This latest AI startup is moving fast, with impressive progress. And the journey is likely just getting started. More
Articles
This Industry Is a “Buy” for the Next Few Years – Here’s Why
Donald Trump is on his way back to the White House. Of course, that has major implications for the U.S. economy and the stock market. So, you are probably wondering what industries will thrive over the coming years. More
Data Centers and the AI Revolution… and How Trump Could Ignite a Second AI Boom
Northern Virginia is considered by some to be the data center capital of the world. It is considered the largest data center market not only in the United States, but globally. And with Donald Trump’s victory, the market is going to get even busier. More
AI’s Dark Horse Could Become Its Crown Jewel Under Trump
We think xAI is on the “launch pad” for enormous growth and expansion over the next few years, fueled by the Trump-Musk alliance. More
Super Micro Falls 50% – Should You Buy the Dip or Sell?
Let’s take a closer look at Super Micro’s first-quarter preliminary results to see if there was any merit to the short seller’s claims. I’ll also discuss if the stock is still a buy after earnings. More
The Market’s Upside Potential Just Jumped
How Trump’s tax cuts and deregulation could fuel stocks … get ready for FOMO to add to the gains … how high we might go … but don’t forget: safety first Suddenly, the upside potential for stocks over the next 12 months has jumped. To explain why, let’s start with the two factors that drive… More
What Trump 2.0 Means for the AI Boom
I want to share some thoughts on the election and how a Trump 2.0 administration may impact the market now that the dust has settled. More