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GOOGL MSFT

Big Tech’s Deteriorating Earnings Quality

AMZN GOOGL MSFT

DeepSeek Panic: Here’s Why I’m Doubling Down On TSMC

Discover why the recent selloff of TSMC stock may actually present a compelling buying opportunity, given its strong fundamentals in AI-driven technologies...

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GOOGL

Market Is Wrong About DeepSeek; Google Is A Huge Beneficiary

Markets are panicking as AI stocks sell off due to DeepSeek's cost-effective advancements, but this is bullish for long-term AI innovation...

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GOOGL MSFT

DeepSeek-Led Sell Off In Big Tech And Nvidia Likely Overdone

Analyzing the impact of DeepSeek on US Big Tech and Nvidia, evaluating potential threats and market implications...

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GOOGL

The Sequoia Strategy Composite Q4 2024 Letter

Sequoia Strategy Composite returned 19.8% in 2024 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...

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GOOGL MSFT

DeepSeek DeepSinks Bullish Exuberance

On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek, performed better than expected at a lower development cost. Click to read...

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GOOGL MSFT

DeepSeek Threat Sends Tech Stocks Tumbling, And The Fed Will Be Watching

Nasdaq100 could be set for its largest one-day fall since 2022 if the DeepSeek correction extends much further. We look at FX and Treasury yield implications should these falls be sustained...

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AMZN GOOGL

QGRO: Sophisticated Growth ETF With Average Return

American Century U.S. Quality Growth ETF holds a portfolio of 199 stocks divided into pure growth and stable growth subsets. See why QGRO is a Hold...

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AMZN GOOGL

Tech Stock Flash Crash: Why Savvy Investors Are Celebrating Instead Of Panicking

$2.5 trillion in stock market wealth evaporated as big tech billionaires lost $108 billion in one day. Read more to see my thoughts...

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SCAP For Monthly Income And Growth

Retiree seeks income and growth with SCAP small cap value stock investment for higher returns than S&P 500. Read more on SCAP ETF here...

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