Golf_jax @Golfsaxx

Market lover. Independent thinker. Tech consultant. Student of the markets …and the game of golf⛳️ Austin, TX Joined December 2021

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Golf_jax @Golfsaxx

2 months ago

NVIDIA’s latest move, rolling out a compliant RTX Pro GPU for digital twin AI, might seem like a regulatory footnote. It’s not. For companies like Samsara $IOT that rely on real-time video, logistics data, and predictive analytics, this unlocks something deeper: more power at…

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Golf_jax @Golfsaxx

a month ago

A few months back, I stumbled on a name most investors had written off. Lincoln Financial $LNC old-school life insurance, annuities, retirement plans. On paper, not the kind of thing that lights up your watchlist. But the deeper I went, the more this started to look like a…

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Golf_jax @Golfsaxx

a month ago

Most investors look for catalysts. The best look for inevitabilities. 10-Ks are the map. They show you where the business is headed, not the headlines, but the shifts in margin, product focus, customer growth, and how a company is thinking 3–5 years out. By the time CNBC talks…

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Golf_jax @Golfsaxx

2 months ago

$Okta has been on my mind lately. The stock sits around $98, and while some see the dip as a reason to stay away, I see something different. $Okta isn’t one of those flashy tech names you hear about every day. But it plays a critical role behind the scenes. It’s what helps…

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Golf_jax @Golfsaxx

2 months ago

$HOOD has always been good at changing the conversation. No-fee trading. Fractional shares. Crypto access at your fingertips. A sleek credit card to keep you in their ecosystem. But if Robinhood were to launch a stablecoin, we’re not just talking about another product. We’re…

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Golf_jax @Golfsaxx

2 months ago

There’s something about golf that humbles you in ways you didn’t see coming. I went out today thinking, “this could be the round where everything clicks.” Instead, I found out I’m apparently an expert in locating sand traps and creative ways to lip out putts. But that’s the…

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Golf_jax @Golfsaxx

2 months ago

There’s been a lot of noise around the ‘big beautiful bill’. Big promises. Big numbers. But as I’ve looked at what’s taking shape, I can’t ignore some red flags that feel bigger than they’re being treated. The first is the size. Billions in new spending with no clear way to pay…

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Golf_jax @Golfsaxx

2 months ago

Tesla’s always loud, but this week it’s the delivery report that matters. Wednesday, Tesla announces Q2 numbers. Analysts expect around 390,000 deliveries, down 10 to 17 percent from last year. A figure that could move the stock fast. And while that brews, Tesla pulled off its…

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Golf_jax @Golfsaxx

2 months ago

I recently spent time in Mérida, and it’s been hard to shake the memory of it. It isn’t loud about what it offers, but the more time you spend there, the more it reveals. The city blends history, food, and nature in a way that quietly draws you in. The food scene opened my eyes…

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Golf_jax @Golfsaxx

2 months ago

I didn’t always understand what made platforms like $gtlb special. Early in my career, I’d see engineers juggling one tool for code, another for testing, something else for security, a separate place to deploy, and I’d wonder why it had to be so complicated. It felt like watching…

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Golf_jax @Golfsaxx

2 months ago

There’s been a lot of talk lately about $AI changing the way we work. Marc Benioff $crm said this week that AI is already handling 30 to 50 percent of what coders used to do. And I get it. Working with AI tools every day across different clients, I’ve seen how fast they can make…

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Golf_jax @Golfsaxx

2 months ago

Golf’s been interesting this weekend. The Rocket Classic turned into a birdie fest, with Chris Kirk, Philip Knowles, and Andrew Putnam at 14. Rookie Jake Knapp dropped a course-record 61. Quietly making a name for himself while the field chases. On the senior side, Padraig…

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Golf_jax @Golfsaxx

2 months ago

Everyone’s hyped about Bezos spending $50M on his wedding. Meanwhile he’s casually selling $5.4B in Amazon stock the same week. No secret exit, just a plan he set months ago. $AMZN been lagging like $Googl & $tsla while the rest of the Mag 7 runs laps. Let’s hope this sale…

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Golf_jax @Golfsaxx

2 months ago

A few weeks ago I was driving down I-35. I watched the line of trucks, utility vans, school buses, cement mixers. The machinery that keeps the world running but rarely gets noticed. And I kept thinking about Samsara $IOT. Samsara doesn’t sell something you can hold. They build…