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Dallas-based VC Disruptive’s $10 Billion AI Fund Makes a Bullish Bet on Technology’s Next Heavyweights -( $ABNB $AMD $GOOGL $NVDA $PLTR $SPOT )

by John F. Heerdink, Jr. October 28, 2026 450Views 0Likes

Alex Davis’s Dallas investment firm plans roughly 10 major investments, putting fresh financial muscle behind artificial intelligence, defense technology and the infrastructure that connects them. Disruptive is bringing a rather substantial checkbook to a very selective dinner party. The Dallas-based investment firm…

NVIDIA Brings Safety Rails and a $150 Billion Buyback As The Stock Market Positions For Dense Macro Test This Week -( $CRWV $CSCO $DELL $HPE $IBM $MSFT $NVDA $ORCL $SMCI )

by John F. Heerdink, Jr. September 28, 2026 587Views 0Likes

NVIDIA Corp. (NASDAQ: NVDA) seemingly has given many a two-part bullish signal: a record-sized $150 billion increase to its share-repurchase authorization and a new AI-agent safety platform aimed at making autonomous software more secure for enterprise deployment. The combination suggests a company using…

Palantir’s Sovereign AI Bet Turns Data Control Into the Next Premium Asset -( $NVDA $PLTR )

by John F. Heerdink, Jr. September 25, 2026 612Views 0Likes

Palantir Technologies Inc. (NASDAQ: PLTR) is advancing a distinctly bullish proposition for the AI economy: the winners will not merely own the largest models or the most GPUs; they will retain control of the proprietary operating knowledge that makes their businesses valuable in…

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Dallas-based VC Disruptive’s $10 Billion AI Fund Makes a Bullish Bet on Technology’s Next Heavyweights -( $ABNB $AMD $GOOGL $NVDA $PLTR $SPOT )

NVIDIA Brings Safety Rails and a $150 Billion Buyback As The Stock Market Positions For Dense Macro Test This Week -( $CRWV $CSCO $DELL $HPE $IBM $MSFT $NVDA $ORCL $SMCI )

Palantir’s Sovereign AI Bet Turns Data Control Into the Next Premium Asset -( $NVDA $PLTR )

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