Well, today’s “that’s a new one for me” moment came while I was listening to George Kamel on The Ramsey Show, three seconds after he heard the interest rate: “Did you buy it from…
Of everything SanDisk (NASDAQ:SNDK | SNDK Price Prediction) said in its fiscal Q3 report, the real story is a paradox. They posted an adjusted gross margin of 78.4%, a level that sits above the…
Like many investors, I enjoy old Buffett videos for their lessons, but also for the quaint numbers of the past. Such as when he bought 5% of Disney for something like $4 million. At…
Two weeks ago, I wrote a piece asking readers a blunt question: do you own enough Google? The stock was sitting at $332.91 when I drafted it. I’ve held it for almost 15 years,…
The Musk vs. Altman trial is officially underway, and the company with the most to lose outside the courtroom is Microsoft (NASDAQ:MSFT | MSFT Price Prediction). Shares are trading near $424.82, with the stock…
Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) caught the chop. I’ve watched NVDA since 2010, and headlines like this come and go.…
The biggest 48 hours of Q1 earnings season starts tomorrow. Meta (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), and Amazon (NASDAQ:AMZN) all report Wednesday, April 29, after the close, with Apple (NASDAQ:AAPL)…
Big Tech’s capital expenditure plans for 2026 are stacking up to roughly $600 billion across the four hyperscalers, and Wall Street wants receipts. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports Q1 2026 results tomorrow…
On March 25, 2026, we sent thousands of investors an email titled “Is Intel The Must-Own Stock for 2026?” The argument was simple: agentic AI was about to shift the bottleneck from GPUs to…
Something rare happened on Intel (NASDAQ:INTC | INTC Price Prediction)’s earnings call. CEO Lip-Bu Tan effectively told investors that Elon Musk will teach Intel more about running a chip business than Intel will teach…
In 20 years of investing, I can’t recall an IPO generating this level of strategic noise across so many asset classes at once. SpaceX’s valuation has ramped from roughly $350 billion in May 2025…
Caden Booth did not show up to the Super Bowl to watch the game. He flew to San Francisco after spotting that Charlie Puth was in the city three days before kickoff, then waited…
Scott Galloway has made a pointed case against the SpaceX IPO. His core argument deserves a fair hearing before I explain why I think he lands wrong. Galloway’s Case, Fairly Stated SpaceX’s valuation has…
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s recent appearance on the Dwarkesh Podcast was one of the most direct and consequential things he’s said publicly in years. His argument, stripped to its…
I’ve been holding Nvidia’s stock for years now, and even though I’ve watched about major interview CEO Jensen Huang has done, his recent framing of their business was so incredible that I wanted to…
ASML and TSMC just handed the AI bull case its strongest validation yet, reporting results and guidance that confirm hyperscaler infrastructure spending is accelerating, not cooling. For anyone still wondering whether the AI buildout…
Tesla (NASDAQ:TSLA | TSLA Price Prediction) shareholders are about to start asking a pointed question: why did they have to find out from outside reporting that SpaceX was purchasing Cybertrucks in bulk, as Bloomberg…
CoreWeave (NASDAQ:CRWV) just secured a $21 billion commitment from Meta, expanding what was already a landmark relationship and cementing CoreWeave as the preferred AI cloud infrastructure partner for the world’s largest social platform. We’ve…
Jim Cramer made a pointed call this week: in the context of Meta Platforms (NASDAQ:META | META Price Prediction) partnering with Broadcom (NASDAQ:AVGO) to produce tens of millions of custom AI chips, Cramer said…
How many Lucid cars do you see on the road in a week? I own EVs myself, but I can count my Lucid sightings on one hand with fingers to spare. I see more…
