2025 Tech Investment Theme: Surge in Demand for Micron and the High Bandwidth Memory
High bandwidth memory is in short supply, and Micron looks well-positioned to capitalize
2025 Tech Investment Theme: Surge in Demand for Micron and the High Bandwidth Memory
Trends & Tickers: My Four Favorite Trade Ideas for 2025
These are the most compelling investment themes I see for the coming year—just don’t forget the risks
Buy the Dip: Why Novo Nordisk Looks Attractively Priced After 20% Selloff
That decline in share price could be a discount because the company may have room to run
Argentina’s Economic Success: Can U.S. Learn from Milei’s Reforms?
The U.S. faces tough fiscal choices, and Argentina’s bold reforms may provide a blueprint.
Trump’s Panama Canal Controversy: High Tolls, Tariffs and Trade Wars
Trump’s Panama Canal talk stirs the pot, but his proposed tariffs could really stir the markets
Quantum Computing Is the Future—Here’s How to Invest
From science fiction to reality—quantum computing is poised to emerge as the next big thing in tech. Why QTUM Is Your Ticket to the Future
Will RFK Jr. Transform the Way America Makes and Sells Food?
Politics may change the recipe for success in the food industry. Here are some potential winners and losers.
Nebius Group: Another Nvidia-Backed AI Contender
It severed ties with Russia and reinvented itself for the European GPU services
Going Nuclear: The Story Behind Oklo’s Stock Surge
The upstart nuclear technology company is up more than threefold in three months. Is Oklo the next big thing in clean energy—or just a spark waiting to fizzle?
This Bubble’s Not in Trouble: Why the 2024 Bull Run Isn’t Ready to Quit
From AI to tax cuts—here’s why this rally might be just getting started