openAi Archives

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

by John F. Heerdink, Jr. August 18, 2026 296Views 0Likes

Wall Street has rarely lacked for ambition, but 2026 is offering an especially lavish menu: artificial intelligence firms approaching trillion-dollar valuations, a space company with revenue aspirations that would make many nations glance nervously at their GDP tables, and silver holding its…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 122Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

From 34% Vacancy to a 30-Year Leasing Record: The San Francisco Commercial Real Estate ‘Boom Loop’ Turnaround ‘Nobody’ Predicted – ( $HPP $INTG )

by John F. Heerdink, Jr. July 16, 2026 343Views 0Likes

The city that perfected the art of the doom loop is now quietly engineering a boom loop, one square foot at a time. San Francisco has spent the better part of five years being the cautionary tale at every commercial real estate…

Chasing Vibes or Buying an AI Moat? OpenAI’s ‘Tech bros’ TBPN Deal Explained

by John F. Heerdink, Jr. April 3, 2026 300Views 0Likes

OpenAI’s purchase of TBPN turns a buzzy tech talk show into a strategic asset, and in the process makes the company look less like a lab and more like a network—in every sense of the word. The deal may read as “chasing…

Tag: openAi

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

From 34% Vacancy to a 30-Year Leasing Record: The San Francisco Commercial Real Estate ‘Boom Loop’ Turnaround ‘Nobody’ Predicted – ( $HPP $INTG )

Chasing Vibes or Buying an AI Moat? OpenAI’s ‘Tech bros’ TBPN Deal Explained

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