Archive | The Crossover

Anthropic vs. OpenAI: An Unexpected Next Chapter

Feb 9, 2026

•

11 min read

Anthropic vs. OpenAI: An Unexpected Next Chapter

PLUS: Alphabet's strong earnings, Sprouts Farmers Market, and James Harden!

Alphabet: It's Complicated.

Dec 5, 2024

•

11 min read

Alphabet: It's Complicated.

PLUS: Warren Buffett's Mic Drop

DigitalOcean: An Intriguing First Quarter

May 19, 2024

•

11 min read

DigitalOcean: An Intriguing First Quarter

S&P500: Shut Up & Wait?!

PayPal: Bullish with a Twist?

May 5, 2024

•

10 min read

PayPal: Bullish with a Twist?

Berkshire Sells 13% of Apple Stake

The Big Three: SentinelOne, PayPal and Build-A-Bear?

Apr 2, 2024

•

15 min read

The Big Three: SentinelOne, PayPal and Build-A-Bear?

PLUS: Cocoa Goes Loco!