NVIDIA Wins. America Loses
In a move that crystallized just hours before President Donald Trump touched down in Beijing for his May 14-15 summit with Xi Jinping, the United States quietly approved roughly 10 Chinese firms to purchase…
All Work
Joel South
Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang
President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two boarded Air Force One: Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk and…
After 19 Years: Google Will Get Its Ultimate Revenge on Apple
In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). Google had been building a BlackBerry clone. Within months, Andy Rubin’s team scrapped…
When It Comes to Palantir, the Roar of the Bears Is Too Loud to Ignore
I’ll say it plainly: I’m betting against Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) at these levels, and I think the next 12 months will validate that call. The business is excellent. The stock…
The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks
The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL | ORCL Price Prediction) trades near $190 against a Wall Street…
Intel’s Run Has Gone From Strong to Surreal. Now, the Profit-Taking Debate Is Heating Up
Intel (NASDAQ:INTC | INTC Price Prediction) shares have gone vertical. The stock is up roughly 442% over the past year and 210% year to date, trading at $122.25 after touching a 52-week high of…
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets…
Generational Risk: AI Is Making Kids 55% Dumber
The headline number is alarming, and it deserves precision before anything else. According to research presented on the Prof G Markets podcast by host Ed Elson and research lead Mia Silverio, one study revealed…
Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA | NVDA Price…
ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio…
AI Agents as Independent Economic Actors Is ‘Not a Stretch’ for 5-Year Timeline, According to Andreessen Horowitz
Andreessen Horowitz closed its fifth crypto fund with a thesis that sounds like science fiction: autonomous AI agents holding crypto wallets, earning income, paying for compute and operating as independent economic actors within five…
How Microsoft Pulled off ‘One of the Best Tech Acquisitions of the Last Decade’
Microsoft spent $7.5 billion on GitHub back in 2018, and analysts are now calling it one of the savviest deals in tech history. The question is whether the developer flywheel it built can actually…
Hedge Fund Manager Admits, “My Personality Won’t Allow Me” to Invest Like Buffett
On Animal Spirits Podcast Episode 463, Michael Batnick zeroed in on something more revealing than the doom-laden statistics a hedge fund manager had just rolled out. The manager cited stock market cap to GDP…
This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’
The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock boom, the…
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease…
Expert Reveals China’s Rare Earth Chokehold: ‘Within 6 Weeks, American Industry Was Struggling’
A guest on the TechSurge Deep Tech Podcast reframed the rare earth debate in stark terms this week, arguing that Washington’s supply chain panic misses the actual problem. The headline numbers are jarring: “For…
As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started
The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls.…
AMD vs. NVDA: Which AI Chip Giant Belongs in Your 10-Year Portfolio?
The question for retirement-focused investors weighing Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) against NVIDIA (NASDAQ:NVDA) is no longer abstract: which AI chip story belongs in a long-duration portfolio right now? AMD just…
Uber One Crosses 50 Million Members and Signals a Fundamental Business Transformation
Of everything Uber (NYSE:UBER | UBER Price Prediction) said in its Q1 report yesterday, the real story is that Uber One has crossed 50 million members, and those members now drive half of Gross…
If AI Continues Scaling From Here, Micron’s Current Price Could Look Embarrassingly Cheap
Few stocks embody the AI infrastructure trade quite like Micron Technology (NASDAQ:MU | MU Price Prediction). Shares climbed more than 260% year to date through early June 2026, riding a memory supercycle that CEO…