Archive
From the steam engine to semiconductors, almost every tech revolution follows a similar arc. Today, we're seeing the same signs with the next hot thing...
- AMZN
- CSCO
- GOOGL
- META
- MSFT
- NBIS
- NVDA
- ORCL
This isn't a prediction... It's a reminder to look deeper into the fundamentals...
Hedge funds are throwing in the towel on their oil trades... and turning to solar again...
- TAN
Government cash doesn't necessarily fix operational failures...
- INTC
Security is a completely different industry from the time of this famous case...
- YOU
The latest signals suggest banks are finding their footing in this new environment...
Every tap, swipe, search, and voice command adds to the data pile...
- PEP
People are flooding into these areas... And they're bringing their clutter with them...
- EXR
The market may be underpricing a pharmaceutical leader's turnaround...
- LLY
- NVO
If the central bank doesn't act, it sends a conflicting message to the markets...