Is NVIDIA Really a “Value Stock” at Under $200?
It’s the big question on the minds of many tech investors these days: Is Nvidia (NASDAQ:NVDA | NVDA Price Prediction) stock a value play as it’s stuck going sideways? Or is it time to…
All Work
Joey Frenette
Qualcomm Could Be the Biggest AI Bargain of the Year
What an awful past year it’s been for those patient shareholders in Qualcomm (NASDAQ:QCOM | QCOM Price Prediction). The semiconductor stocks have been on a massive multi-year surge, yet here Qualcomm is not only…
Berkshire or Pershing Square? Here’s the Firm I’m Betting On for the Next 10 Years
Berkshire Hathaway (NYSE:BRK.B) has been a steady performer over the decades, but, of late, the legendary conglomerate seems to be entering uncharted territory, with a new CEO who’s not named Warren Buffett (enter Greg…
Tesla’s Terafab Could Be the Game-Changer That Recharges the Stock
Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock is back in a bear market, thanks in part to continued weakness across the tech sector. Despite the latest market-wide sell-off, though, I think investors are missing…
AI Might Be Coming for Blue‑Collar Work—And These Robotics Stocks Still Look Wildly Underestimated
You’ve probably heard about the white-collar job apocalypse that could hit as agentic AI becomes not only more capable, but more independent. Of course, it’s really hard to tell how much of the workforce…
Why Meta’s Latest AI Delay Might Actually Be a Good Thing for Investors
Investors seem to be overreacting a bit to the latest internal reports surrounding the delay of the latest AI model, codenamed Avocado, from Meta Platforms (NASDAQ:META | META Price Prediction). Indeed, Mark Zuckerberg and…
Why NVIDIA’s Thinking Machines Investment Might Be its Most Exciting Deal of the Year
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been making so many deals and investments that it’s getting harder to keep up. Whether you’re a bull or a bear over every new AI-related deal that…
TSMC Stock Looks Like a Table-Pounding Gift After That 13% Correction
It’s about time that shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) fell into a correction. While the price of admission is still on the steeper side of the historical range, with shares…
Amazon or Meta: Which Recent Bill Ackman Buy Has More Upside?
Bill Ackman has some grand ambitions as he looks to kick off his big Pershing Square IPOs while looking to build an entity that’s more like Berkshire Hathaway (NYSE:BRK.B). Going down the closed-ended route…
2 Stocks I’m Buying for the Future of AI Work
AI has already worked its way into the daily workflow of many. And while it’s acted more as an augmenter or amplifier so far, there’s a shroud of uncertainty as to how the technology…
The AI Arms Race Is Shifting Again—These 2 “Picks and Shovels” Plays are Worth Adding to the Radar
The AI arms race still seems to be in play as the great AI data center buildout moves ahead, while demand for AI “compute” remains off the charts. With Nvidia (NASDAQ:NVDA | NVDA Price…
2 Reasons NVIDIA’s Secret Weapon Has Staying Power
It feels like shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) are on pause, just waiting for AI demand to fade before investors can start throwing in the towel en masse. Of course, the…
Vertiv Stock Just Spiked Higher. Wall Street Pros Say It’s Not Done
Shares of cooling infrastructure play Vertiv (NYSE:VRT | VRT Price Prediction) are starting to get hot again, now up more than 50% year to date. Undoubtedly, the stock might look a bit bubbly today,…
The Legendary Bill Nygren Bought These Value Gems Last Quarter
Billionaire legend Bill Nygren over at the Oakmark Select Fund has arguably been one of the biggest names to watch as of the fourth quarter. With market turbulence picking up and numerous hedge funds…
Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right
The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting increasingly vicious back in February. While I wouldn’t say that things have settled all too much…
As Oil Breaks $100 Again, the Energy Stocks Could Be Massive Winners
Oil prices shot above the $100 per-barrel mark again last week, as the war in Iran took a troubling turn. With things rapidly escalating in the Strait of Hormuz and oil prices briefly flirting…
Why I Wouldn’t Dare Buy Palantir Stock’s Latest Bounce
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) are starting to look interesting again, with shares bouncing back in recent weeks amid the war in Iran. Undoubtedly, it makes sense as to why one…
Memory Inflation Is Real—and Apple Is the Only One Turning It Into an Opportunity
If you’re in the market for a new laptop, smartphone, tablet, or even a gaming console, things could get a whole lot pricier as inflation on memory and storage products heats up, thanks to…
Nvidia Had Another Helping of Nebius Stock. Should You Follow Jensen Huang’s Lead?
The Nvidia (NASDAQ:NVDA | NVDA Price Prediction) deals are continuing to come in fast, perhaps too fast for the retail crowd to keep up with. At the end of 2025, I predicted that Nvidia’s…
2 Massive AI IPOs to Watch for in 2026
It’s been quite quiet on the IPO front in recent quarters, but this may very well be the calm before the storm, especially if 2026 marks the year when a number of the frontier…