InvestorTalkDaily
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InvestorTalkDaily is a daily newsletter focused on investments and finance. Each morning, I deliver insights, market trends, and pra...
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Discover more/Create at: @skystack.xyz
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy • De-Dollarization: More Narrative Than Reality
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy
De-Dollarization: More Narrative Than Reality
investortalkdaily.substack.com
December 26, 2025 at 4:39 PM
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy • De-Dollarization: More Narrative Than Reality
Deep Dive: Retail Investors Are No Longer “Noise” • How Institutions Are Adapting
Deep Dive: Retail Investors Are No Longer “Noise”
How Institutions Are Adapting
investortalkdaily.substack.com
December 24, 2025 at 4:37 PM
Deep Dive: Retail Investors Are No Longer “Noise” • How Institutions Are Adapting
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power • Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power
Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
investortalkdaily.substack.com
December 22, 2025 at 4:38 PM
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power • Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
investortalkdaily.substack.com
December 21, 2025 at 4:38 PM
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
investortalkdaily.substack.com
December 20, 2025 at 4:37 PM
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half • Why Markets Price the “Winning Half”
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half
Why Markets Price the “Winning Half”
investortalkdaily.substack.com
December 18, 2025 at 4:39 PM
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half • Why Markets Price the “Winning Half”
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut? • Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut?
Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
investortalkdaily.substack.com
December 11, 2025 at 4:39 PM
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut? • Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play? • Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play?
Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
investortalkdaily.substack.com
December 9, 2025 at 4:37 PM
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play? • Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
ASML: The Ultimate Chokepoint in the Silicon Supply Chain • Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
ASML: The Ultimate Chokepoint in the Silicon Supply Chain
Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
investortalkdaily.substack.com
December 7, 2025 at 4:41 PM
ASML: The Ultimate Chokepoint in the Silicon Supply Chain • Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
Netflix: The “Utility of Attention” Enters Its Prime • Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
Netflix: The “Utility of Attention” Enters Its Prime
Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
investortalkdaily.substack.com
December 6, 2025 at 4:40 PM
Netflix: The “Utility of Attention” Enters Its Prime • Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
Salesforce: The “Death of SaaS” Was Greatly Exaggerated • Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
Salesforce: The “Death of SaaS” Was Greatly Exaggerated
Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
investortalkdaily.substack.com
December 4, 2025 at 4:38 PM
Salesforce: The “Death of SaaS” Was Greatly Exaggerated • Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
Alkami Technology: A Growth Story on Trial • Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
Alkami Technology: A Growth Story on Trial
Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
investortalkdaily.substack.com
December 2, 2025 at 4:41 PM
Alkami Technology: A Growth Story on Trial • Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
PYPL: The $64 Billion “Show-Me” Story • Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
PYPL: The $64 Billion “Show-Me” Story
Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
investortalkdaily.substack.com
November 30, 2025 at 4:40 PM
PYPL: The $64 Billion “Show-Me” Story • Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
Asana (ASAN): A High-Risk Bet on an AI Turnaround • The market has priced this work-management pioneer for failure. Is that a costly mistake?
Asana (ASAN): A High-Risk Bet on an AI Turnaround
The market has priced this work-management pioneer for failure. Is that a costly mistake?
investortalkdaily.substack.com
November 29, 2025 at 4:38 PM
Asana (ASAN): A High-Risk Bet on an AI Turnaround • The market has priced this work-management pioneer for failure. Is that a costly mistake?
AMD: More Than an AI Underdog • Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
AMD: More Than an AI Underdog
Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
investortalkdaily.substack.com
November 27, 2025 at 4:41 PM
AMD: More Than an AI Underdog • Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
The AI Surge Oracle Is Quietly Building Into a Market Power Play • Oracle’s Reinvention Is No Longer a Rumor
The AI Surge Oracle Is Quietly Building Into a Market Power Play
Oracle’s Reinvention Is No Longer a Rumor
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
The AI Surge Oracle Is Quietly Building Into a Market Power Play • Oracle’s Reinvention Is No Longer a Rumor
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again • And the Market Wasn’t Ready
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again
And the Market Wasn’t Ready
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again • And the Market Wasn’t Ready
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle • Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle
Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle • Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
Apple’s Premium Valuation: Can It Still Compound? • A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case
Apple’s Premium Valuation: Can It Still Compound?
