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Linkfest : 04 February, 2026
Some stuff I am reading today morning: My advice on the US-India trade deal ( Evan F ) Traders dump software stocks ( Bloomberg ) NSE terminals to Dubai bookies ( BW ) Stock Talk : Shriram Finance ( FE ) Company : Transchem Ltd ( Bhavik Mehta ) The SpaceX- xAI merger ( George…
Air Canada: Time to Board After a 33% Monthly Gain?
Shares of Air Canada (TSX:AC) have been on the ascent this month, gaining close to 33% in the past month alone on the back of a somewhat decent quarterly earnings report. Indeed, the first quarter was by no means incredible, but it was good enough to win over some notable analyst price target upgrades. And…
The Forgotten AI Investment: Memory – Fat Tail Daily
Monday in the US brought another big AI moment. AMD shares exploded ~25% higher after announcing a multibillion-dollar chip deal with OpenAI. The partnership will see OpenAI deploy up to six gigawatts of AMD GPUs over multiple years, starting with one gigawatt in 2026. As part of the agreement, OpenAI could acquire up to 10%…
AR1 – Austral Resources Australia
Response is back (a day early) and punters seem happy – AR1 pushed to 40c on resumption, a 10% lift 1. No. AR1 is not aware of any information concerning it, that has not been announced to the market which, if known by some in the market, could explain the recent trading in its securities….
