"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Nvidia’s Blackwell and Rubin platforms have exceptional long-term revenue visibility. Alphabet is already monetizing its artificial intelligence capabilities at scale. Broadcom also enjoys a long AI backlog and expanding hyperscaler relationships. 10 stocks we like better than Nvidia › The global artificial intelligence …
Last year, in the December 7 QT, we wrote: “It no longer makes much sense for us to continue recommending overweighting the and sectors in an portfolio …. The same can be said about overweighting the United States in the All Country World MSCI portfolio.” It …
Key Points Hedge fund Thiel Macro no longer has a stake in Nvidia. Tesla remains Thiel Macro’s largest position, even after it sold a majority of its shares in Q3. Microsoft is a lower-risk investment with plenty of upside potential. 10 stocks we like better …
Here’s a quick recap of the crypto landscape for Friday (January 9) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$90,165.72, …
Key Points Strong financial results have helped Netflix shares catapult higher in the past decade. Investors who are looking to buy the streaming stock today should be critical of the valuation. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) is a true …
Key Points Ford’s traditional dividend yield sits at over 4%, but the automaker also delivers supplemental dividends in some years. Special dividends can be lucrative, such as Ford’s special dividend in 2023 for $0.65 per share. In part due to a supplier fire, among other …
Key Points Nvidia has generated blistering gains since the dawn of AI, but there could be more to come. One distinguished investor makes a compelling case that the AI chipmaker could soar even higher over the next 10 years. While the idea of a $50 …
Key Points The stock’s current valuation implies flawless execution, as the market has high hopes. Investors are waiting to see major breakthroughs with Tesla’s robotaxi operations. It’s important for the business to get its core activity of selling electric vehicles in a stronger position. These …
Shares of Rocky Mountain Chocolate Factory, Inc. RMCF have lost 2% since the company reported earnings for the quarter ended Nov. 30, 2025, compared with a 0.4% loss for the S&P 500 Index over the same period. Performance over the past month has been notably …
Here’s a quick recap of the crypto landscape for Wednesday (January 14) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$97,611.39, …