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Nvidia shares inch higher while Autodesk faces activist, and other movers...
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Amazon's AI use cases and AWS backlog growth indicate robust future profitability. Read why I upgrade AMZN stock from buy to strong buy...
Continue ReadingWhipsawing markets have caused even stocks with the strongest fundamentals to retreat over the past month. Stay diligent and resist panic-selling with these 10 stocks...
Continue ReadingI believe that Alphabet is very well-equipped to tackle the AI search engine competition. Read why I currently rate GOOG stock a Strong Buy...
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QQQ's higher valuation is justified by its superior return on equity compared to KWEB. Click here to read more about the comparison of QQQ and KWEB ETFs...
Continue ReadingApple struggles with AI delays for Siri, pressuring iPhone sales and valuation. See how these issues impact AAPL stock's growth and what it means for investors...
Continue ReadingThe S&P 500 loitered near its worst levels in todayâs session, as megatech doubled down on skepticism...
Continue ReadingThe fund posted a return of 6.12% (Class I shares) for the fourth quarter of 2024. The largest exposures were in the IT, consumer discretionary, and communication services sectors...
Continue ReadingFairholme Fund has generated significant alpha since inception but underperformed in the last decade. Read here for key updates on the portfolio...
Continue ReadingTesla's stock faces challenges from Musk's politics and rising EV competition. Click for my view of TSLA stock amidst the political controversies of its CEO...
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