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Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies...
Continue ReadingOracle's growth story remains intact despite the recent market sell-off driven by emergence of DeepSeek's AI model. See why I upgrade ORCL from hold to buy...
Continue ReadingAnalysis of Taiwan Semiconductor Manufacturing Company Limited's stock drop due to DeepSeek's development. Click for how to approach TSM stock after the decline...
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Markets are panicking as AI stocks sell off due to DeepSeek's cost-effective advancements, but this is bullish for long-term AI innovation...
Continue ReadingArista Networks remains strong but faces AI disruption. Find out why ANET stock isnât a buy at current levels and why a better valuation is necessary...
Continue ReadingAnalyzing the impact of DeepSeek on US Big Tech and Nvidia, evaluating potential threats and market implications...
Continue ReadingSequoia Strategy Composite returned 19.8% in 2024Â vs. 25.0% for S&P 500. Since June of 2016, Sequoia and S&P 500 have compounded at 11.9% and 14.9%, respectively...
Continue ReadingNetflix's subscriber base continues to grow, with over 300 million globally, and is projected to reach 500 million within five years. Explore more details here...
Continue ReadingApple is a Big Tech favorite on Wall Street I have been wary of since the spring of 2023. Read why I remain very bearish on AAPL stock...
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