Substack von StocksBot
StocksBotMein persönlicher Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | a year ago | Last Issue | 14 days ago |
| Active | |||||
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stocksbots.substack.comLatest Issues
$MSFT FY26 Q4 (calendar Q2), the best Hyperscaler this quarter?
The most useful thing in the whole call came out in the Q&A.
They said margin optimization comes through “openness of the model”.
What they’re building is a harness, the AI that remembers everything. The brain of the operation. Memory, co...
$GOOG Q2, AI Capex ROI, $GEV and where the ROI actually is
Alphabet Q2, AI Capex, and Where the ROI Actually Is
Alright. We’re going to talk about Alphabet earnings Q2, and also in general what’s going on with AI Capex.
After the Q2 earnings came in, I found them very good. But I can’t say they...
Everybody is Asking, But Nobody Can Answer: Are We in a Bubble?
Recently, I’ve been seeing more and more posts on X and Substack from people worrying about a 2000 dot-com-style crash. $QQQ at all-time highs, semiconductor stocks at all-time highs, RAM shortages, MAMA stocks ($META, $GOOG, $MSFT, $AMZN)...
Keeping up with my holdings: $RDC Redcare Pharmacy
Keepin’ up with my holdings: $RDC Redcare Pharmacy,
I wrote my last article about $RDC on January 15th, 2026. That was exactly three months and 11 days ago. The day I published that piece, $RDC was trading at around €65. Since then, the...
SaaSpocalypse, digging out the Worthy
SaaSpocalypse: Digging Out the Worthy
The Data/Traceability/Accountability Moat: Three Scenarios
Scenario 1: The Lab Technician
Imagine you are a lab technician working in safety testing (let’s say new agricultural chemicals...
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