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240 results for SOLR
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
A New Reality for the AI Trade
Microsoft eases AI fears… the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
Traders Slam RIMM, Sony as Apple Unveils iCloud Service
Amid the Apple iCloud hype, RIMM and Sony are hitting new lows as Meade and IPSU rally to new highs.
Solar Stock Earnings Flare Up (ENER, JASO, LDK, SOL, SPWRA, SOLR, SOLF, TSL)
Peeking out of the cloud of earnings reports this week were several high-profile solar stocks. On Monday, we saw shining quarterly earnings from Energy Conversion…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
AI Prices Just Fell 280-Fold – Now What?
The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
LinkedIn’s Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
5 Undervalued Stocks to Buy Now
Here are five fundamentally strong yet undervalued companies that the mainstream investment community hasn’t picked up.
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China’s next EV export story. Then, I’ll share why the biggest investment…
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
The Secret Behind Silicon Valley’s Biggest Fortunes
Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the same charts,…
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?
We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.
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