What to Do About Nvidia This Morning

Yuck… it’s a beautiful spring morning on the East Coast, but the markets couldn’t be uglier. We’ve got an utterly toxic blend of the debt ceiling panic, NVIDIA’s crazy earnings, and what could be unrealistic short-term expectations of the artificial...

There’s Upside Here for Decades to Come

Dear Reader, In 2023, stock pickers have crowded into one trend and one trend only… Artificial intelligence. AI. There’s certainly good reason: AI has the power to reshape entire industries, fuel dramatic upticks in profitability, reduce overhead costs (like labor...