Stockscurrent
Stockscurrent is helping individual investors just like you. We conduct research, provide analysis, and stock recommendations, portfolio and investment activity for long term investment. Join Stockscurrent.com along with professional and beginner investors.
The SpaceX question everyone is asking, but the better question is behind it.
Notification Dear Reader! Since SpaceX listed on the Nasdaq in June 2026, at $135 a share under the ticker $SPCX, questions keep coming in the same form: Do you buy SpaceX at this valuation? Or when is the right time to get into SpaceX stock? They are fair questions. SpaceX sits among the eight most valuable companies on Earth. I think it's the most consequential company in the history of humanity so far. SpaceX is not a rocket company. It's a four layer bet on the physics of AI. Strip away...
Stockscurrent: CrowdStrike trying to own AI where it actually executes.
Notification Dear Reader! Fal.Con Day 1 did not feel like a product dump. It felt like CrowdStrike double-underlined that the next control plane is the agent itself. Here is the summary of Falcon 2026 in case you missed it. Please keep the stock price and valuation aside for now. For people who already live inside ARR, Flex, and module attach, today was about something narrower and more important. Who owns runtime protection when software starts acting without waiting for a human? CEO George...
Intuitive Surgical After the Q2 Selloff
Notification Dear Reader! Intuitive Surgical After the Q2 Selloff: When a Great Business Goes on Sale, It Never Feels Comfortable There is an old truth in this business that every experienced investor eventually learns the hard way: the market does not sell off great companies when the news is obviously bad. It sells them off when the news is good, but the story gets complicated. That is exactly what happened to Intuitive Surgical last week. On Thursday, July 16, the company reported second...
Datadog built AI triangle
Notification Dear member Reader! Datadog’s overarching theme was enabling autonomy across development, operations, and security, leveraging AI to address rising complexity and accelerate business outcomes. The unified platform integrates observability, security, analytics, and automation under one roof, breaking down silos and supporting AI workloads, legacy environments, and digital transformation. The company has over 1,000 integrations and ingests more than 1 trillion events per hour, and...
SaaS is dead and the Agentic Shift
Notification Dear member Reader! I've written extensively about the data center boom, in case if you missed it. We're clearly in a period of rapid expansion. Previously, I covered AI's energy challenge and power infrastructure.Powering the future AI energy challengePowering the Data Center Revolution part-1Powering the Data Center Revolution part-2 In recent days, SaaS companies have been going lower in worries about the end of the software era or seeing the step change to transforming into...
6 Steps to Boost Your Financial Health: Year-End Financial Checklist
Year-End Financial Checklist: 6 Steps to Boost Your Financial Health As the year winds down, many of us find ourselves busy celebrating holidays with friends and family or dealing with a mountain of financial paperwork—receipts, statements, tax forms, and more. Are you optimizing your finances before the year ends? From tax-loss harvesting to maximizing retirement contributions, there are several strategic moves you can make to improve your financial standing. Here's a 6-step year-end...
Future of Data center cooling
Notification Dear member Reader! II've written extensively about the data center boom, but requests keep increasing for more information on various aspects. We're clearly in a period of rapid expansion. Previously, I covered AI's energy challenge and power infrastructure.Powering the future AI energy challengePowering the Data Center Revolution part-1Powering the Data Center Revolution part-2 Today, I will focus on the cooling and HVAC segment of data centers, a critical component in the data...
Locked
Stockscurrent: Trade Notification
Notification Dear Reader! One, the overall market seems screeched to me. The reason I am saying this is that the S&P 500 is near all time high, housing prices are high, and mortgage interest rates are also high. Gold prices are near all time high. We are seeing some elevated inflation, and the labor market is weak. Interest rates are expected to decrease; considering all this data, I think it's a good time to have more cash to the portfolio. I could be wrong, but I would like to raise some...
Locked
Stockscurrent: Thoughts on recent transaction
Buy Notification Dear Reader! The market is all time high, gold is all time high, house prices are high, bitcoin is near all time high. Some will say there is bubble and some will say we are in early innings. We really don’t know either, what we know that there are still some pockets in the market that are under appreciated.We are looking at the market right now taking a harder look at all the companies in our portfolio. For the most part we feel like sit tight with some cash is not a bad...
Locked
Thoughts on recent transaction
Notification Dear Reader! We have made some changes to our portfolio on Thursday, we are sharing our thoughts and the process we went through. It wasn't an easy decision but we covered what we are seeing and and what we are feeling with our members. One, The overall market seems frothy to me. I could be wrong, but what I would like to do is raise some cash and have it ready, so when the opportunity arises, we can deploy it strategically. The reason I am saying this is that the S&P 500 is at...
Stockscurrent is helping individual investors just like you. We conduct research, provide analysis, and stock recommendations, portfolio and investment activity for long term investment. Join Stockscurrent.com along with professional and beginner investors.