$NVDA

Intel ($INTC) 1Q ’26 Results

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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

5 Things to Know in Investing This Week – The Datacenter Energy Issue

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IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more

5 Things to Know in Investing This Week – The Many Ayatollahs Issue

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The US and Israel are knocking out Ayatollahs as fast as Iran can appoint them. Did they kill the entire 88-member council that appoints the next one? We don’t know which explains why DKI didn’t make changes to the portfolio this week despite high market volatility. Our long-term thesis explaining why we own Bitcoin, gold, … Read more

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