Joey Frenette
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Everything by Joey.

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Investing

Lam Research’s Etch Moat Could Become the Most Profitable Lever in Next‑Gen Semiconductor Manufacturing

Aug 14, 2026
Investing

GPU Demand Isn’t Letting Up. Time to Buy Nvidia Before Next-Gen Chips Ship?

Aug 14, 2026
Investing

AI Could Push Apple Into a New Era Analysts Haven’t Modeled Yet

Aug 14, 2026
Investing

Cursor Might Be SpaceX’s Ticket to $600 Per Share

Aug 13, 2026
Investing

Meta’s $145B Bet Has Wall Street Terrified—Here’s Why Bargain Hunters Are Buying Hand Over Fist

Aug 13, 2026
Investing

Vertiv’s AI‑Driven Surge Has Analysts Calling for Even More Upside

Aug 13, 2026
Investing

Is AMD in Trouble as SpaceX Goes Exclusive With NVIDIA?

Aug 13, 2026
Investing

Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

Aug 12, 2026
Investing

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Aug 12, 2026
Investing

Forget the Cloud: Qualcomm’s NPU Play May Trigger a Hardware Supercycle

Aug 12, 2026
Investing

Could SpaceX Realistically Hit $1 Trillion in Revenue by 2030?

Aug 12, 2026
Investing

Beyond GPUs: As Hyperscalers Flex Their Own Chips, a New Kind of “AI Premium” Is in the Cards.

Aug 11, 2026
Investing

Micron is Gaining Share. These Bulls See More Upside Ahead

Aug 11, 2026
Investing

SpaceX Has Already Imploded 48% — But This Wall Street Vet Just Warned Against Bottom-Fishing

Aug 10, 2026
Investing

Semis Surge, Michael Burry’s Shorts Feel the Pressure — But Don’t Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning

Aug 10, 2026
Investing

2 Ex-Situational Awareness Stocks That are Melting Up and Worth Buying Up

Aug 10, 2026
Investing

2 Stocks Positioned for the Rise as AI Self‑Healing Systems Move From Concept to Core Infrastructure

Aug 7, 2026
Investing

Alex Karp Was Right. But Is it Too Late to Buy Palantir Stock or Does a Big Breakout Loom?

Aug 7, 2026
Investing

Tom Lee Thinks 2027 Will Be “One of the Best Years” for Stocks—Why He’s Got a Strong Case

Aug 7, 2026
Investing

Here’s a Solid Backdoor Trade on the Memory Boom

Aug 6, 2026