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Even though investors aren’t currently paying attention, the digital transformation is thriving perhaps better than ever before.
Recently, I’ve been spending most of my free time reading earnings announcements. And I immediately started wondering about semiconductors.
After the close on Tuesday, AMD reported blowout earnings … only to be met with a modest stock price increase. Here’s why.
Investors are so obsessed with precious metals that they sometimes ignore other great metals opportunities … like this one.
GM and Honda’s new EV announcement has spooked investors, and for very good reasons.
As most investors focus on the war in Ukraine, a new unfortunate conflict is brewing in the South China Sea … and investors should be prepared.
Despite the potential for an adoption boom, I’m not thrilled to see large institutions getting into the web3 space. And I’m not the only one.
With gas prices surging, you’d think GM’s new luxury EV SUV announcement would be huge news … but it’s actually going to be a major problem for the company.
The war in Ukraine is shrinking the world. Deglobalization, an anathema only a decade ago, is a big new opportunity for investors.
As investors sell off, I’m looking for companies I’ve wanted to add … but that have been too expensive in recent months.