Jan 17 2022 - Nvidia Is Building Worlds
Summary We recently recommended taking some profits on NVDA after the last earnings report, but now circling back to buying more to boost the core po...
Summary We recently recommended taking some profits on NVDA after the last earnings report, but now circling back to buying more to boost the core po...
Summary NVIDIA is reportedly walking away soon from its Arm deal. But, we don't think the deal is a make or break acquisition for NVIDIA. Moreover, t...
Summary Both Nvidia and AMD have posted favourable gains in the past year thanks to rising chip demand across all industries from PC to automotives. ...
Summary NVDA has been on an incredible run of late, fueled by tremendous growth across its business segments. Despite its incredible technical prowes...
Summary In my opinion, Nvidia’s ARM acquisition is unlikely to get approved. Nvidia is reportedly prepared to walk away from the deal amid regulator ...
Summary We like being on the long end of disruptive companies playing in big industries. ROKU is one such company. ROKU, on the surface, appears to b...
Summary ROKU's fundamentals are very strong, which belie the stock's current downward trajectory. ROKU is shaping up to be a bridge to a key customer...
Summary Yikes. After the knockout 2Q print, SNAP's 3Q print was rough to say the least. IDFA, competition from TikTok, and macro supply chain issues ...