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 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 ...
Summary AMD is the shining star of the semiconductor sector from many fundamental viewpoints. Every victory for AMD is a setback for Intel; the conve...
Summary Tesla needs 155 Hertz-sized orders to justify the revenue expectations in its stock price. Tesla’s market cap is now greater than the next 10...
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 Semiconductor stocks benefit from long-term tailwinds, but steep returns are not guaranteed. INTC and AMD will deliver high-single-digits ret...
Summary ARK Innovation ETF has pulled back after delivering a spectacular 2020. We look at the underlying components of this famous ETF. We tell you ...
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...
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