All

The AI Juggernaut, Or: NVIDIA Is Almost “AI Diva” Spelled Backwards

NVIDIA’s AI strategy going forward is fairly simple and the company does not face the same question that is facing the Sexy 6 (which is how will they monetize AI?). GPUs will continue to be the most sought-after chips for AI processing.

All

A is for Apple Intelligence (AI) Or: Here Comes The aiPhone

It’s fascinating to wonder where Apple would be today, and what it would be doing in AI, if Steve Jobs were still at the helm.

All

TMDX’s Earnings, HOOD Call Options, Crypto Comeuppance And Much More

Apple will be asked about its AI strategies over and over on the earnings conference call and Timmy Apple (as Trump once called Tim Cook in public)

All

Why The Sexy 6 (And The Mag 7) Are The Most Important Stocks On The Planet

There are seven US-based companies that have been worth a trillion dollars and we have been in six of them for many years, long before they were called the “Magnificent 7” (we also had you all in bitcoin back in 2013 at $120 too!).

All

Trade Alert: Hard Choices To Reduce The Number of Names

It’s Fried-day. What a week of earnings reports, market volatility, hard work and I even went to a ballet at Spencer Theatre in Alto, NM last night. Made me miss living in NYC where you can buy a ticket to the greatest ballet performances on a whim. Long-time readers

All

TSLA Earnings Thoughts, Meta LLaMA, Renting v. Owning, And Much More

And yes, the Republican-Democrat Regime has spent my entire lifetime running huge deficits because they all get greedy when they get into office and nobody in either party ever wants to do the right thing and stop spending/borrowing endless money from the people.

All

Where We’d Buy More Of Each Of Our Positions

To be clear, much of the remaining premium that is still baked into Tesla (even though it is down 43% YTD) is because of the multiple trillion dollar kickers the company has like Robotaxi/FSD, Model 2, Optimus Robot, Dojo AI, Energy Storage, etc.

All

A New Bear Market?, Tesla Earnings, CAVA, CELH, And Lots Of Other Analyses

I think most people will love their Cybertruck with its amazing technology, its functionality, and perhaps most of all, the fact that you can drive it around the countryside and not ding it from running over small trees or other obstacles.

Trade Alert

No Chat Today Plus A Couple Of Trade Alerts

EUV is a fascinating technology and there is a reason that no other chip equipment maker (aka SemiCap) like Lam Research (LRCX) or Applied Materials (AMAT) has been able to offer a competitor to ASML’s EUV machines.

Trade Alert

Trade Alert: Some Sells And Some Buys

We continued cutting down a number of our longs this morning but as the market has tanked so hard intraday here, we are also adding to some of our favorite longs now.

All

Tesla’s Autonomy Moment (And How It Might Effect Uber)

So after four days of using FSD 12.3.3 every day to navigate city streets, interstates, and rural dirt roads, I have to say that this version of FSD is impressive!

All

MoneyShow Silicon Valley Invitation (And A Minor Trade Alert)

Most of you are probably familiar with Lululemon’s $LULU products, including its yoga pants which will definitely be used in space travel, on the Moon, and Mars (ha!). Jokes aside...