I See Two Very Different Opportunities in This Overbought Market
I’m getting into a legacy technology stock and an up-and-coming biopharma. Here’s why.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
When Will the Nasdaq Be Oversold?
Let’s answer a reader’s important question today about the Nasdaq.
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
Taking Advantage of Jensen Huang’s ‘Gift’
We’re being opportunistic today, but we still like the company’s long-term prospects.
Jensen Huang Blesses Marvell: 8 Key Items Shaping the Stock Market Tuesday
Lebanon’s ceasefire, HPE earnings, Google’s capital raise, and other headlines are moving stocks this morning.
Nvidia Comes Out Swinging: 8 Key Items Shaping the Stock Market Monday
Talks drag on, May Manufacturing PMI data, more memory chip pain, and other headlines are moving stocks this morning.
Consumers Wrestle With Inflation as the AI Economy Booms
Dell is flying on AI demand while Costco struggles with high oil prices.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.