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Nvidia Is An Excellent Long Term Investment
November 18, 2024
Hyperscaler Capex Shows Strong Demand For Nvidia’s...
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Shopify (SHOP) $113 Phenomenal Q3 -24 Results And Guidance
November 12, 2024
11/12/2024 Shopify's (SHOP) $113 phenomenal results and...
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Klaviyo (KVYO) $33, Adding More Shares On Declines
November 8, 2024
Klaviyo beat earnings and revenue estimates for...
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Qualcomm, (QCOM) Solid Beat On Turbocharged Auto Sales
November 7, 2024
Post earnings the stock was up 9%...
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Applovin (APP) – What An Impressive Quarter!
November 7, 2024
Applovin (APP) - What An Impressive Quarter!...
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Palantir Q3-24: Strikingly Good Results and Raised Guidance
November 4, 2024
Palantir Technologies (NYSE: PLTR): Q3 Non-GAAP EPS...
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Alphabet Deserves A Better Valuation
October 31, 2024
I had recommended Alphabet (GOOG) as a...
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Nvidia – The Blackwell Ramp
September 25, 2024
Nvidia (NVDA) $121 (AI) (Semiconductors) And here...
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Microsoft’s Azure Revenue Could Reach $200Bn By FY2028
September 10, 2024
Forbes has an excellent article on Microsoft...
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Paypal Is A Solid GARP
September 10, 2024
Paypal (PYPL) $69.50 (Fintech) This is great...
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Taking Profits In Palantir (PLTR)
September 9, 2024
Palantir (PLTR) (Enterprise Software) $32.50 to $33...
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Boeing Is Still Volatile
September 3, 2024
Boeing (BA) (Aerospace)$175 - Hold for now,...
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Alphabet Antitrust Ruling
August 30, 2024
Alphabet (GOOG) (AI) $164 Yes, I did...
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Dollar General Drop May Not Be Enough
August 29, 2024
Dollar General (DG) (Retail) $87 - Down...
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Joby Aviation (JOBY)
August 29, 2024
Joby Aviation (JOBY) Aerospace This is good...
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Canandian Solar (CSIQ)
August 23, 2024
Canandian Solar (CSIQ) 13.50 Hold - solar...
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Crisper Therapeutics (CRSP)
August 23, 2024
Crisper Therapeutics (CRSP) (Biotech) $48 High Risk/High...
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Intuit (INTU)
August 23, 2024
Intuit (INTU) $620 (Enterprise Software) Buy on...
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Zim Integrated Is A Cyclical Dependent On Freight Rates
August 19, 2024
ZIM Integrated (ZIM) $23 (Shipping) Highly Cyclical...
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Cisco Has Potential And Is Taking Steps In The Right Direction
August 16, 2024
Cisco (CSCO) $48.50 I’m holding for now,...
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