"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
Key Points Michael Burry of “The Big Short” fame is bearish on Nvidia and Palantir. Berkshire Hathaway added Alphabet stock to its portfolio during the third quarter. Burry’s logic might make sense for a short-term trade, but Buffett’s moves could suggest AI is here to …
Key Points Eaton provides electric and cooling solutions and is well-positioned to benefit from the rapid expansion of data centers. The company reported a record backlog, including a notable 70% increase in orders from data centers in the third quarter. It recently acquired Boyd’s thermal …
As we approach 2026, investors might be wondering how to capitalize on the next artificial intelligence (AI) boom. The best strategy is to invest in both NVIDIA Corporation NVDA and Palantir Technologies Inc. PLTR, which provide a balanced AI investment. Let’s examine this in detail …
Key Points Constellation Energy (NASDAQ: CEG) recently rose to roughly $410 per share. That is the stock’s all-time and 52-week high. The shares have since pulled back, dropping around 10% or so. Is this the time to act, or should investors hold off on buying …
As Q3 earnings unfurl, companies which rely heavily upon China for product sourcing are taking their tariff lumps, mostly on the Gross Margin line. In my universe of micro-cap stocks it’s common to see 50-700 bps degradation in Gross Margin resulting from tariffs. Consequently, the …
Key Points Roku’s stock is up 73% over three years, roughly matching the S&P 500’s gains despite massive volatility along the way. Patient investors who bought during the 2022 crash are already seeing huge gains. Roku doesn’t compete with Netflix or Disney — it’s the …
Here’s a quick recap of the crypto landscape for Monday (December 1) as of 9:00 a.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$86,828.87, …
Key Points Ford’s stock has risen 31% this year, despite uncertainties surrounding tariffs and a shift in its approach to electric vehicles. The U.S. auto tariff policy has increased duties on imports, though recent changes have benefitted Ford by offsetting tariffs due to its large …
Key Points Alibaba is seeing strong revenue growth in both its e-commerce and cloud computing segments. However, heavy investments, especially in quick commerce, are weighing on profitability and cash flow. The stock is not expensive, but its valuation has still risen a lot over the …
Key Points Shares of electric vehicle maker Tesla (NASDAQ: TSLA) have risen by around 70% in the past 12 months, pushing its market cap up to nearly $1.5 trillion. It’s one of the leading stocks in the world, due to its focus on growth and …