I get more reader questions about TQQQ than almost any other single ticker, and lately the tone has flipped. During the AI rally it was “should I buy this.” Now, after watching the Nasdaq get…
I bought my first tranche of Baidu back when everyone still called it “the Google of China” as a lazy elevator pitch, and I want to open with an admission that still stings a little:…
I’ve sat through enough “chips got smoked” weeks over fifteen years to know the drill by now: something scares the semiconductor trade, headlines get dramatic, and half of Twitter starts asking if the AI bubble…
I’ve owned Microsoft stock long enough to remember when the joke about it was “boring monopoly software company that prints cash and never surprises anyone.” That joke aged about as well as a floppy disk.…
There is a number floating around Wall Street right now that has the quality of a fever dream. Seven hundred billion dollars. That is the combined capital expenditure that Amazon, Alphabet, Microsoft, Meta, and Oracle…
Okay I’ll be honest with you. Writing a bearish piece on Apple right now feels a little stupid. The company just reported $111.2 billion in Q2 revenue. For the other side of that argument, see…
Updated 8:42 AM ET — NVDA +6.8% pre-market | $238.14 The free cash flow number stopped me cold. Not the revenue. Not the guidance. Not even Jensen Huang’s closing line about “the largest infrastructure expansion…
A 2026 price forecast for Nvidia, covering how hyperscaler AI capex, GPU demand, and the company’s own earnings momentum are shaping where the stock goes from here.