more productive. That, on the other hand, does not mean it will be a good investment. Big tech doesn’t need to win, just outspend Magnificent 7 companies are increasing capex to their biggest ever to differentiate their tech from each other and the big AI labs, but the key realization is that they don’t have to spend it to win. It’s a defensive move for them, if they commit $50B, OpenAI and Anthropic need to go raise $100B each to stay competitive, which makes them reliant on investors’ money. As the numbers get bigger, the amount of funds that can write checks of the size required to fill such amounts gets smaller. And many of them are now getting bombed in the Gulf. This is the reason there’s a push for IPOs, it’s because it’s the only option left to keep the funding coming. Taking this into account, Google is extremely well positioned to weather the storm. When they announce capex expenditure, they don’t spend it overnight. They can simply deploy month by month until their competitors struggle to raise and get forced to capitulate. At that point they can just ramp down the spending and declare victory in a cornered market. They don’t need capex, they just need to make it very clear for everyone that nobody can outspend them. It is hard to picture as numbers get so big, but Alphabet (Google’s parent) is ten times more valuable than the biggest military company 1. This also has a great implication for the Mag 7, especially Google: their capex will be a lot smaller in practice than projected, and as investors hate to see high capex in tech, the market will probably reward that if it materializes. As of March 2026, Alphabet’s market cap is ~$2T while Lockheed Martin’s is ~$120B. ↩

Volpe’s Blog

Felix Wagner Mar 17

NVIDIA ist nicht einfach nur ein Unternehmen – es ist eine Gelddruckmaschine. 🖨️💵

Im vierten Quartal lag der Umsatz bei 68,1 Mrd. USD, mit einer beeindruckenden Nettomarge von 63 %.

Anders gesagt: Von 100 USD Umsatz bleiben rund 63 USD als Gewinn übrig.

Der freie Cashflow ist um 124 % gestiegen – ein klares Zeichen, dass die Bewertung nicht nur Hype ist, sondern durch harte Zahlen gestützt wird.

Aktuell wächst der Gewinn schneller als der Aktienkurs. 📈

#Earnings #TechInvesting #SmartMoney

NewsletterTF Feb 22

The stock market is shaky because of worries about AI. Some people fear AI will hurt old businesses, while others doubt if AI companies will make money soon. This has caused many AI-related stocks to lose value.

#AI, #StockMarket, #TechInvesting, #MarketVolatility, #ArtificialIntelligence

https://newsletter.tf/ai-stock-selloff-market-instability/

AI Stocks Fall, Making Markets Unstable

AI stock prices are dropping fast. This is causing big money worries. People are unsure if AI will help or hurt businesses and if big AI money will pay off soon.

Deep Press Analysis Feb 17

The Great AI Bifurcation: Why Smart Money is Betting on Palantir, China & Bitcoin

#AIBubble #SmartMoney #Geopolitics #Palantir #DavidTepper #MacroEconomics #BitcoinETF #TechInvesting

https://youtu.be/59r-DFmuxt4

The Great AI Bifurcation: Why Smart Money is Betting on Palantir, China & Bitcoin

YouTube

Tom's Hardware Italia Feb 3

💻 Microsoft ha iniettato miliardi, ma Copilot non sta ancora rendendo lo stesso. Voli alti o atterraggi forzati? 📈 #MicrosoftCopilot #TechInvesting

🔗 https://www.tomshw.it/hardware/microsoft-copilot-solo-il-33-paga-lai-2026-02-03

Microsoft investe miliardi, ma Copilot resta poco monetizzato

La base utenti cresce rapidamente, ma la quota di chi paga Copilot resta marginale rispetto all’ecosistema Microsoft 365.

Tom's Hardware

catherine1987 Jan 29

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips
The GPU giant is doubling down on its cloud infrastructure allies. Nvidia has announced a fresh $2 billion investment into CoreWeave, the specialized cloud provider that has become essential for AI startups hungry for compute power. Alongside the funding
#Nvidia #CoreWeave #AICompute #GPU #TechInvesting #Semiconductors #CloudComputing
https://www.technology-news-channel.com/nvidia-puts-another-2b-into-coreweave-offers-new-chips/

Nvidia Puts Another $2B Into CoreWeave, Offers New Chips

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s additional $2 billion investment in CoreWeave, to accelerate the buildout of AI[...]

Technology News