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Taiwan Semiconductor Manufacturing has outperformed 2024 expectations by wide margins. Check out 3 reasons to buy TSM stock...
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D-Wave Quantum is working to redefine the competition. If QBTS succeeds, it might vault itself ahead of Rigetti Computing and IONQ. Find out why QBTS is a Buy...
Continue ReadingTPL and TSM were top performers, while CDW and UnitedHealth were notable detractors for both the quarter and the year. Click here to read more...
Continue ReadingGoogle Cloud and AI integration are already working wonders in other areas of Google's ecosystem. Click here to find out why I'm rating GOOGL a hold...
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Last year, we discussed our collective AI exposure; this year we would like to continue to share our evolving thoughts on AI. Click here to read more...
Continue ReadingConcentrated portfolios need periodic rebalancing to avoid value traps. Read about these stock selections to help keep portfolios on track for gains...
Continue ReadingIn the fourth quarter of 2024, equity markets were positive and large cap stocks generally outperformed small cap stocks. Read more here...
Continue ReadingAI optimizes existing knowledge but doesn't expedite drug approval or reduce costs compared to traditional methods. Explore more details here...
Continue ReadingWedgewood Partners recently released their Q4 2024 client letter. Click here to read more about their top contributors and detractors...
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