Jason Calacanis, an early Uber investor, argues that Bitcoin's main challenge is not the asset itself but the disruptive influence of MicroStrategy and its co-founder Michael Saylor. MicroStrategy has become the largest corporate Bitcoin holder, using aggressive financing to buy more BTC, which Calacanis says distorts the market and attracts speculative capital away from direct Bitcoin investments. He has criticized MicroStrategy's model as risky and likened it to a pyramid scheme, urging investors to buy Bitcoin directly instead. This highlights concerns about how corporate strategies can impact Bitcoin's market perception and investment dynamics.
Solaris Energy Infrastructure (SEI) was added to the AI Investor Portfolio as a $10,000 position due to its role in providing behind-the-meter power for SpaceX's data center expansion. SEI uses mobile gas turbines to quickly power data centers, bypas...
AppLovin (APP) faces challenges as advertising spending concentrates in large platforms, causing growth to slow. However, strong Q2 2026 results and positive Q3 guidance support its value, with shares trading at an attractive EV/EBITDA of 14.95x. Ris...
Rambus shares fell from their June peak but show promise with a 13.93% upside target at $113.17 over the next year. The company reported record Q2 revenue of $207.4 million, driven by AI and data center demand, and expects continued growth with new p...
The First Trust Morningstar Dividend Leaders Index Fund ETF (FDL) is rated a hold because it offers defensive positioning but has structural issues in its yield-focused approach. While FDL recently outperformed the S&P 500 ETF (SPY), helped by energy...
Levels has introduced new 1.48 lb canisters of Strawberry and Unflavored Whey Protein Powders, plus single-serve sachets in Vanilla Bean and Double Chocolate, now available at select Walmart stores across the U.S. These products feature minimal ingre...
