KopiO

$Alphabet(GOOGL.US)  upgraded to Strong Buy on AI & cloud expansion — hot or priced in?

Core CPI at 1.4% but my grocery bill didn't get the memo. Official inflation and real life inflation seem to live in different universes😅

IBM getting USD 1 billion sounds big until you remember it's a USD 200 billion company. The real story is QBTS and RGTI each pulling USD 100 million at a fraction of that scale — that's potentially years of R&D runway. IBM is the safe way to play quantum. QBTS and RGTI are the high-conviction, high-risk way. Both ran yesterday, but they're very different bets. I know which one I'd rather hold through volatility. 📈