We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
Chart of the Day: Now It’s Marvell’s Time to Step Up
The company will report earnings after the close and could surprise to the upside.
Adding to This Semi-Cap Equipment Holding After Connecting the Dots
We are also lifting our rating on the shares.
Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
Robust demand for Nvidia products continues, but someone is paying a hefty price.
Nvidia Lets the AI Trade Roll, CIA in Moscow, Warsh’s Backyard BBQ
Nvidia’s results beat Wall Street expectations by a mile, signaling the AI trade is alive and well.
I’m Building a Bigger Position in This Fast-Growing Energy Play
One of the favorite names on my shopping list, this is a way to own the fastest-growing oil and gas fields in the world.
Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Bessent Today, Warsh Friday: 8 Key Items Shaping the Stock Market Monday
Nvidia’s price increase, Trump and Canada, and other headlines are moving the market this morning.
Broadcom Strikes Back: 8 Key Items Shaping the Stock Market Friday
Flash August PMI data, waiting for Bessent, Ross Stores, and other headlines are moving the market this morning.