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There are three letters keeping Tesla bulls up at night: BYD...
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Apple's innovation is reigniting with the iPhone 17 leaks, iOS 19 updates, and a groundbreaking AI-driven Siri revamp. See more on AAPL stock here...
Continue ReadingDiscover why Amazon's improved margins and growth in AWS & retail segments suggest it may be undervalued. Read more about AMZN stock here...
Continue ReadingOne high-growth, cash-rich tech stock checks all the right boxes amid a historically pricey market...
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FPA Queens Road Value Fund (âFundâ) returned -2.69% for the fourth quarter of 2024. Click here to read the full commentary...
Continue ReadingThe EV maker’s shares rose 11.9% on Monday, the best one-day gain since the near-15% rise on Nov. 6. This came after a 5.3% rise on Friday...
Continue ReadingDespite an increasingly sprawling portfolio, Buffett still likes to bet big on his best ideas...
Continue Reading(Bloomberg) -- Alibaba Group Holding Ltd. Chairman Joe Tsai warned of a potential bubble forming in data center construction, arguing that the pace of that buildout may outstrip initial demand for AI services.Most Read from BloombergThey Built a Secret Apartment in a Mall. Now the Mall Is Dying.Why Did the Government Declare War on My Adorable Tiny Truck?Chicago Transit Faces ‘Doomsday Scenario,’ Regional Agency SaysLA Faces $1 Billion Budget Hole, Warns of Thousands of LayoffsTrump Slashed Inte...
Continue ReadingIn January, I published an article on Equinix with a sell rating. Read why I now upgrade EQIX stock from sell to a hold...
Continue ReadingSuch was the case for The Trade Desk (NASDAQ: TTD). With a strong performance in 2024 and a high valuation, an unforced error turned investors against the stock after it reported its fourth-quarter and full-year 2024 earnings. Considering the company's bright future and heavily discounted stock price, now is likely an excellent time to add shares...
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