Most subscribers are probably more than a bit aware that the last 5 days in the market have been abysmal, and most abysmal for any kind of growth stock. The mood reversal is significant-fear gauges such as the VIX have risen by 40% in just since February 14th. While the SPY has fallen 3.8% since…
As I write this, some traders and even investors are melting down about the recent release of the R1 model from a Chinese start-up called Deep Seek. This model, which has been reported to have been developed for just more than $5 million, reportedly is the equal or better in terms of performance than from…
I realize that most subscribers do not follow the Income/Stability portfolio that we publish. I have some long time investment advisory clients who want dividend paying stocks-although getting much of a yield from decent information technology companies is not anything that can be reasonably achieved. I do keep up with the companies in this portfolio…
Summary The best strategy to invest in the AI revolution is to focus on the pick and shovel vendors in the space. These companies serve as toll takers on the road to the deployment of AI based applications. AI needs lots of storage and thus we recommend shares of Pure. AI needs unified storage/compute and…
This has been a gut wrenching time for holders-including this writer-for holders of high growth IT shares. Investing is supposed to be somewhat logical: the results of the past week or so have defied logic. Ticker Target portfolios had some significant winners but overall most high growth IT shares have fallen victim to the risk-off…
Reviewing a busted recommendation The last 13 months have been a humbling experience. I feel bloody but try to remain unbowed. It has been next to impossible to make successful recommendations-at least as I define successful. Even companies that I have recommended on SA such as Adobe (ADBE), Wix (WIX), Trade Desk (TTD) and Arista…