Regular readers have probably been following our recent quest to find the best semiconductor stock. We’ve dropped down quite the rabbit hole trying to identify a company in the mold of NVIDIA (NVDA). Its graphic processing units (GPUs) have helped it take a dominating position in multiple industries and sectors related to computing, including AI […]
Meme stocks have shown just how much temporary influence retail investors can have on the stock market. Look no further than the recent surge in any stock associated with the letters “AI.” If ChatGPT is churning out amusing copy, it must be a great time to buy “AI stocks,” right? Never mind doing any due […]
As the world becomes smaller and smaller, domestic bias isn’t just about investing in companies found in your native countries. It’s also about investing in the world’s most powerful brands. For semiconductor brands, few stand out more than Intel (INTC), a company that may have been dethroned by NVIDIA (NVDA), but still packs a punch […]
We recently published a piece which breaks down the tech stock universe into size buckets, the largest being companies with a market cap of $100 billion or more – the so-called “mega caps.” Ideally, we’re able to discover mega caps before they reach that size and invest in them. When they grow to occupy more […]
Don’t study finance if you’re the sort of person who detests boredom. Some of the topics are absolutely dreadful, not to mention the teachers. They’ll make you do things like manually calculate the variance of a portfolio, something that sounds about as fun as it looks. If you’re a glutton for punishment, do a Master’s […]
The ability for marketers to gauge intent these days is spooky. Performing a simple Google search for “hotels in Angeles City” while sitting in a cafe in Manila will suddenly surface “cheapest transport from Manila to Angeles City” ads in your Facebook stream. It knows you’ll need cheap transport to get there so you can […]
They say that a parent who claims to love all of her children equally is either a liar or doesn’t know her rug rats very well. While we can truthfully say we’re equally annoyed by all kids, we can relate to the above sentiment when it comes to some stocks. In other words, we have […]
If the definition of insanity is doing the same thing repeatedly and expecting different results, then the same can be said for investors who repeatedly invest in stocks that have more red flags than a Chinese military parade. The biggest giveaway is the gaggle of prophets that come around letting you know what great opportunity […]
With a market cap of around $263 billion, Intel remains the world’s biggest chipmaker. That may be changing though, as they’re being challenged by the likes of NVIDIA which now has a market cap of around $220 billion. In order to remain competitive, Intel spent about $13.4 billion on research & development (R&D) in 2019. […]
We recently wrote about “How AI Chips Are Changing the Semiconductor Industry,” noting that AI chips come in all shapes and sizes. From smartphone AI chips that perform computations at the edge to larger chips that are used in data centers, the trend is moving toward increased specialization. Large lots of general-purpose AI chips are […]