Wednesday, August 13, 2025

AMD -- August 13, 2025

Locator: 48846INVESTING.

Chart of the day:

That 15% tariff story -- pure gold?

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Cisco Systems

If Oracle is the poor man's Palantir, then Cisco is the poor man's Oracle.

Link here.

AAPL: what a difference a month makes --


Owns "no" tech: