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240 results for SKH
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
Gold or Silver 鈥� Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium鈥� Luke’s case for a silver melt-up鈥� Eric’s case for gold鈥� the fiscal disorder fueling the longer-term bet鈥� so, which…
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
One Stock to Cut Through the AI Noise
The data seemed clear 鈥� but that doesn鈥檛 mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned…
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
Why Great Earnings Don鈥檛 Always Boost Prices
Progress in the Middle East unravels over the weekend鈥� TSMC鈥檚 perfect earnings report fizzles鈥� great reports from the banks go nowhere鈥� how to trade this…
2 Stocks to Buy and 2 to Sell, According to Insiders聽
Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions.聽
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
The Quantum Computing Paradox: Brilliant Future, Complicated Present
Quantum computing stocks surged, crashed, and now face a timing problem. Here’s what will drive the next major breakout.
Is the Bull 蜜桃传媒 Rally Back On?
The market keeps rallying… but we鈥檙e still 鈥渙n the wrong side of the tracks鈥�… Luke Lango’s bull case for tech… a black swan lurking in…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
The Next Three Weeks Could Determine Your Investing Year
What happens now that we鈥檝e lost the 200-day moving average鈥� will we have an off ramp in the Middle East鈥� how to invest despite volatility鈥�…
2 Companies Tackling the AI Bottlenecks聽
To give you a sense of these 鈥淕olden Rivet鈥� makers Eric discusses in his latest presentation,聽I鈥檇聽like to highlight two companies at the forefront of the…
5 Health Care Provider Stocks to Sell Now
The overall ratings of five Health Care Provider stocks are down on Portfolio Grader this week. Each of these rates a “D” (“sell”) or “F”…
5 Health Care Provider Stocks to Sell Now
The ratings of five Health Care Provider stocks are down this week, according to the Portfolio Grader database. Each of these rates a “D” (“sell”)…
The New Doctrine Reshaping Global 蜜桃传媒s
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs 鈥� and those don鈥檛 always keep up with demand. One…
The AI Memory Crunch Has Begun
In today鈥檚 guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
No Memory, No AI 鈥� How to Play the Shortage
Micron鈥檚 memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
7 Health Care Merger Plays
Here’s how to play the feverish pace of M&A in the hospital sector, as big health care providers compete to get much bigger.
Surgery Cutbacks, Medicare Reductions Dull Enthusiasm for HCA
Expected cuts in Medicare spending will further challenge hospital provider HCA, whose post-IPO share price is down 30%.
This 1990s Supply Shortage Created 800% Gains 鈥� It鈥檚 Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
A Ruling That’s Good for Health Care Stocks
A $2.7 trillion industry representing 18% of the economy now knows where it’s headed. Losing the individual mandate would have been a worst-case scenario for…
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