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All 3 Trades Are Green. $2,930 MTD And I'm Doing Nothing Today
Good morning fellas
 • Hataf Capital

AI

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I Don't Think This Is A Bubble - It's Something More Difficult
I think it’s fair to say that American investors have been spoiled.
 • Hataf Capital
Semiconductors Winners And Losers At The Start Of 2026
The semiconductor sector finished 2025 with its head held high, securing a third consecutive year of gains.
 • Hataf Capital
Oklo The Collision Course Between AI Hype and Nuclear Energy
The investment narrative for Oklo OKLO has recently shifted from a fundamental bet on nuclear technology to a proxy trade for Artificial Intelligence.
 • Hataf Capital
Broadcom’s OpenAI Gamble: Why the $175B Opportunity Hides a Margin Squeeze
If you thought Broadcom’s Q3 performance was the ceiling, you haven’t been paying attention to the shifting tectonics of the AI landscape.
 • Hataf Capital
Oracle Q2: The Market Is Pricing in a Disaster That Hasn’t Happened
If you have been watching Oracle (ORCL) bleed out over the last three months, you are seeing a classic case of market psychology overcorrecting for…
 • Hataf Capital
The Next Big AI Trade Isn’t Big Tech - It’s Energy
I’ll be honest with you guys I think the next major rotation in this market won’t come from another software or semiconductor breakout.
 • Hataf Capital
After Q3 Amzon Still Has Room To Run
In mid-September, I wrote an analysis of Amazon.com, Inc.
 • Hataf Capital
Big Tech Earnings Season: I’m Bullish on Microsoft, Meta, and Alphabet Ahead of Earnings
So, it’s that time again Big Tech earnings week, the kind that can shake up the entire market narrative in just a few trading sessions.
 • Hataf Capital
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