GameStop announces a new service that will provide contactless delivery to customers at all their stores. It's been a tumultuous week for GameStop. ...
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 Semiconductor stocks benefit from long-term tailwinds, but steep returns are not guaranteed. INTC and AMD will deliver high-single-digits ret...
Summary AMD will be reporting its Q3 results this Tuesday. Its revenue for the period could come in around .2 billion. The chipmaker's revenue grow...
Summary PLBY Group reported its first quarterly results since it began trading as a public company in February. Strong growth has been fueled by a fo...
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