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iPhone 18 Is Apple’s Most Important Product Ever

Apple has spent a year on the AI sidelines while rivals raced ahead, and now it has one shot to prove the iPhone still matters in a world where software defines the winner.

Douglas A. McIntyre · 2 months ago

Why I Keep Buying NVIDIA Confidently

Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus…

Alex Sirois · 2 months ago

It’s Time to Sell Apple for These 3 Simple Reasons

Apple just posted its best March quarter ever and reclaimed the title of world's most valuable company, yet three cracks in the foundation suggest the 24% year-to-date run has borrowed heavily from future returns.

Alex Sirois · 2 months ago