Why We’re Severely Undervaluing Energy Transfer’s 8% Yield (NYSE:ET)

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This article was written by Follow Oliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive advantages. A trusted voice in financial analysis, Rodzianko’s insights are frequently highlighted…

This week’s ai stock spotlight is Palantir ($PLTR) Palantir Technologies (PLTR) is a U.S.-based software company founded in 2003 by Peter Thiel, Alex Karp, and others, originally to develop advanced data integration and analytics tools for U.S. intelligence agencies. They’re best known for building platforms that ingest massive, disparate datasets and transform them into actionable…

I left you yesterday with the idea that the price surge in CBA shares is not because of passive money flow. Instead, it’s a signal of the AI boom that’s going to filter out across the ASX. This is already behind the resurgent Nasdaq this year (and from 2023 in general before that). The current…