Keeping My Price Target as AMD Lands ‘AI Godmother’ in Bold $8.2B Move
After AMD’s parabolic rise, Lisa Su is making an aggressive acquisition, while analysts raise the bar for the stock.
Lumentum and Bloom Energy Climb Ahead of EPS All-Stars Reconstitution
Here’s a reminder about our All-Stars reconstitution game plan and timing.
Meet the Chips Behind Every AI Answer
You asked AI a question. These are the companies and chips that went to work.
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.
Resurgent Yields Drive Stocks Lower to Start the Week
Bond yields hit fresh multi-year highs, while oil whipsawed on Iran headlines, sending the S&P 500 into the red for September.
Recommended Viewing: MRKT Call
Run don’t walk to watch Carter and Guy at 11 AM.
Again what you get with Dan and Guy are smart market observations, actionable ideas (Carter has an ETF $WRTH, which discusses a lot of creative pairs trades, hedges and more aggressive trades). Seabreeze Partners, my hedge fund has taken a long position in WRTH as I believe it will outperform in a down market ).
Unlike many in the business media, MRKT Call’s playas take ownership of their ideas — so you also get some humble pie (i.e., honesty and transparency).
Let’s go to the tape! Carter Worth: Go Long MSFT & PLTR, Time To Sell Gold – YouTube
Guy gave me a nice shout out at the 13-minute market (related to my $NVDA comments in my Diary).
Position: None
New Nvidia Price Target After $150 Billion Record Stock Buy
The elite-level AI chip firm announced a move that pushed Apple’s $110 billion buy into second place.
Nvidia Hype
All morning the business media is making a lot about the $150 billion share buyback by Nvidia ($NVDA).
There is less than meets the eye as NVDA’s market cap totals $5 trillion.
When Apple ($AAPL) announced their $100 million share buyback, Apple’s market cap was under $1 trillion.
Positions: Short AAPL VS
I Usually Trade Risky Small Caps. Here’s Why I’m Also in Amazon, SpaceX
Let me explain how I’m playing SPCX and how it fits into my trading style.