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AI • 3 min read MARKET CALL: AI Coming To Vegas, Baby, Vegas! The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference…
Semiconductors • 3 min read To Infinity & Beyond: Artificial Intelligence, Semiconductors & Nvidia In recent decades, the Digital Revolution has eclipsed the Industrial Revolution. Today, AI is a technology that has evolved from…
GDP • 3 min read Revisions Show US Economy Is Still Flying High Hard luck for the hard-landers today. Today's GDP report was full of upward revisions: (1) GDP versus GDI.…