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The Apple We Need Isn't The One We've Got
No chat this week, and we didn't have high hopes for Apple's "It's Glowtime" event next week.
Bryce Smith
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A Busted Up Google
We analyze Google's potential value in the event of a forced anti-trust breakup of the company.
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Headed To Abu Dhabi, Dubai and Hong Kong (Plus Markets Commentary And A Little Put Selling)
We are hitting the road, and as you might expect, we sold/rolled down a few puts into today's ugly action after getting increasingly more cautious as noted last week.
Latest Positions
Latest Positions - Sept 3, 2024
Top 5 buys in alphabetical order right now are:
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Almost Everyone Is All In On AI. What does that mean for us?
What does the uniformity of agreement regarding AI mean for the markets and for us?
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The Top 10 Reasons The Market Might Sell Off With The Fed Cutting Cycle
Here's some of the fundamental reasons the stock market might decline while the Fed is cutting interest rates, and how we can play it.
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What I Learned In NYC
We are sticking with our Fed Playbook + The Top Five Takeaways From Our NYC Trip
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Latest Positions: NFLX, Tencent, Accenture, and Bitcoin
We're wrapping up the Latest Positions with NFLX, TCEHY, ACN, and IBIT.
Trade Alert
Trade Alert + Latest Positions: AI Everywhere, Mobility, Semis, and Fintech
A couple of Trade Alerts, plus updated analysis on some our favorite longs.
aapl
Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
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What's The Playbook Here?
Most market participants seem lost right now. Let's set forth a framework to make sure we're not!
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Intel’s Foundry Losses, RKLB v. RDW, And The Town With The Best Mexican Food In The World!
I’ll leave you with a picture of a Cybertruck with a black wrap that I saw charging here in Las Cruces at one of Tesla’s Superchargers. The owner was from California and he was heading to Austin to watch the eclipse with his kids/grandkids.