SpaceX is officially being added to the Nasdaq 100 next week. The usual logic is that index inclusion triggers forced buying from passive funds, which should push the price up around the effective date. But these things tend to get …
The market has been drifting lower for several consecutive days recently, and it’s really shaking a lot of people’s mentality. But objectively speaking, during a broad sell off like this, it’s actually a time when bubbles get flushed out and …
I recently came across an article about Axon's CEO saying AI is the future of policing. I expected another AI buzzword story. Instead, I ended up spending the next few weeks reading about the company, and the more I researched …
My dad is 61. He worked at the same manufacturing company for his whole career and through their employee stock purchase plan, he quietly bought shares every month. Never looked at it and barely talked about it. Last month he …
I have been trying to get real exposure to the China battery supply chain for about two years now, and I keep hitting the same wall. You can buy the A share names, but the ADRs are thin, the Hong …
Hi, I'm looking to add more AI exposure to my portfolio. I'm interested in companies that could benefit directly or indirectly from AI over the next 5–10 years; whether that's semiconductors, memory, networking, power infrastructure, cooling, data centers, robotics, software, …
Hey everyone, basically the title. I put $2,330 into SanDisk right at the peak earlier this week, and then the entire chip/memory sector took a massive dive today and yesterday. I know the long-term outlook for AI data center storage …
* **Jensen Huang, CEO, NVIDIA** * *"The only thing limiting AI right now is infrastructure."* * **Lisa Su, CEO, AMD** * *"AI accelerator performance depends on high-bandwidth memory capacity and bandwidth as much as compute."* * **Andy Jassy, CEO, Amazon** …
I’ve seen Jeremy Grantham saying the US stock market looks extremely overvalued, especially with all the AI/mega cap tech and that investors should look more outside the US. Is this a genuine warning worth adjusting for, or is it another …
I've been spending more time researching Voyager Technologies recently, due to my gravitation towards the upcoming space race and the current meaningful companies in that industry. The more I dug into the business of Voyager, the more it felt like …