Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“Which stocks do you think are worth picking up in this market for the next year or two? I'm adding a little at a time. For me, $GOOG or $META might be the first picks.”
“Which stocks do you think are worth picking up in this market for the next year or two? I'm adding a little at a time. For me, $GOOG or $META might be the first picks.”
“If you're interested in learning more about the foundry business and the opportunities for Intel Foundry, I recommend checking it out.”
“3. AI labs will increasingly shift from GPUs to ASICs (XPUs), with the ASIC to GPU ratio rising from roughly 1:1 in 2026 to nearly 2:1 in 2028.”
“"What economic advantages could this news bring to AMD?" AMD is firmly in second place... cementing its position as a growing number two rather than taking the top spot. In this article, I put numbers to that potential through performance and cost analysis.”
“5. HBM requires substantial manufacturing resources and costs, but customers are willing to pay a premium for its performance. Its expansion will remain a major constraint on conventional DRAM supply. Those constraints could become even greater in the era of 3D stacked DRAM...”
“No matter how I run my valuation model, Samsung Electronics and SK hynix keep coming out as the most undervalued stocks at current prices…”
“From what I’ve heard on the ground, many of the issues have already been resolved, and others are being addressed. SK hynix has many excellent engineers, so I believe they’ll get things back on track soon. https://t.co/Ef82xt0Nk5”
“My next article will be about GlobalFoundries. $GFS It probably won’t attract much attention either, but I think it’s a company that deserves a closer look. I’ll also include some interesting things I’ve recently heard from people working in the industry.”
“I’m starting to take a closer look at $BE at these levels. 1. Onsite generation can bring AI data centers online sooner. 2. Fuel cells could reduce conversion losses as data centers shift to 800V DC. 3. Customers and revenue are growing, with improving profitability.”