Deregulation, AI and China were top of mind for hedge funds looking to profit in the Trump era...
Continue ReadingThe market was enchanted with artificial intelligence (AI) in 2023 and 2024. AI stocks have started to tumble quickly, with AI-related companies like Palantir Technologies and Tesla trading down over 30% from all-time highs. This price drop among AI-related stocks has presented some attractive buy-the-dip opportunities for investors focused on the long term...
Continue ReadingDon't make it complicated. Sometimes the most obvious picks truly are your top prospects...
Continue ReadingAutonomous driving poses a significant and underestimated risk to Uber's business. Read why I reiterate my neutral rating on UBER stock...
Continue ReadingThe Trade Desk could capture a huge chunk of non-GOOG/META advertising spend in the coming decade. See why TTD stock is a Strong Buy...
Continue ReadingThe stock market is in correction territory, with risks from protectionism reminiscent of the 1920s, potentially leading to a recession. Read on for our investing lessons from history...
Continue ReadingHow options markets and leveraged ETFs could be driving Friday's stock-market rebound...
Continue ReadingAnat Ashkenazi...
Continue ReadingExplore Rigetti Computing, Inc.'s quest for quantum advantage amid heavy R&D losses and sluggish growth. Click for my updated look at RGTI stock prospects...
Continue ReadingMarvell's high P/E and EV/Sales ratios make it overpriced. Read why MRVL stock is a sell and why Broadcom is a better pick for custom ASIC exposure...
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