November 16, 2023September 13, 2023 by Gary Brode This content is for premium members only. Join NowAlready a member? Log in here
Intel, Semiconductors, and OpenAI – What if I’m Wrong?May 15, 2026 I started buying Intel in the mid-$30s in November. I bought more in the $40s and the $50s over the next few months. I sold a little bit in...Read More
1Q ResultsMay 14, 2026 This content is for premium members only. Join NowAlready a member? Log in hereRead More
CPI UpdateMay 12, 2026 I’m currently on a train which is why today’s CPI report is late. I also think the previous 9-10 page commentary was helpful when I started writing it every...Read More