A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Apple’s Premium Valuation: Can It Still Compound? • A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case
Apple at $4 Trillion: Can the AI Era Fuel Its Next Decade? • Assessing Apple’s upside, risks, and long-term investment case as it evolves from hardware giant to AI-first services ecosystem.
Apple at $4 Trillion: Can the AI Era Fuel Its Next Decade?
Assessing Apple’s upside, risks, and long-term investment case as it evolves from hardware giant to AI-first services ecosystem.
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Apple at $4 Trillion: Can the AI Era Fuel Its Next Decade? • Assessing Apple’s upside, risks, and long-term investment case as it evolves from hardware giant to AI-first services ecosystem.
Beyond Meat’s Fight for Survival: Can Reinvention Save a Fading Brand? • Debt restructuring, margin recovery, and product reformulation could reset the story—but time is running out.
Beyond Meat’s Fight for Survival: Can Reinvention Save a Fading Brand?
Debt restructuring, margin recovery, and product reformulation could reset the story—but time is running out.
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Beyond Meat’s Fight for Survival: Can Reinvention Save a Fading Brand? • Debt restructuring, margin recovery, and product reformulation could reset the story—but time is running out.
Liquidity and Valuation: The Real Driver Behind Markets • How M2, the Fed’s balance sheet, and hidden liquidity flows explain today’s market resilience and elevated valuations.
Liquidity and Valuation: The Real Driver Behind Markets
How M2, the Fed’s balance sheet, and hidden liquidity flows explain today’s market resilience and elevated valuations.
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Liquidity and Valuation: The Real Driver Behind Markets • How M2, the Fed’s balance sheet, and hidden liquidity flows explain today’s market resilience and elevated valuations.
TSMC’s AI Leap: Capitalising on the Compute Boom • Taiwan Semiconductor Manufacturing (TSM) leverages advanced nodes and packaging advantage to ride multiple years of AI and HPC growth.
TSMC’s AI Leap: Capitalising on the Compute Boom
Taiwan Semiconductor Manufacturing (TSM) leverages advanced nodes and packaging advantage to ride multiple years of AI and HPC growth.
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
TSMC’s AI Leap: Capitalising on the Compute Boom • Taiwan Semiconductor Manufacturing (TSM) leverages advanced nodes and packaging advantage to ride multiple years of AI and HPC growth.
Palantir: The Quiet AI Powerhouse Reaching Escape Velocity • Palantir’s AI platform is rewriting enterprise software — but its valuation demands near-perfect execution.
Palantir: The Quiet AI Powerhouse Reaching Escape Velocity
Palantir’s AI platform is rewriting enterprise software — but its valuation demands near-perfect execution.
investortalkdaily.substack.com
November 24, 2025 at 11:07 AM
Palantir: The Quiet AI Powerhouse Reaching Escape Velocity • Palantir’s AI platform is rewriting enterprise software — but its valuation demands near-perfect execution.
The Next Trillion-Dollar Frontier: Investing in the Space Economy • Satellite networks, data platforms, and private spaceflight are transforming global infrastructure — here’s where the real long-term value lies for investors.
The Next Trillion-Dollar Frontier: Investing in the Space Economy
Satellite networks, data platforms, and private spaceflight are transforming global infrastructure — here’s where the real long-term value lies for investors.
investortalkdaily.substack.com
November 24, 2025 at 11:07 AM
The Next Trillion-Dollar Frontier: Investing in the Space Economy • Satellite networks, data platforms, and private spaceflight are transforming global infrastructure — here’s where the real long-term value lies for investors.