5 Things to Know in Investing This Week – The Nvidia PC Issue
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Research Calls in the Semiconductor Space
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5 Things to Know in Investing This Week – The Warsh is Trapped Issue
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Intel, Semiconductors, and OpenAI – What if I’m Wrong?
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 the $60s, a little more in the mid-$80s, and last week, I sold more in the mid-$120s (just under $127). The reason for the sales is … Read more
5 Things to Know in Investing This Week – The Spirit Management Killed Spirit Airlines Issue
Spirit Airlines filed for Chapter 7 leading X to try to assign political blame. Elizabeth Warren was wrong to brag about blocking the Jet Blue deal and crowing that it was a win for the Biden Administration, but was there something else going on as well? We provide a completely different view free from partisan … Read more
5 Things to Know in Investing This Week – The Strait Goes Viral Issue
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
5 Things to Know in Investing This Week – The Intel Crushes the Quarter Issue
It was a busy news week so we’re going with 6 Things this edition. Intel reports a fantastic quarter sending the stock up more than 20% in the aftermarket. DKI subscribers earn 130% in five months. Sysco is acquiring Jetro for $29B. The world’s largest food distributor will now have physical locations. Texas Pacific Land … Read more
Intel ($INTC) 1Q ’26 Results
Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was also above analyst estimates. On the conference call, there was positive discussion regarding yields improving faster than expected in the 18A plant, a key part … Read more
I Think the WSJ Gets it Wrong on Intel
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5 Things to Know in Investing This Week – The More Good News for Intel Issue
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