"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Stocks keep climbing higher. That’s good news for investors, but as valuations stretch, it also means the risk of a market bubble forming are also getting higher. The S&P 500 now trades at a price-to-earnings ratio of 28, well above its historical average, …
Key Points The robotaxi is the best way to maximize the economic value of an EV. Robotaxis are an integral part of the EV industry, which is why Tesla’s rivals have invested billions in developing them. Tesla is a speculative investment, but it’s one backed …
Key Points Alibaba stock has surged lately, paced by its AI investments. Founder Jack Ma has also returned to the company and has been welcomed by President Xi. The stock still looks well-priced compared to U.S. tech stocks. 10 stocks we like better than Alibaba …
Key Points Warren Buffett’s Berkshire Hathaway just finished exiting its position in BYD. BYD is expanding its product lineup into ultra-luxury segments. BYD derives some of its competitive edge from its vertical integration. 10 stocks we like better than BYD Company › BYD Company, a …
Carnival Corporation CCL will give the latest glimpse into how cruise operators are faring with its third-quarter results approaching on Monday, September 29. Despite lingering concerns about its debt load, Carnival’s turnaround story has been captivating as strong demand is allowing the company to avoid heavy …
Key Points Will Nvidia remain as an AI stock superstar? Palantir’s AI-driven gains may not justify its stock price. Apple may be experiencing a strong iPhone cycle, with AI opportunities still ahead. 10 stocks we like better than Nvidia › As tech investors have observed, …
Key Points American Express doles out generous rewards that more than justify its expensive membership fees. Costco is making just a couple of pennies on the dollar on its merchandise. Membership value is resonating with American Express and Costco customers. 10 stocks we like better …
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Crocs Inc (Symbol: CROX), where a total volume of 35,529 contracts has been traded thus far today, a contract volume which is representative of approximately 3.6 million …
Key Points The contractual backlogs reported by major cloud computing companies of late add up to more than $1 trillion. Huge investments in additional AI infrastructure will be needed to satisfy this backlog. This is great news for Nvidia and Taiwan Semiconductor Manufacturing, both of …
Katami’s fat bears are winning votes, but on Wall Street, the bulls are running. What happens next after more market highs … Eric Fry’s latest recommendation … the growth story that underpins the AI Megatrend Alaska is the only place you can find fat bears …