"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Tesla had a rough end to 2025 but it remains one of the largest EV companies in the world. The company totally dominates the American EV market with nearly 60% market share in Q4 2025. Elon Musk is the company’s main intangible asset …
Key Points Warren Buffett handed the reins to his chosen successor, Greg Abel, to start 2026. Berkshire generated exceptional returns during Buffett’s six-decade tenure, outperforming the S&P 500 by a wide margin. Buffett returned a whopping $77.8 billion to shareholders during his final years as …
The next wave of AI winners won’t look like the last, and the rotation is already underway AI didn’t supercharge the digital economy. It broke it. For 40 years, America built an economy around software and services. We shipped factories overseas, hollowed out industrial capacity, …
Key Points Netflix lost the Warner Bros. Discovery bidding war and its stock went up. Amazon is spending $200 billion on AI infrastructure in 2026, and investors are nervous. Short-term volatility has created entry points for patient long-term investors. 10 stocks we like better than …
Celestica Inc. CLS has joined hands with Advanced Micro Devices, Inc. AMD to power the new Helios rack-scale artificial intelligence (AI) platform. The partnership brings together Celestica’s engineering, manufacturing and supply chain expertise with AMD’s high-performance computing to accelerate large-scale AI deployments. Per the agreement, …
Key Points Serve Robotics is a leading developer of last-mile delivery robots, which could replace human-driven solutions because of their cost efficiency. Serve has deployed 2,000 of its latest Gen 3 robots into the Uber Eats and DoorDash food delivery networks so far. Serve stock …
Adobe ADBE shares dropped 5.8% post the first-quarter fiscal 2026 results reported on Thursday (March 12), last week. The drop can be attributed to the departure announcement of long-term CEO Shantanu Narayan, a modest 10.9% growth in annualized recurring revenues (ARR) and intensifying competition. The …
Micron Technology (NASDAQ:) is a global leader in advanced memory and storage solutions that help turn data into actionable intelligence. Its shares have surged amid the AI boom, as its products play a critical role in infrastructure by addressing common memory bottlenecks. The company delivered …
Shares of Eastman Kodak Company KODK have gained 10.5% since reporting results for the fourth quarter of 2025, outperforming the S&P 500 index’s 1.1% fall. Over the past month, however, Kodak’s stock has slipped 0.8% compared with a steeper 2.2% decline in the broader market. …
Key Points Netflix booked $1.5 billion in ad revenue in 2025, and podcasting could unlock even more sales. Walt Disney keeps building out its experiences division, which delivered record operating income of $10 billion in its fiscal 2025. Both stocks have lagged the S&P 500 …