Jay Korff's Blog

  Why Verizon (VZ) is a sound investment for 2026 and beyond  In the world of Blue Chip investing, Verizon communications has long been viewed as a “widows and orphan” stock-- a reliable, if unexciting, source of income. However, as we move through 2026, the narrative around the telecom giant is shifting. With a major strategic turnaround underway, the integration of the Frontier acquisition, and a newfound focus on capital efficiency, Verizon is proving it can offer more than just a quarterly check. Here is why Verizon stands out as a sound of vestment in today's market.  1.The Undisputed King of Dividends For many investors, the primary draw is Verizon's dividend. As of early 2026, the company boasts a forward-dividend yield of approximately 6.1% to 7.0% This is not a yield trap; the company has increased its dividend for 20 consecutive years demonstrating a relentless commitment to returning value to shareholders.  More importantly, these payouts are sustainable. ...

  🚀 Rocket Lab (RKLB) - Investment Overview  12/31/25 Rocket lab is a leading small launch and space systems company known for its Electron rocket and its upcoming Neutron medium lift vehicle. The company has built a strong reputation for reliable launch services and has expanded aggressively into spacecraft manufacturing, satellite components, and mission operations.  In 2025, Rocket Lab's stock surged dramatically, driven by a record launch cadence, strong consumer demand, and growing confidence in its diversified business model. The company now generates a significant portion of revenue from its Space System segment, which includes satellite buses, solar panels, reaction wheels, and constellation services. This diversification reduces reliance on launch revenue and positions rocket lab as a full stack space provider.  The major long-term catalyst is the Neutron Rocket , designed to compete with SpaceX's Falcon 9 for medium lift missions. While development de...

https://x.com/JaySKorff/status/2001634972600578211?s=20   Is ChatGPT destined to become the Netscape of the AI era? Asking on behalf of someone curious.

  Roku: Why the “Gatekeeper of the Living Room" is a Compelling Investment  For years, Roku was often dismissed as a mere  “hardware company”-The maker of those purple boxes and sticks that plugged into the back of your TV. However, as we move into 2026, Roku has undergone a fundamental transformation that makes it one of the most intriguing investment opportunities in the media and technology sectors.  By pivoting from a device manufacturer to a high margin advertising and distribution powerhouse, Roku has solidified its position as the primary gateway to the modern living room. Here is why Roku is increasingly seen as a strong long-term investment.  The “Razor and Blade” strategy at Scale   Roku operates a classic “razor and blade” business model. They sell their “razors” (streaming sticks and Roku branded TVs) at or near cost-sometimes even at a loss-to capture as many households as possible The “blades” are the high margin platform revenues generated on...