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This Time Isn’t Different: Is AI the Next Dot-Com, a Boom Without the Bust, or Something Else?

Is AI the next dot-com bubble?
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The Top Two Software Stocks That AI Can't Replace
SaaS that can't be replaced by AI so easily
 • Bullseye Investing
Buffett's Illusion: Why You'll Never Be Warren Buffett and What To Do Instead
Buffett's 20% returns for 40 years were built partially through strategies you can't replicate
 • Bullseye Investing
Starbucks ($SBUX): A Turnaround Priced to Perfection, or a True Recovery?
Under new management, Starbucks has seen a stark change in operational success. The stock is up 30% in the past year. Will CEO Niccol complete the…
 • Bullseye Investing
Alphabet ($GOOGL): Expectations, Expenditures, Evolution
Google is a world-class company now with a stretched valuation and a CapEx issue. After a 136% gain in a year, what is Google's future?
 • Bullseye Investing
Grid Modernization: Part 2
Data centers require a lot of energy. How can an aging grid keep up?
 • Bullseye Investing
The Backdoor Play on Anthropic's IPO: SK Telecom (SKM)
A $2.5B stake with a $13B market cap?
 • Bullseye Investing
Four Small-Caps I'm Watching (High Upside)
"If I was running $1 million today, or $10 million for that matter, I’d be fully invested...
 • Bullseye Investing
5 Must-Read Studies For Investors
Academic research has proven the blueprint for multibaggers, how funds outperform the index, and more
 • Bullseye Investing
The Brad Jacobs Playbook: How QXO is Taking Over the Building Products Industry
A Q&A Format to Understand the Next Big Boring Company
 • Bullseye Investing
Arista Networks ($ANET): Outstanding ROIC & Growth, But A Valuation Pricing in Perfection
What happens when financial excellence at the heart of a strong tailwind faces the largest company in the world in a competitive battle?
 • Bullseye Investing
The Fortress Effect: A Guide to Moats
Just as a castle moat protects against invaders, an economic moat shields a business from competitors, price wars, and market share loss.
 • Bullseye Investing
3 Minute Pitch - Hubbell Inc. ($HUBB)
A major beneficiary to the grid modernization initiative, Hubbell is a a leading American manufacturer of high-quality electrical and utility solutions
 • Bullseye Investing
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