The Big Picture: Thoughts On Oil And AI 'Cross-Pollination'

Avoid false market narratives in 2026: why Exxon, Chevron & COP face oil oversupply risk, while AI-driven tech stays bullish.

CrowdStrike Vs Fortinet: I Think You Are Missing The Best Deal In Cyber

Fortinet (FTNT) looks undervalued vs CrowdStrike, with a 2026 hardware refresh catalyst, strong profitability and buybacks.