Platinum PartnerSteve
Platinum PartnerMETA vs AAPL: Two Giants, Two Completely Different AI Plays
Meta Platforms and Apple are both in the spotlight right now — but they’re taking very different paths to get there.
META: Go Big or Go Home on AI
Meta is going all-in.
The company is planning a massive $135B AI spend in 2026, including a staggering $27B deal with Nebius Group to build…
Steve posted an update 2 days ago
Today’s contest. Be the first to Guess the AAPL close for tomorrow (Friday) and email YOUR guess today by market close and win $200 in OP Bucks. First closest guess will win this Warren Buffet autographed photo with COA. Email to steve@optionsplayers.com by 4pm est.
Steve posted an update 2 days ago
📌 Attractive U.S. Software Stocks – Fundamentals & Pullbacks
1. Progress Software (PRGS)
- Pullback from ATH: ~47% down
- Valuation: Trailing P/E ~16x, forward P/E ~4.6x (well below industry average)
- Fundamentals: Stable earnings, strong recurring revenue
- Why Attractive: Deep value relative to peers and historical multiples
2. Adobe (ADBE)
- Pullback from…
Steve posted an update 3 days ago
Netlist (NLST) CEO was at this hearing. It’s big priority to protect IP so as we imagined, NLST is riding the wave!
http://judiciary.house.gov/committee-activity/hearings/oversight-us-patent-and-trademark-office-2
judiciary.house.gov
Oversight of the U.S. Patent and Trademark Office
Oversight of the U.S. Patent and Trademark Office
Steve posted an update 3 days ago
AI Chip War Heats Up: Is NVIDIA’s Dominance Finally Being Challenged?
A new headline making rounds suggests that NVIDIA’s grip on the AI chip market could be weakening after Jeff Bezosbacked a fast-rising chip startup in a major funding deal. While the narrative may sound dramatic, the reality is more nuanced—and far more important for…
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