Research and Insights | Investment Advice

Nvidia $NVDA has a great quarter, but the stock was priced for perfection. Still, Jensen Huang had some interesting comments on DeepSeek. There are rumors that Microsoft $MSFT is cancelling data center leases…but the big tech firms all just confirmed higher AI spending for 2025. The January PCE falls, but it won’t be enough to … Read more

Weekly Points – February 21st, 2025 – 5 Things to Know in Investing This Week – The Defense Issue

February 25, 2025 by Gary Brode

There’s a weird conspiracy theory going around that the Trump Administration will re-value the gold in Fort Knox and restructure the dollar. DKI thinks this is unlikely, but we do see the value in going through the idea as a thought experiment. Dell nears a massive final contract with xAI giving us another data point … Read more

The Trump FTC is Copying Democrats – Why I Changed My Mind on Antitrust

February 24, 2025 by Gary Brode

Years ago, I used to favor a lax FTC (Federal Trade Commission) regarding antitrust issues. I’m in favor of property rights and if Microsoft wanted to bundle it’s lousy Internet Explorer with Windows, why would I care? It was easy to download a different browser and make that new one the default. My general view … Read more

Uranium in Greenland

February 21, 2025 by Gary Brode

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Bumble Has a Problem

February 20, 2025 by Gary Brode

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