Investor Strategy
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
Hi, what are you looking for?
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of...
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite...
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied –...
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the...
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s...
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve Chair Kevin Warsh form...