Why Solana is Outperforming Ethereum by 26,500% Since 2020By Knox Ridley, Portfolio Manager of the I/O Fund2d ago2d ago
Five Top Tech Stocks Of 2024: Year In ReviewThe Nasdaq 100 is capping off 2024 with a return of 27.0%, building upon 2023’s 53.8% return (its best year since 1999). Since the start of…Jan 6Jan 6
Where I Plan To Buy Nvidia Stock NextBlackwell is the word for Nvidia as the AI leader heads into 2025, with multiple configurations and a mid-year upgrade (B300/GB300) for its…Jan 1Jan 1
This Is Not Broadcom’s ‘Nvidia Moment’ YetBroadcom’s stock surged 35% in two days despite a mediocre Q4, as management offered investors a picturesque addressable market forecast…Dec 24, 2024Dec 24, 2024
Semiconductor Stocks Exposed To China With Tariffs IncomingSemiconductor stocks will come into focus in 2025 as geopolitical tensions rise. China is likely to retaliate following Trump’s most recent…Dec 17, 2024Dec 17, 2024
Shopify Stock Is A Black Friday Beneficiary That Faces Key Test In Q4Black Friday and Cyber Monday e-commerce sales broke records again this year, with Adobe pointing out that US sales increased 10.2% YoY to…Dec 10, 2024Dec 10, 2024
Nvidia’s Stock Has 70% Potential Upside For 2025Nvidia once again posted a $2 billion beat to consensus revenue estimates in Q3, reporting YoY growth of nearly 94% to over $35 billion in…Dec 2, 20241Dec 2, 20241
AI Spending To Exceed A Quarter Trillion Next YearBig Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter…Nov 19, 2024Nov 19, 2024
Palantir Stock: How High Is Too High?Two weeks ago, I highlighted that Palantir is “one of the rare few that sees AI drive both real returns for its business and real value for…Nov 12, 2024Nov 12, 2024
Tesla Stock: Margins Bounce Back For AI-LeaderTesla is arguably one of the most advanced AI companies in the world, yet its stock is dictated by margins. Over the past three years…Oct 30, 2024Oct 30, 2024