Latest Insights on COOK
Gear Up for the Semiconductor Super CycleIan King and I are gearing up for a long rally in semiconductor stocks.
It’s The Time Of The Earnings Season For Losing
May 1, 2022 Great StuffOh No! The Consequences Of My Own Actions… Ah, Sunday, Sunday — so great to me! Time to sit down and chow down on the Sunday simmer-down. How does it feel, Great Ones? To be on my own? With no direction home? Umm … no. How does it feel to be through the biggest, greatest, […]
Plug Powered Wally World, JNJ’s Unusual Guidance, Your Chips Needham
April 19, 2022 Great StuffShop Smart! Shop H-Mart! Great Ones, today we’re going to talk about Walmart (NYSE: ), Plug Power (Nasdaq: ) and lift trucks … 9,500 of them to be exact. That’s … oddly specific. Go on. Now, these lift trucks aren’t your grandfather’s lift trucks. They don’t run on smelly natural gas. Anyone who’s ever worked […]
Misty Nvidia Hop, Shine On You Crazy Elon & Lay Off The Lithium
April 11, 2022 Great StuffWhen Analysts Attack: Artificial Intelligence, No Preservatives Great Ones, I was walkin’ on Wall Street just the other day, baby. What do you … what do you think I saw? Crowds of analysts sittin’ on the grass with flowers in their hair? It seems you already know the score. Yeah, you know how it is. […]