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Nvidia is currently trading at a trailing PE of 67x and forward PE of 32x, and this valuation appears elevated. What is the fair valuation for Nvidia? Find out...
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Oracle reported a strong end to FY24, with cloud services driving significant growth at the top line. See why I rate ORCL stock as a strong buy...
Continue ReadingNvidia isn't the only AI game in town...
Continue ReadingAmazon's Q1 earnings beat expectations, growth opportunities ahead. Despite risks, Amazon's financial trends are positive. See why AMZN stock is a buy...
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Update: Oracle Fiscal Q4 Non-GAAP Earnings Fall, Sales Rise; Unveils Microsoft, Google Partnerships; Shares Gain Premarket...
Continue ReadingDXC Technology's (DXC) attractive valuation and sustained efforts toward transforming itself from a struggling, highly leveraged company to a high-growth, business-oriented firm have made it a lucrative takeover target...
Continue ReadingWe added MercadoLibre, Latin Americaâs largest online retailer, to the portfolio during the quarter. Click here for our investment thesis on MELI stock...
Continue ReadingThis quarter, we sold the last of our shares in Nvidia, a company we held for more than five years. Why did we sell our investment? Find out...
Continue ReadingParamount Global sinks amid reports Shari Redstone ended talks with Skydance. Musk drops lawsuit against OpenAI: report. U.S. to widen sanctions on chip sales to Russia...
Continue ReadingAVLC ETF aims to combine elements of passive and active management, but it looks more like an index fund to us. Read why we think the fund is a sell...
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