I've been adding Amazon (AMZN) to my portfolio in the past week; it is a bargain at $202, having dropped...
Fountainhead Investing
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Nvidia GTC Keynote – CEO Jensen Huang
Quick Key Takeaways: Worth every minute. I own shares and will add on declines. Incredible product road map: Blackwells are...
Credo Technology (CRDO) $46 Is A Great Pick And Shovels Play On AI
While all eyes and ears are on tariff uncertainties and geopolitical risks, we remain focused on finding good investments for...
Risk Management And Portfolio Strategy
I sold 15-25% of several stocks on Friday, 02/21/2025 as a de-risking exercise in the wake of weakening economic indicators,...
Nebius (NBIS) $45 Has Long-Term Potential But May Be Priced To Perfection
While Nebius has shot up 135% in the past year and is approaching fever pitch as a speculative AI infrastructure...
Confluent’s Excellent Quarter Is A Major Inflection Point
02/11/2025 Confluent (CFLT) $37 - Still worth buying. I’ve owned it for over two years but will pyramid (add smaller...
ASML – An Excellent Company That’s Still A Bargain
The Monopoly As the source of all things AI and related, ASML is (and has been for the past decade)...
AI And The Multiplier Effect From Software
02/11/2025 The Software Multiplier Effect: An interesting note from Wedbush’s Dan Ives on Artificial Intelligence, who believes that software AI...
Marvell’s Investment Case Got Stronger With Hyperscaler Capex
Marvell Technology (MRVL) $114 I missed buying this in the low 90s, waiting to see if their transformation to an...
Ferrari: An Iconic But Overpriced Brand
Ferrari (RACE) $464 Positives Unlike other auto companies, Ferrari's brand strength and exclusivity provide it with a deep moat, leading...
Hyperscalers, Meta and Microsoft Confirm Massive Capex Plans
Meta (META) has committed to $60-65Bn of Capex and Microsoft (MSFT) $80Bn: After the DeepSeek revelations, this is a great...
DeepSeek Hasn’t Deep-Sixed Nvidia
01/28/2025 Here is my understanding of the DeepSeek breakthrough and its repercussions on the AI ecosystem DeepSeek used “Time scaling”...
Micron’s Low Price Is A Gift
Micron's data center revenue should grow 91% and 38% in FY2025 and FY2026, driven by cloud server DRAM and HBM....
UiPath: The Path Forward Is Getting Smoother
UiPath's competitive edge lies in its AI integration, SAP partnership and industry-agnostic automation solutions, making it a strong contender in...
Taiwan Semiconductor Manufacturing (TSM) Hits It Out Of The Park
What a great start to the earnings season! TSM is up 5% premarket after a massive beat and terrific guidance...
CES Note On Nvidia (NVDA)
Nvidia Announcements: Jensen Huang CEO delivered the CES (Consumer Electronic Show) keynote on January 6th, 2025. An immensely popular event, with...
AI Takes Center Stage At 2025 CES
The mood at the CES (Consumer Electronics Show) is pretty upbeat. This is a hardware show and after years of...
Roblox (RBLX) $58, A Solid But Overpriced Company
Roblox (RBLX) is a market leader for gaming apps and the short report from The Hindenburg. alleging irregularities in engagement...
The Knee Jerk Reaction To Micron’s Q1-25 Is A Gift
Micron Technology’s fiscal Q1-2025 earnings report offered two stories: a dramatic surge in data center revenue and a troubling outlook...
Oracle Deserves A Seat At The AI Table
Oracle (ORCL) $166 is a solid investment opportunity for 3-5 years, with a decent shot at growing data center cloud...