GameStop announces a new service that will provide contactless delivery to customers at all their stores. It's been a tumultuous week for GameStop. ...
Robinhood Markets has officially filed for an initial public offering for the trading app that will be one of the more hotly anticipated of the comin...
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 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 Airbnb is trading at an unjustified market cap relative to peer Booking Holdings. DCF-models suggest 44% downside for Airbnb. Business-model ...
Summary NVDA has been on an incredible run of late, fueled by tremendous growth across its business segments. Despite its incredible technical prowes...
Asana has impressed the Street with many quarters of accelerating revenue growth. The company has seen increased adoption among larger customers. The...
Summary I've been wrong on Shopify, and the stock has run 30% in the meantime. SHOP continues to grow rapidly even as it laps pandemic quarters. I ex...
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