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 […]
Our previous series on the global AI race highlighted how mastering artificial intelligence has become a geopolitical competition. Nearly all developed countries are now talking about how much they plan to focus on improving their AI capabilities. While others plan to plan, China and the U.S. seem to be vying for leadership, each country seeing […]
If you do some Google searches for the term “how to invest in artificial intelligence stocks,” you’ll find a plethora of opinions about what companies you ought to be looking at. Typically, you’ll get the “invest in everything with Google” type recommendations which just list some popular tech stocks along with the obligatory NVIDIA (NVDA) […]
One of the classic movie scenes of all time is when Gene Wilder’s reluctant mad scientist, Dr. Frederick Frankenstein (Franken-STEEN!), realizes his incompetent henchman Igor got his hands on an abnormal brain (or, as the hunchback believed, it belonged to someone named Abby Normal). Hilarity ensued. However, that cinematic moment also reminds us that if […]
What a difference a year makes. Few companies had enjoyed the sort of bull run AI chipmaker Nvidia (NVDA) had been on, returning more than +1200% between June 2015 and June 2018, eventually hitting a market cap of about $175 billion by September 2018. Then everything went south – literally – as the market took […]
For those of you fortunate enough not to be tainted by a career in finance, you may be surprised to hear how the sausage gets made. Let’s take a stock like NVIDIA Corporation (NVDA). There are analysts out there who are paid to “cover” NVIDIA by issuing recommendations as to whether or not you ought […]