The mega cap stocks are offering rare and deep discounts...
Continue ReadingMy portfolio, built specifically for my retirement, features growth, dividend, and risk stocks for a happy retirement. Click here to see my strategy...
Continue ReadingIn my last coverage of Snap, I argued that SNAP stock is a speculative investment and should be treated as such. Things have changed. Click here to read how...
Continue ReadingIs Microsoft stock a sell after earnings? We believe the key lies in Azure. Click to read our analysis of Azureâs revenue growth and MSFTâs one-year target price...
Continue ReadingCloud infrastructure stocks have been among the worst performers this year. Here, we look at the drivers of the current underperformance and highlight the medium-term upside potential...
Continue ReadingEnsemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco...
Continue ReadingAdvanced Micro Devices beat estimates on both lines for Q4 2022. Click here for my full earnings review and a look at AMD's prospects...
Continue Reading2023 will not be the year of recovery for ad budgets. As of now, growth is expected to be lower than 2022. Digital ad spending is expected to grow 7.2% YoY to $422.8 billion...
Continue ReadingSnap Inc on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down 14% as the company struggles with weak advertising demand...
Continue ReadingAdvanced Micro Devices, Inc. finished the Q4 strong with a double beat, despite headwinds from the PC slump. Click here to read our take on AMD earnings...
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