Source material behind every call on the tape.
Welcome to The Bear Cave! Our last premium articles were “Follow The Money” and “Problems at Kinsale Capital Group (KNSL)” and our next special investigation for paid readers comes out this Thursday, May 21.New Activist ReportsCulper Research published on NVIDIA …
I have a 1.5 m portfolio in direct equity and sometimes see CC or CSPs go generate some extra income. I’m planning for an around the world tour for me and my wife in 2030 so 48 months down the …
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JOIN FOR $8/YEARThe views and opinions expressed here are solely my own and do not represent those of my employer, any affiliated organization, or any institution with which I am associated.New College Berkeley writes: Some books diagnose the sickness of …
Taiwan manufactures about 62% of the world's semiconductors and over 90% of cutting-edge chips (through TSMC). Without access to TSMC's chips, global production lines would grind to a halt. Nvidia would have no way to manufacture its AI GPUs, Apple …
I wrote this report on Indian IT services in the AI era. TCS, Infosys, and HCLTech are often treated like defensive cash-generating machines. High margins, strong cash flows, sticky clients, good governance, domestic SIP support. The real question is not …
Earlier this year it felt like sentiment was extremely negative everywhere. People were talking recession, sticky inflation, rate cuts not happening, overvalued tech, AI bubble, consumer weakness, etc. A lot of people sounded convinced the market was headed lower. Now …
Shibes and degens, if you’re sleeping on Anoncoin (the official Doge Launchpad at anoncoin. it), you’re missing one of the most vibey, privacy-first plays in the Doge ecosystem right now. Anoncoin lets anyone create memecoins anonymously with AI-powered tools one …
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