Sunday, December 3, 2023
Shares of Enphase Energy Inc. (ENPH) have been incredibly explosive. Since the beginning of September the ENPH stock price ran from a low of $65 to an all-time high of $111.27. The stock has been thriving on two catalysts. One, investors believe a potential Joe Biden win and the potential for the Green New Deal […]
There is no doubt there is a conflict brewing between the United States and China. But I don’t expect this fight to play out on the battlefield. Instead, it brings to mind the Cold War between the U.S. and the Soviet Union. This new cold war has one major similarity with the old one: the […]
One look at Tesla’s (TSLA) stock in 2020 tells you that Wall Street loves electric vehicles (EVs). However, Tesla is not the entire EV market. There are other companies in the space that are just as exciting. A great way to invest in these other opportunities is through the use of a couple of special […]
Let’s say a successful coronavirus vaccine is created. Great, right? Yes, of course. But it turns out that is the easy part. The truly difficult task—global distribution of the vaccine—will still lie ahead.. The New York Times described it perfectly: “Companies may have to transport tiny glass vials thousands of miles while keeping them as […]
Masayoshi’s Son’s Softbank (SFTBY) is in the news again…this time with a $40 billion cash-and-stock deal to sell its chip design architecture firm, ArmHoldings, to Nvidia (NVDA). SFTBY will receive $21.5 billion in NVDA shares and $12 billion in cash, only a little more than the $32 billion that it paid for Arm in 2016. […]
I’ve always been a great fan of mysteries. But who needs Agatha Christie to weave a story when we have the U.S. stock market? Everyone has been wondering what’s sent technology stocks (mainly in the Nasdaq) on a parabolic journey. A major institutional buyer, mysteriously nicknamed the “Nasdaq whale” by traders, dominated the never-before-seen massive […]
After crippling Huawei and throwing cold water on ByteDance’s global business, the Trump Administration has turned its sights on a third Chinese technology giant, Tencent (TCEHY). Tencent was the only Chinese company to feature in the world’s ten largest providers of both apps and games by download volumes last year, according to the mobile platform […]
Sound the alarm on these three stocks because one more bad piece of news could send their shares tumbling. Even in this bull market not every stock will continue to go up. Sell these three stocks now before they fall. No matter what’s occurring today, whether it’s turmoil in local politics, geopolitics or even terrorist […]
