My WordPress Blog
Key Points Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) are key players at different points along the artificial intelligence (AI) value chain. While Nvidia is the leading designer of the graphics processing units (GPUs) used to handle most AI workloads, TSMC is the global leader in fabricating and packaging advanced logic and memory ...
Key Points Following billionaires and seeing what stocks they hold can be a great gut check for investors. This is made possible due to a Securities and Exchange Commission requirement that all money managers with greater than $100 million in assets report their end-of-quarter holdings. This information is then made available to the public 45 ...
Aerospace and defense manufacturers are operating in a complex environment shaped by uneven program funding, elevated input and labor costs and continued pressure from original equipment manufacturers (OEMs) to improve execution and reliability. In this backdrop, CPI Aerostructures, Inc. CVU and SIFCO Industries, Inc. SIF stand out as two players with distinct roles within the ...
Netflix‘s NFLX 2026 content slate emerges as a critical catalyst for stock performance as the streaming platform seeks to convert programming investments into sustained subscriber growth and engagement gains. NFLX serves globally while maintaining approximately 7% penetration of addressable consumer spending. The Zacks Consensus Estimate for 2026 revenues is pegged at $50.99 billion, indicating a ...
Stocks rebound as President Trump says not to worry… a new tool to help us time theend of this bull… the power of technical analysis… Last call for Jonathan Rose’sProfit Surge Event This October Digest was a natural follow-up to the Crazy Map we shared yesterday – shifting from big-picture late-cycle dynamics to the practical ...
Key Points Ford Motor Company (NYSE: F) investors have every reason to cheer these days. The Detroit car manufacturer has had a great year, with the share price soaring 35% through Dec. 24. And despite the impressive showing, the valuation might still be a major attraction for those interested in the stock. Is the current ...
Baidu BIDU and Alibaba BABA are among China’s most established technology conglomerates, operating within the domestic tech sector. AI and cloud computing have become central areas of competition. Large Chinese technology platforms are investing heavily in AI models, cloud infrastructure and enterprise-facing software as businesses increasingly adopt data-intensive and automated solutions. Within this environment, both ...
Key Points Dogecoin is the cryptocurrency industry’s original meme coin, and it’s a highly speculative asset. Dogecoin’s market capitalization reached more than $90 billion in 2021, but it has since lost the majority of its value. The meme coin is likely to suffer further from its poor fundamentals in 2026, which could result in significant ...
Restaurant operators are navigating a mixed consumer spending backdrop, higher labor and input costs and the ongoing need to refresh concepts to sustain traffic. In this environment, Ark Restaurants Corp. ARKR and Flanigan’s Enterprises, Inc. BDL stand out as two niche players with distinct operating models. ARKR runs a portfolio of destination, high-traffic restaurants and ...
Key Points All three of these stocks enjoy wide competitive moats in industries beyond AI. Strong cash-flow generation provides each of them with the ability to invest in new opportunities and stave off competition. Their valuations have climbed, but they may still be worth their premium prices right now. 10 stocks we like better than ...
The whipping post
The whipping post
