Latest Insights on CAKE
The Dashing, The Drafted and the Disney+ 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 […]
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas 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. […]
In Google We Antitrust; Intel’s Short-Term Memory Loss; Logically Logitech 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 […]
Wall Street’s Mad World; Uber’s Anarchy in the U.K. 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 […]
Batteries Not Included; Amazon Bikes; Cramer Gripes 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, […]