Macro investor Jordi Visser shared his insights with Anthony Pompliano on The Pomp Podcast on October 3, 2026, stating that “FOMO is going to start to kick in very, very soon” for…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.
SpaceX's AI division has worn three names since February, and Elon Musk just floated a fourth with a Sunday X post. Before investors treat the rebrand as a bullish signal, the financials…
Jensen Huang speaks in gigawatts and doubling demand while Satya Nadella speaks in seat counts and cost curves, but one of them is quietly funding his own customers to keep the story…
Circular financing fears just sent Broadcom shares sliding, but one investor sees the selloff as a gift. Here is why the very risk spooking the market is the same reason he keeps…
Two Wall Street price target raises built on separate arguments are lifting Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock, and the market is treating the bullish case as one that…
David Moadel NVIDIA’s $5.841 Trillion Valuation Outweighs Three Tech Giants NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) carried a market value of $5.841 trillion as of 11:33 a.m. ET on October 6, 2026. That one…
Rich Duprey CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual…
Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
A $10,000 bet on Nvidia a decade ago quietly became a life-changing sum, but with a $5.57 trillion market cap, the same math no longer applies the same way. Here is how…
The Fed just pushed rates higher and the 10-year Treasury sits above 5%, conditions that typically punish growth stocks hard. NVIDIA may be built differently enough that the standard playbook simply does…
After years of losses and stumbles, Intel has strung together seven consecutive quarters of beating its own expectations, and the gap between its bull and bear cases now spans nearly $40 per…
Options traders are betting on a market milestone no company has ever reached, and the window closes at the end of October. A single catalyst could tip the scales either way.
Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
