I’ve never considered myself an alarmist. But I’ve been warning my subscribers about the hidden dangers lurking in the private credit market for practically the entire year. More
Articles
Nvidia Crushes Earnings as AI Demand Stays Red-Hot
In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative... how hyperscalers are still sold out of GPU capacity... why the entire AI infrastructure stack – from chips, to power, to storage, to robotics – just got a green light for its next major leg higher... and which stocks are best positioned to ride this boom. More
Walmart vs. Target: Only One Is Built For This Economy
If you’re looking for signs of what’s next for the economy, look no further than the checkout aisle. More
Wall Street Soars – Then Tanks – After NVDA Earnings
Nvidia crushes earnings – again… no sign of an AI slowdown… jobs data surprises to the upside… the Technochasm widens… navigating a slowing economy and overvalued tech plays… Eric Fry is finding the right balance in health care… Just after this morning’s opening bell, the market breathed a sigh of relief. Last night, Nvidia Corp.… More
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust. More
Don’t Be Fooled by Nvidia’s Earnings – Why It’s Still a “Sell”
Today, I’ll explain why you should keep Nvidia out of your portfolio, even as Wall Street celebrates. I’ll also share another Big Tech stock I believe is a “Sell,” and I’ll tell you about the companies you should shift your attention to instead. More
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble. More
