Seeking catalyst driven opportunity
Key Points Peter Thiel is a tech entrepreneur with a good eye for excellent investments in the technology space. The most recent purchases for his hedge fund stand in opposition to sales in Berkshire Hathaway’s and the Gates Foundation Trust’s portfolios. Both stocks have wide …
Key Points Investor excitement around AI has pushed several stocks into the $1 trillion club over the last few years. Nvidia and Broadcom stand out as first-order beneficiaries from the trend, and analysts have high expectations for both in 2026. Growth expectations for this other …
Key Points Nvidia continues to be the dominant player in AI infrastructure. Broadcom has a huge opportunity in custom AI chips. TSMC benefits no matter which AI chip company comes out on top. 10 stocks we like better than Nvidia › Artificial intelligence (AI) is …
Explode Party Celebrate Fireworks July 4th Source: Max Pixel I hope you enjoyed the holiday! I was happy to take a break from the market gyrations and spend time with family and friends. It is strange to say that we are now at the end …
Key Points The new year is shaping up to be a pivotal time for tech companies as artificial intelligence (AI), data infrastructure, and cloud computing demands take center stage. Investors seeking sizable returns should consider the following six companies. Each is uniquely positioned for hypergrowth …
Key Points Constellation began 2025 by announcing the $26.6 billion acquisition of Calpine. The acquisition will add a massive amount of natural gas and geothermal capacity to Constellation’s leading nuclear fleet. Electricity demand projections continue to increase as Constellation inked another deal with a large …
Key Points Warren Buffett added a position in Alphabet to Berkshire’s stock portfolio. Ken Griffin reversed course on giant Chinese electric carmaker Nio. Chase Coleman III’s Tiger Global Management initiated a Netflix position. 10 stocks we like better than Alphabet › Want to invest like …
Key Points The EV boom is fading fast, and Rivian doesn’t look like an attractive stock in that context. Ford continues to be a reliable auto stock and is growing faster than the entire industry. A 4.5% yield and a reasonable valuation offer investors cash …
As we enter a new year, the opportunity set in the stock market remains compelling. The US economy has proven more resilient than many expected, the artificial intelligence boom continues to gain momentum, and the rally in equities is broadening beyond the narrow leadership of …
Baidu BIDU and Alibaba BABA are among China’s most established technology conglomerates, operating within the domestic tech sector. AI and cloud computing have become central areas of competition. Large Chinese technology platforms are investing heavily in AI models, cloud infrastructure and enterprise-facing software as businesses …