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Risk as measured by increased volatility increases slightly the probability of the investor losing money in the stock market. However, the probability of success increases dramatically due to the difference between a relatively unchanged stock intrinsic value and market price. – at Las Vegas, NV
Here is a WSJ Podcast on Cash. And at the start, they say they don't mean Johnny Cash.wsj.com/video/series/wsj-tak… 😂😂😂😂
John B. Case retweeted
The former California governor has called for the largest US state economy to step up efforts to cut emissions as it confronts rising energy costs and a hostile federal government ft.trib.al/sZMyyrJ
John B. Case retweeted
What is wrong with this man? Not to mention Vance and Trump today who also did not slam this despicable display of desperation and trying to win at all costs — against a sexual assault survivor who was a child at the time. I didn’t think we could go any lower but we have.
SCOOP: Vivek Ramaswamy is doubling down on the explosive ad featuring Amy Acton's estranged mother attacking her daughter, putting $4 million behind it despite fierce bipartisan backlash
More >>
axios.com/2026/10/21/ramaswa…
I purchased $MSFT in June 2026 at $373 per share. My DCFPVA analysis showed a value of $562 per share. As seen in the chart below in May 2026, it was selling at a significant discount. Today, it's trading at $531 per share or 42% higher.
John B. Case retweeted
"Even as the recent AI selloff paused for stocks, it accelerated for credit. Monday was a classic risk-on day with stocks higher.....Yet liquid IG bonds closed +2bps wider, hyperscalers +4bps wider, and 10yr ORCL +13bps wider on the day" --BofA
John B. Case retweeted
Next stop— Berlin.
My exclusive with @JensenHuang, live this Wednesday right after his GTC keynote
John B. Case retweeted
Satya Nadella: "Today we are announcing our biggest bet yet on our own silicon."
John B. Case retweeted
As someone who was also at Fox for more than a decade I can tell you that Fox’s omission of this story from their who rundowns is not middle management fearful — it is 💯 coming from the top.
I ran FoxNews.com for a decade, and this pains me to write.
Kimberly Guilfoyle, former Fox employee and (as of today) ambassador to Greece, is in the midst of a serious scandal. If true, she faces not only the likelihood of removal -- something she herself acknowledged -- but also the distinct possibility of prison.
Fox has 0 reporting online about this.
The most recent article at Fox mentioning her is dated December 10, 2024 ... the day Trump announced her nomination as ambassador.
Fox's sister company -- the WSJ -- has done a great job leading the reporting on this. The allegations are substantive, sourced, and paint a picture of a U.S. diplomat wallowing like a pig in a trough.
The network has served America well, and I have defended it against hyperbolic charges for nearly 30 years.
And to be clear, this isn't a simple "mistake" by Fox. It's not a biased headline or muddled article.
It's a conscious choice to ignore a major story that has been reported worldwide by every major news outlet. President Trump has spoken about it, as has VP Vance and Marco Rubio.
It's journalistic malpractice.
I don't have knowledge of the details of Fox's action, yet I doubt that there's been an order from up top to ignore it. I suspect it's instead a product of fear and inaction by middle management. Whatever the reason, though, it's an increasing pattern I've seen at the network.
To those of you at Fox with any power -- from Lachlan on down -- know that things like this only harm the company's reputation. Not among your enemies, who will hate you no matter what, but among your supporters, like me, who get pained when the hyperbolic attacks turn out to be true.
John B. Case retweeted
Protecting the nation against malware 🛡️ Thorium is a cybersecurity platform, developed by Sandia and @CISAgov, that detects and analyzes cyber threats to help safeguard U.S. national security.
➡️ bit.ly/47CEBVQ
#CybersecurityAwarenessMonth
A new beginning for @Windows PCs deserves a global celebration.
Join us at one of our @NVIDIARTXSpark launch events. Try out demos on the new laptops, pick up some swag, and enter for a chance to win an @ASUS ProArt P14 RTX Spark laptop signed by Jensen. Plus, more exclusive experiences to discover at each stop.
Here's where we'll be:
• Beijing
• Berlin
• Istanbul
• Seoul
• San Francisco
• Taipei
📍Event details and how to join us coming soon.
John B. Case retweeted
Microsoft’s biggest custom chip push yet, as power and data center constraints force hyperscalers to squeeze more AI out of every megawatt.
I’m talking with cloud chief @scottgu today, live at 12:45p PT / 3:45p ET. Watch here on X or on YouTube: youtube.com/watch?v=4dVWeo6V…
Today we are announcing our biggest bet yet on our own silicon.
Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services.
And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems.
We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot.
Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
John B. Case retweeted
It's crazy to me that SBUX was only up a buck and a half today; the company is telling a great story...
John B. Case retweeted
“Competition is good”: Microsoft’s AI chief on if Maia 300 cuts its Nvidia dependence.
Custom chips give cloud giants more control over AI infrastructure costs, which matters for margins. Microsoft says its in-house chip is one piece of a mix that still includes Nvidia, AMD, and Intel.
This fall, @dee_bosa bringing a new show to Yahoo Finance focused on the most important shifts in AI, technology, and business, and what that means for investors.
John B. Case retweeted
The S&P 500 bull market turns four today 🐂
This bull market started on Oct. 12, 2022 and has featured a gain of more than 110% --making it the longest bull market since the one that started at the depths of the financial crisis in **2009** and lasted through Covid in early 2020
wsj.com/livecoverage/stock-m…
John B. Case retweeted
"Out of the approxi mately $36 trillion increase in S&P 500 market capitalization since late 2022, about $21 trillion has come from firms in the AI stacks" --IMF
John B. Case retweeted
Introducing Microsoft-Decision-1, our new model for fast decision-making.
It delivers top performance on structured decision tasks, outperforming both LLMs and other decision models in latency and quality.
We’re already testing it across Microsoft for everything from incident response and quality control to scientific discovery.
John B. Case retweeted
Susan and @MichaelDell are role models in patriotism, philanthropy and marriage. ❤️🙏
$6.25 billion. 25 million children. $250 each.
Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸
onedell.com/investamerica/
John B. Case retweeted
Looking fwd to sitting down with Michelle Henery, Nathaniel Lee, @CNBC and Jenna Zucker, @Reuters for this #SABEWPF26 panel



























