On Nvidia's current role in the AI boom
Nvidia is the backbone of the AI revolution. It invented the GPUs that power virtually every major AI system on the planet.
And has evolved into something much more than a chip company: a full-stack, rack-scale AI…
Rambus ranks #6 in my Memory Stock Power Rankings
Think of an AI system as a kitchen. The processor (GPU, TPU, XPU, etc.) is the chef. Memory is the pantry.
If the pantry is across the parking lot, the chef spends the day jogging back and forth for ingredients.…
Situational Awareness (2026) meets LTCM (1998): Lessons for Long-Term Investors (Part I)
Recently, the market provided an important structural case study regarding systemic risk and capital concentration. Situational Awareness, a hedge fund managed by…
@mariosConcentration plus 4x leverage in cyclical compute…
How Everpure fits the AI story
Everpure $P (formerly known as Pure Storage) sells all-flash storage systems to large enterprises.
While that description is accurate, it’s also almost completely useless because it makes the company sound like a simple hardware…
This is what separates Seagate...
Seagate Technology $STX makes high-capacity HDDs. About 90% of the bits it ships go into data centers.
What separates Seagate is its strategic choice to focus on advancing areal density above all else.…
How Much Lower Can AppLovin Fall?
I rate AppLovin at Market Perform, with a lot of downside risk I want to discuss. AppLovin has fallen about 11% since my Q2 update, AppLovin Q2-26: I Got This One Wrong. It was one of my most read articles ever, and I…
@accrued_interest start
The Benefits of the CapEx Spent by the Hyperscalers Will Be Seen in 2030 (And short-sighted Mr. Market is clueless)
In my post back on August 17, "The Great AI Rotation: Looking Past the Infrastructure Hype to Buy What Wall Street Discards," we drew a…
I think those numbers are a bit stale. Most sell side…
Initiation Report - Mayfair Gold – Expedited Development Plan; Scalable Resource Base
Mayfair Gold Corp. (MFG:TSXV, MINE:NYSE) is a gold developer advancing its Fen-Gibb Project in Ontario’s Timmins Gold Camp, which hosts a 4.3Moz Indicated resource at…
Research Flash- Rio2 – MEIA Received at Condestable; FID Anticipated in H2
This morning, Rio2 ( $RIO.TO, $RIOFF ) announced that the Company received approval for its Modification of the Environmental Impact Study (MEIA) at Condestable on August 21st, which…
Research Note - Sailfish Royalty – Soft Q2 Financials; $131M in Cash and Equivalents
This morning, Sailfish Royalty ( $FISH.V, $SROYF) reported its Q2 financial results, which came in mixed relative to our expectations. This was due to its partner Mako…
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If all investors are rational, why do so many lose money?
Partner/Chief Market Strategist - Slatestone Wealth - Jupiter, FL. Fox Business Commentator & Yahoo Podcast Host of Trader Talk - live from the NYSE
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