I’m in Nashville this week. My buddy Dan Ives happened to be in town, too. Dan wasn’t here for the brisket. He was touring data centers. My first question: “Nashville has data centers?” My friend Brett just looked at me…
The stock market keeps showing up to the party making new highs. The S&P 500 is there. The Nasdaq 100 showed up early and already took over the music. The Nasdaq Composite is dancing on tables. Small caps made it.…
Nvidia (NVDA) reports earnings tonight, so naturally everybody on Earth suddenly becomes a semiconductor analyst for 24 hours. Fair enough. This thing has become the biggest stock market story of our generation. Nvidia is now worth roughly $5.4 trillion. That…
Nobody knows anything. I know that sounds like a throwaway line. Stick with me. Last week, I had one of those days that reminds you what this business really is. I spent last Wednesday afternoon and evening in New York…
I found myself standing underneath the Space Shuttle Enterprise on Sunday with my twin three-year-old boys asking me questions about rockets, planets, and astronauts. Pretty awesome way to spend an afternoon. I lived in New York City for more than…
Last year, we told you something big was coming. Not a crash prediction. Not a doom headline. The opposite, actually. We said the market had just fired one of the rarest bullish signals in modern market history — and that…
The new Cerebras (CBRS) IPO could not have been more perfect. The deal was supposed to price around $185 a share. The thing opened yesterday around $350. Ran to $385. And this gave it a valuation up near $100 Billion.…
You’ve probably heard something about a new crypto bill in Washington D.C. And you’ve probably tuned out. I get it. It’s complicated, it’s nerdy, and we’ve been exposed to a lot of blockchain jargon since 2008. Most investors don’t even…
A lot of people think Berkshire Hathaway (BRK.B) is just Warren Buffett sitting on a mountain of cash making boring investments. But Berkshire is actually the biggest stock in the entire S&P Financials Index. Not JPMorgan Chase (JPM). Not Goldman…
I spend a lot of time looking at charts every week. After doing this for more than two decades, I’ve learned which ones deserve a closer look. Most of them just blend together after a while. Some look constructive. Some…
I was at a birthday party last week when someone confidently explained to me that only “a handful of AI stocks” are responsible for this entire market going up. And without those stocks, apparently we’d already be in a recession.…
Last week, I was on the phone with my friend. We’ll call him Marky. Marky tells me he’s been shorting the stock market in recent days. More specifically, he’s been shorting the Nasdaq 100 as it keeps making fresh all-time…
