A helpful perspective from an Economics Assistant Professor at a highly regarded private four-year university in the United States: For those currently holding SPCE shares, there may not be a reason to panic just yet. Although some investors have criticized …
I keep coming back to **Micron (MU)** as one of the more interesting AI names right now. Everyone talks about GPUs, but AI data centers also need a huge amount of memory. That is where Micron’s HBM story gets interesting. …
MSFT Microsoft $MSFT announces Project Solara at Build: chips will run AI agents rather than apps, communicating directly with cloud data centers. Desktop device built with MediaTek silicon previewed, Portable device for on-the-go agent interactions in partnership with Qualcomm $QCOM, …
I look for stocks that have: Uipath seems to meet all the criteria Little to no debt Increasing cash 2022 has a -34million free cash flow, 2026 +372 million, NRR over 100% Net new ARR UIPATHS seems to meet all …
nvidia eps is all anyone talks about but look at the actual supply chain!! they just dropped this rtx spark superchip at computex to put ai on windows pcs and the real money is moving way before consumer gpu sales …
The shipping company ZIM is being bought out for $35/share in an all cash deal which is expected to close later this year and has already received shareholder and board of directors approval. However the opportunity lies because the shares …
I invested in LULU a while ago, thinking that a change in leadership would cause their stock to rise. I was wrong. I'm now down nearly 40%. Meanwhile, I'm also a Micron investor and I'm up by 90%. Would it …
With the market rallying lately, everyone’s shouting “bubble” S&P 500 valuations are too high and headed for a crash, MU hitting $1 trillion market cap is pure hype, AI tech stocks are all foam… Sound familiar? This chorus always gets …
With all of the discussions around Standard & Poors plan to make an exception to the SpaceX IPO and immediately add it to the S&P 500, I can't help but wonder if the entire plan is legally actionable. Many people …
Hi everyone, I’m trying to decide between several portfolio strategies (each shown in red on the charts below). The backtest is based on several hundred historical trades, with multiple trades running in parallel (so there is some risk spreading). I’ve …