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Latest Insights on CAKE

DoorDash will officially go public. Great Stuff has all the deets … and a question or two just for you Great Ones. The Dashing, The Drafted and the Disney+
by Joseph Hargett November 13, 2020 Great Stuff
Friday Four Play: The “Slim Shady IPO” Edition Guess who’s back … back again? Great Stuff’s back. Tell a friend. (Tell a friend.) I’ve created a monster, ‘cause nobody wants to see Joseph no more. They want Mr. Great Stuff — I’m chopped liver. Well, if you want Great Stuff, this is what I’ll give […]
It’s the changing of the guard. A capitalist election of the highest order. Intel is no longer inside. Behold AMD’s ascent! AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
by Joseph Hargett October 27, 2020 Great Stuff
House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]
For whom does the antitrust bell toll? It tolls for thee, Google, and now it’s off to the Justice Department’s never-never land. In Google We Antitrust; Intel’s Short-Term Memory Loss; Logically Logitech
by Joseph Hargett October 20, 2020 Great Stuff
And Justice (Department) for All… It’s been many a year since we had a nice juicy antitrust lawsuit in the tech world, but Alphabet Inc. (Nasdaq: ) is about to break that streak. It’s sad but true. According to the infamous “people familiar with the matter,” the U.S. Department of Justice (DOJ) is preparing to […]
Welcome down the rabbit hole. Wall Street’s Mad World; Uber’s Anarchy in the U.K.
by Joseph Hargett September 28, 2020 Great Stuff
We’re All Mad Here Why is a raven like a writing desk? Why is a what? Don’t start … it’s Monday, Mr. Great Stuff. If you can answer that question, you understand why the market rebounded sharply today. (Hint: Lewis Carroll intended this quote from the Mad Hatter to be little more than an insane […]
If Battery Day went as planned, two bulls would look like geniuses. But this is Tesla — nothing goes according to plan. Batteries Not Included; Amazon Bikes; Cramer Gripes
by Joseph Hargett September 22, 2020 Great Stuff
Overpromise, Under Deliver Hey, everybody! It’s “Battery Day!” Yes, the much talked about Tesla Inc. (Nasdaq: ) Battery Day is upon us. That big event that prompted analysts far and wide to upgrade TSLA stock and lift their price targets. In the past week, Deutsche Bank hiked its TSLA price target by 33% to $400, […]

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