The Quiet Revolution Inside Advanced Micro Devices Investment Analysis
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to turn backwards, a specific type of conversation takes place. People…
At semiconductor conferences, late in the day, after the keynotes have concluded and the badges have begun to turn backwards, a specific type of conversation takes place. People…
At some point towards the end of last year, Nvidia discreetly redrew the map of its investment portfolio without any of the fanfare that typically accompanies a significant…
These days, a certain type of customer enters a dealership with a calculator app and a hint of anxiety. Interest rates haven’t decreased enough to feel relieved, used…
Seeing a company that didn’t exist as a stand-alone two years ago now trade at more than $1,000 per share is almost surreal. The energy spinoff GE Vernova,…
There has always been an odd amount of weight associated with the staffing industry. From the outside, it appears straightforward: clients pay invoices, agencies hire employees, and margins…
There’s something quietly strange about Capital One right now. The stock sits at $192.10, down a full 1.04% on the day, and yet if you spend an afternoon…
The fact that the same seven names consistently appear at the top of the list whenever the world breaks is almost too neat. ExxonMobil, Palantir, Lockheed Martin, RTX,…
If you’ve been watching Boeing for a while, you’ll notice that the plot has become stale. In midair, door plugs blow off. Senate sessions. At Renton Airport, a…
When someone who used to wear the same uniform issues a warning, it is more impactful. Carlos Tavares, who was in charge of Stellantis, the fourth-largest automaker in…
The way Broadcom entered the $2 trillion club is almost silent. Leather jackets on stage, theatrical product launches, and founder mythology are all absent. Just a Palo Alto-based…