Author: Tony Daltorio

Will Netflix’s Gaming Strategy Be a Success?

Will Netflix’s Gaming Strategy Be a Success?

Wall Street has been very excited lately about an old darling, Netflix (NFLX), thanks to its very successful series, Squid Game. Approximately 142 million member-households watched the show in just the first four weeks of its release. That news drove the stock to an all-time high at just above $700 a share, rising about 23% […]

Metaverse Winner: Facebook or Roblox?

Metaverse Winner: Facebook or Roblox?

Roundhill Ball Metaverse ETF (META) has doubled its net asset value from $130 million to $260 million since Facebook (FB) changed its name to Meta Platforms two weeks ago. Volumes have also soared on the ETF. It may have been a serendipitous case of being in the right place at the right time for the […]

Buy This Currently Out-of-Favor Tech High-Flyer

Buy This Currently Out-of-Favor Tech High-Flyer

Many technology stocks share a similar fate: they are at the mercy of unrealistically high expectations from Wall Street. If they don’t meet these “pie-in-the-sky” expectations, their stock is savaged. We saw a perfect example of this recently with Twilio (TWLO). This company provides tools to firms, such as Uber, that want to integrate their […]

The Best E-Sports Play Will Hit the Market Soon

The Best E-Sports Play Will Hit the Market Soon

There is no doubt that social networks have completely changed our society. A few generations ago, young people wanted to become teachers, doctors, policemen, or some other type of professional. But no longer: a 2019 survey conducted by Morning Consult showed that more than half of the 2,000 Gen Z and millennials surveyed want to […]

Genetic Code Sequence of DNA Protein Art

How Big an Investment Opportunity Are Vaccines?

There was great news this week about the novel coronavirus vaccine being developed by Pfizer (PFE) and Germany’s BioNTech (BNTX). The vaccine has been found to be more than 90% effective, and, if approved, it will be the first vaccine ever that uses novel mRNA technology. These results (although early and not independently vetted) far […]

Chip Industry Consolidation Underway

Chip Industry Consolidation Underway

On October 20, the struggling chipmaker Intel (INTC) announced it would sell its money-losing NAND flash memory business to South Korea’s SK Hynix for $9 billion. This appears to be the start of a move toward greater consolidation in the semiconductor industry. More on that later. First, let’s look at what it means for Intel. […]

AAPL and The Rollout of the iPhone 12 and 5G

AAPL and The Rollout of the iPhone 12 and 5G

In his inauguration speech on January 20, 1961, President John F. Kennedy famously encouraged Americans to: “Ask not what your country can do for you—ask what you can do for your country.” I’m paraphrasing JFK’s line to explain to you the right way to look at the Wall Street buzz surrounding Apple (AAPL) and 5G: […]