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Earnings Previews: TMDX, PFE, and GOOG
We're hitting on the first three companies in our portfolio that are reporting this week.
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PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
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How The World Will Change In The Next 10,000 Days
Imagine a world where AI optimizes daily life, robots automate mundane tasks, and sustainable energy powers our homes. Over the next 10,000 days, revolutionary technologies will Reshape industries and transform society.
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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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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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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: Trillionaires, and Biotech 3.0
Here's part II of our Latest Positions. We're talking AAPL, GOOG, AMZN, and META + TMDX and PFE
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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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Google Is All You Need, Or: The OG AI Company
Google is tied for second (with Meta (META) and Tesla (TSLA)) in our AI Strategy Framework with an AI Rating of 8.1/10. We think Google’s holistic approach, unique platform, vertical integration, massive scale, and deep history and experience with AI will propel the company’s next leg of growth.
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Well, losses in our SLV and RVBD positio…
Well, losses in our SLV and RVBD positions neutralize our gains in LPS and with the markets just not finding any legs today, I finished up in the red for the day. I bought some Google calls and did little else trading today. Tomorrow I’ll run through a fundamental
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I bought the Google calls and am watchin…
I bought the Google calls and am watching LPS continue to crack. Riverbed and Ciena both look tempting to me, but I was a buyer of both in front of you guys at lower levels in recent weeks and I’m not going to force anything more just now. The
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I’m continuing to work on building up th…
I’m continuing to work on building up the Google position. I just bought some longer-dated, out-of-the-money Google calls. I’m looking going out to December 2011s expiration dates with $550-600 strike prices. I’ve already started buying some and will likely work these orders most of today. Here’s