peepo There are many reasons why the automotive industry is not a particularly attractive one. It is capital intensive, sales are very sensitive to the state of the economy, which results in high cyclicality, and most participants tend to have basically no competitive moats. Just like airlines (JETS), the automobile manufacturer sector has seen more…
gorodenkoff Investment Thesis Cadence Design Systems (NASDAQ:CDNS) is part of the EDA market (Electronic Design and Automation) which I believe is running quite hot at the moment. The foundation of my belief is that since AI proliferated, especially over the past 12–15 months, enterprises have doubled down on their spending and investments in key strategic…
awiekupo/iStock via Getty Images Strapped for cash, what now? I have been bullish on Albemarle (NYSE:ALB) at these prices even though it continues to go through a cycle of weakness. I am downgrading this to hold and have reduced my share count while I wait to see if the company can pivot to positive free…
AutumnSkyPhotography QUALCOMM (NASDAQ:QCOM) has rallied 21% since the last article was published (which can be found here). The company has published their FY1Q24 results, and this article will cover my thoughts on the earnings. This was a strong print as top and bottom-line exceeded the high end of the guidance and expectations. The strong results…
FinkAvenue Investment Thesis Microsoft Corporation (NASDAQ:MSFT) is truly in its stride. The firm is executing their commercialization of AI strategy perfectly by providing users with great AI-enhanced versions of existing products. The latest fiscal Q2 results see Microsoft boasting great levels of revenue and margin growth, with the firm enjoying a solid mix of high-margin…
Andrzej Rostek/iStock via Getty Images The race against recession Until the December FOMC meeting, the Fed was signaling that it needed to induce a recession to bring down inflation – that was the “higher for longer” policy. The Fed was willing to hold interest rates at a restrictive level until the labor market weakened, and…
DNY59/E+ via Getty Images After running in multiple organized events in 2023 (two half marathons, 1 quarter marathon trail run, a 10-kilometer race and a 5-kilometer race, plus lots and lots of training miles over the last 12-months, but who’s counting?) I started 2024 with a night-time trail run the first weekend in January. I…
dem10 In the rapidly evolving domain of generative AI, Amazon (NASDAQ:AMZN) is positioning itself as a formidable contender, leveraging its cloud infrastructure prowess and strategic alliances. While rivals like Google (GOOG) and Microsoft (MSFT) have made significant strides, Amazon’s unique approach, rooted in its cloud market leadership through AWS and a focus on choice and…
7RCC’s crypto ETF differs from those of other similar products. 80% of it will consist of Bitcoin, while the rest will hold carbon credits futures Crypto asset management firm 7RCC might be the latest in a long list of firms seeking a spot Bitcoin exchange-traded fund (ETF) approval. This follows after the ESG-focused firm recently…
OKX strategically positioned itself to ride the Ordinals wave, seizing the NFT crown amid exploding interest in Bitcoin-based creative assets. Cryptocurrency trading platform OKX has raced ahead of rivals to become the top marketplace for non-fungible tokens (NFT), recording over $50 million in daily NFT trading volume compared to $13 million on Blur and $3…
Amazon’s Titan Image Generator offers a user-friendly interface akin to using Stable Diffusion (SDXL), providing a solid blend of control and versatility. American multinational technology company Amazon.com Inc (NASDAQ: AMZN) has entered the growing field of generative Artificial Intelligence (AI) with the launch of its latest innovation, the Amazon Titan Image Generator. This new addition…
Justin Sullivan With the AI revolution well under way, software stocks are expected to win big as generative AI transforms the way people work, and Salesforce (NYSE:CRM) is no exception. Salesforce is well-positioned to capitalize on the new opportunities arising from AI-powered advancements in Customer Relationship Management [CRM], thanks to its growing data treasure and…
kynny ECARX Holdings Inc. (NASDAQ:ECX) is having some trouble getting out of the China starting gate, despite a recent string of announcements designed to show its autonomous driving technology is gaining momentum from a growing customer base that includes many global names. But a closer look at that list shows that most of the names…
Prostock-Studio Investment thesis Medifast’s (NYSE:MED) stock hit an all-time high in late May 2021 because the company has been delivering stellar financial performance. But in June 2021, the FDA started approving weight-loss drugs, a big disruption to Medifast. Since then, the stock price declined by more than four times, and the forward dividend yield is…
According to the filing, Coinbase will securely hold and manage the actual Bitcoin assets that underpin the ETF. The company has also confirmed that the Bitcoin ETF will be listed and traded on the Cboe BZX Exchange, Inc. Franklin Templeton, an asset management company, has entered the competition among companies aiming to offer spot Bitcoin…
your_photo Investment thesis Advanced Micro Devices, Inc. (NASDAQ:AMD) has delivered outstanding performance with its new Genoa-X and Bergamo processors, strengthening the company’s leadership position in high performance computing. Combined with the expected strengthening of AMD’s position in the data center segment, the company has the potential to develop in the rapidly evolving artificial intelligence market,…
A large chunk of OKX’s $25-$50 million annual advertising budget goes towards its sports deals. Crypto exchange OKX wants its deals with Formula 1 team McLaren and UEFA Champions League-winning team Manchester City to last a decade. The company reportedly spends $25-$50 million per year in its sponsorship deals with the two sports teams. OKX’s…
Ethan Miller Faraday Future (NASDAQ:FFIE) is fresh off the heel of a 1-for-80 reverse stock split that has brought the ticker back into compliance with Nasdaq’s minimum listing requirements. The EV universe since I last covered Faraday has shrunk with EV bus darling Proterra becoming the latest EV deSPAC in a slowly expanding list of…
MediaProduction/iStock via Getty Images The AMD Investment Thesis Remains Robust, But Only For The Patient We previously covered Advanced Micro Devices, Inc. (NASDAQ:AMD) in May 2023, rating the stock as a Buy, with the robust demand for generative AI likely triggering the next semiconductor super-cycle. We also believed that the strategic leadership of CEO Lisa…
Bloomberg’s ETF analyst believes that ProShares’ multiple Ether-based ETF applications within a short period may indicate a favorable stance from the SEC. The race for cryptocurrency exchange-traded funds (ETFs) is heating up, as ProShares, a leading global asset manager, recently filed applications with the US Securities and Exchange Commission (SEC) to launch exchange-traded funds (ETFs)…