Equity

For those of you who are interested in opportunities to "get a piece of" the evolving AI and big data market, this is a must read article.

Eric Gregg crafts a very persuasive argument for owning AMAT.  I like it and I am on board.

Costco getting knocked today!

I hold it and am not worried.  Costco has always given its customers, employees and shareholders great value.  They are making the competitive moves to continue build their market share in light of competitive forces.  Just smart business.