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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…
Technology
23 posts
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Market Call: Carry-Trade Unwind Part II
Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates…
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Technology Now & Then
Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
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Market Call: Momentum Meltup, Blowoff Top, Or Both?
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
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Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…
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Stock Market Has Discounted Lots Of Good News
Nvidia was up a measly 1% today despite the exciting presentation, after Monday's close, by CEO Jensen Huang…
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Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
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New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
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Nvidia For Fun & Profit
As a result of the AI gold rush, billions of dollars are being spent on Nvidia’s GPUs. They seem…
