"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points At the core of Tesla’s artificial intelligence (AI) vision is a homegrown supercomputer called Dojo. Musk recently took to social media to tell investors that Dojo is now sidelined. This should be seen as a major win for Nvidia, as Tesla will likely …
Key Points Nvidia and Microsoft stocks both reached $4 trillion in value, surpassing Apple. Nvidia, Microsoft, and Apple trade at a similar valuation. The market is worried about several key factors for Apple, including its reliance on its iPhone business and falling behind in AI. …
Oracle ORCL stands at a critical juncture as its stock trades at a price-to-earnings multiple of 36.7 times, significantly above its historical average of 26.8 times over the past decade, and the Zacks Computer-Software industry average of 35.32x. While the software giant’s aggressive pivot to …
Shares of Comstock Holding Companies, Inc. CHCI have gained 10.9% since the company reported its earnings for the quarter ended June 30, 2025, outperforming the S&P 500 index’s 0.5% growth over the same period. Over the past month, the stock has advanced 24.2%, again topping …
The iShares Expanded Tech Sector ETF is seeing unusually high volume in afternoon trading Wednesday, with over 4.2 million shares traded versus three month average volume of about 395,000. Shares of IGM were off about 0.3% on the day. Components of that ETF with the …
Bitcoin, the most well-known cryptocurrency, paved the way for the cryptocurrency asset class. Now the cryptocurrency of choice, its meteoric rise has been unlike any other commodity, resource or asset. Bitcoin’s price rose more than 1,200 percent from March 2020 to reach US$69,044 on November …
Key Points Nvidia relies on Taiwan Semiconductor Manufacturing Company to build its high-demand GPUs. TSMC’s business relies less on AI developments than Nvidia’s, reducing long-term risks. TSMC’s valuation leaves it with more upside than Nvidia’s stock, which has a lot of future growth priced into …
Key Points Since the Great Recession, the concentration of tech stocks in the market has roughly doubled. Part of this can be attributed to the rise of the “Magnificent Seven.” The last time tech stocks made up this much of the market was right before …
Netflix’s NFLX content strength continues to fuel robust viewer engagement, a trend that is central to its growth strategy. In the second quarter of 2025, Squid Game Season 3 alone drew in approximately 122 million views, reinforcing the company’s reputation for producing high-impact content that …
A “tale of two economies” with Luke Lango… is gold breaking out or not?… how will CPI data come in tomorrow?… a reason for market optimism with Jonathan Rose Today, we have a tale of two economies. There’s the AI Economy, humming along with relentless …