Joey Frenette
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Everything by Joey.

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Investing

Beyond Micron. Why TSMC Might Be the Bigger Value Play in Semis as the Cycle Broadens

May 28, 2026
Investing

The Bitcoin-Miners-Turned-AI-Neocloud Plays Might Still Be an Underappreciated Trade in AI

May 28, 2026
Investing

Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?

May 27, 2026
Investing

Sony Stock Might Be One of the Deep‑Value Ways To Play AI

May 27, 2026
Investing

Palo Alto Is Positioning for the Next Security Supercycle as AI Threats Go Vertical

May 27, 2026
Investing

One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case

May 26, 2026
Investing

Orbital Data Centers Are Moving From Concept to Early Roadmap — Jeff Bezos’ Remarks Give the Idea New Credibility

May 26, 2026
Investing

The Semiconductor Rally Is Going Strong, but History Suggests the Cycle Still Matters

May 26, 2026
Investing

Mark Zuckerberg May Already Have an AI Agent Sidekick — Could This Be the Future for CEOs?

May 25, 2026
Investing

The AI Trade Might Be Grossly Underestimated — and It Could Be Time To Rethink How We View the Mag 7

May 25, 2026
Investing

The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too

May 25, 2026
Investing

Are There Still Bargains in Software? The Smart‑Money Is Pointing Straight at These Names

May 22, 2026
Investing

The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle

May 22, 2026
Investing

This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer

May 22, 2026
Investing

This Star Hedge Fund Is Going All‑In on AI Plumbing Behind the Scenes of the Revolution

May 22, 2026
Investing

Alphabet’s Growing Overlap With NVIDIA Is Getting Hard to Ignore

May 22, 2026
Investing

One of the Hottest New VC Firms Has Donald Trump Jr. as a Partner

May 21, 2026
Investing

Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.

May 21, 2026
Investing

Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.

May 21, 2026
Investing

A Rare Stock Market Signal Just Flashed for the 9th Time Since 1950. The First 8 All Ended the Same Way.

May 21, 2026