C3.ai's Cheaper Valuations Are Negated By Mixed Macro/Geopolitical Events

We came back from snowy Ireland to snow covered Maryland. And this morning, we sit in front of the fire and take a break from our customary rigorous analysis and air-tight logic to make some guesses. As reported last week, the Musk/Ramaswamy DOGE group has already admitted that it can’t really eliminate the deficit. Not…

Is it over? One glance through the gap between my fingers shows almost all green on the small-cap watchlist. Almost all green in micro-cap land too. But we’re not quite there yet for the more speculative parts of the market. Yesterday I pointed out surging US biotech indices and ETFs. These suggest the AI bubble…

Pushed up to a new all-time high today. Cheers, GP [I hold] Source link

This article was written by Follow Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract the most critical ideas. He runs…