Stock picks from Barron's Tech Roundtable... Via Gavin Baker: Astera Labs $ALAB - Astera enables rack-scale computing, which will be critical for the future of AI. - Enables 70+ GPUs to act as one big computer. - Will grow 100%+ this year. Trades for 20-25x erns.

Health Care's weight in the S&P has hit a multi-decade low:

(Reuters)-Indian Prime Minister Narendra Modi will visit China for the first time in over seven years, a government source said. The trip is a further sign of a diplomatic thaw with Beijing as tensions with the United States rise.

Keep selling $TDG. Another $100 down, please.

How stupid do you think these people are? $GPN +6% 🚀

ASML has four lines of defense against copycats 1) Network of suppliers (must copy several critical suppliers to get to the final product) 2) Nobody has the knowledge to build an EUV from scratch (helps fence off corporate espionage) 3) No outsider could operate the system

$GPN wants HIGHER

Amazon is winning in AI you doinks

Blog - AI is Driving the Next Great Retail Consolidation. blog.starpointllp.com/?p=7148 . Shopify and OpenAI are creating the best in class Agentic Commerce CX. Turning it on will be a flip of a switch for any Shopify Retailer. My question is... what is left for the retailer in this

This differential has gotten to wide $MSFT less $AMZN

$CMG with the dividend cut 🚀🚀 🚀

$GPN just admitted their sales comp plan was basically stuck in 1994 😆😆😆