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Continue reading →: Nvidia’s Growth Remains Relentless, But Expectations Are Harder to Beat
Nvidia just posted another monster quarter, but the market’s reaction was muted—because at this point, the company is a victim of its own success. Revenue for Q4 came in at $39.33 billion, beating Wall Street’s $38.05 billion estimate, and adjusted EPS hit $0.89, topping expectations of $0.84. Even more importantly,…
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Continue reading →: Analysts are wrong about Microstrategy (MSTR). It’s not a good buy
I’m one of the few users in the world who has actually used MicroStrategy’s software. Granted, it was about 10 years ago when I was just an investment analyst, but I know how effective the software is. Back then, it was an excellent platform for managing large datasets. I’m not…
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Continue reading →: Drug compounding, a little known policy, is allowing Hims and Hers to squeeze Ozempic
The fight over copycat versions of blockbuster weight-loss drugs is heating up, but the window for these compounded medications is closing. Hims & Hers Health—a telehealth company known for aggressive marketing of ED and hair-loss treatments—just made a big move by running a Super Bowl ad. The message? The obesity…
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Continue reading →: Google’s latest earnings report shows signs of overchip indulgence
Google just posted another quarter of slowing revenue growth, and investors weren’t happy. After the earnings report, shares dropped 7% in after-hours trading, wiping out most of the year’s gains. Alphabet, Google’s parent company, reported $96.5 billion in revenue for Q4, up 12% from the same period last year. That…
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Continue reading →: US oil producers won’t go on the offensive just yet
This is a classic case of conflicting incentives. Trump wants lower oil prices to fight inflation and apply economic pressure on adversaries like Russia and Iran. However, the two primary sources of additional supply—U.S. shale and Saudi Arabia—aren’t eager to cooperate. The U.S. shale industry has fundamentally changed since its…
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Continue reading →: American Airline’s crash this morning was not its fault
DCA, or Reagan Airport, has been the subject of scrutiny for years for relying on luck to avoid accidents. It is in close proximity to the nation’s capital, where a mixture of commercial, diplomatic, and military flights all use the same airspace. I was still awake when I received the…
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Continue reading →: Don’t fear the reaper: China’s AI breakthrough just improves distribution
And here’s why you should feel safe buying the dip in semiconductors. Feel safe buying Nvidia and ASML, as well as AMD. Let’s make a few assumptions. It’s no secret that the most common word of 2024 was AI. Or perhaps it was GPT, AGI, or any number of other…
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Continue reading →: What did electricity prices do during the winter storm of January 2025? Nothing!
Let’s wind the clock back to 2021. Winter Storm Uri hit in February, slamming the middle of the U.S. (and no, I refuse to call Ohio a Midwestern state) and Texas as well. The cold was so intense in Texas that the pipes supplying fuel to generators froze. ERCOT decided…
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Continue reading →: Novo Nordisk’s trimmed stock price offers a buying opportunity
My, my, my, what a difference 2.7% makes. That’s the margin between Novo Nordisk’s target of 25% weight loss for their experimental drug, CagriSema, and the actual numbers produced on a trial basis. CagriSema’s average impact on the human body was 22.3%, which is still excellent but not as good…
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Continue reading →: Why is AMD down 4%? Doesn’t matter, buy it
Something interesting happened to AMD today. In the premarket, it was up 0.3%, which is within the margin of premarket trading that doesn’t surprise anyone. Then, out of nowhere, it just collapsed. As I’m writing this post, AMD is down about 3.5%. There’s no immediate reason for AMD to be…
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