By Gavin Magor On February 2, 202411:51 AM Eastern
Grab a nice 30% gain, and cut a slight laggard to kick off today’s trades.
Take lessons from failed ‘disruptors’ to profit from the AI data center boom.
Weekend Windfalls
Subscription
Before we get to your portfolio updates, here’s a look at what our process looks like … and why we passed on a great-looking target.
By Chris Graebe On February 2, 202407:00 AM Eastern
2024 is already starting to show some wild tendencies in the startup world. Here’s what else is coming.
By Jurica Dujmovic On February 1, 202404:23 PM Eastern
A potential AI bubble burst could derail the sector for years. But a pop could relieve pressure just enough to get things back on track.
By Nilus Mattive On February 1, 202403:44 PM Eastern
Here is the replay link for yesterday’s event. I also dig into some of your questions a bit more.
By Juan M. Villaverde On February 1, 202402:24 PM Eastern
And it’s going to be rocket fuel for 2024’s bull run.
By Jon D. Markman On February 1, 202401:19 PM Eastern
The semi cycle is building a bottom. Here’s a quick trade to take advantage.
By Sean Brodrick On February 1, 202410:26 AM Eastern
Congrats on your copper gains. Plus, uranium stocks have popped. Here’s what to do.
By Jon D. Markman On February 1, 202407:00 AM Eastern
Last week, investors got a glimpse of the future … and the past of the semiconductor industry. A big opportunity is shaping up.