We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.
Stocks & Markets Podcast: Is The SpaceX IPO a Search for More Money?
SpaceX founder Elon Musk is a fan of the movie Spaceballs. So, as SpaceX, the sequel to Tesla prepares to IPO, we ask whether this is a search for more money?