Latest Insights on AMD
Nvidia’s Perception Problem, Macy’s Dresses The Part, Broadcom’s Big Bid May 26, 2022 Great Stuff The Nvidia Kneejerk Have mercy! I’ve been waitin’ for Wall Street all day. Have mercy! I’ve been waitin’ for Wall Street all day. I got my Nvidia (Nasdaq: ) earnings — and my take-home pay. Is this … ZZ Top? I think? It’s a deeper cut, sir, but it checks out. Great Ones, there hasn’t […]
The Fed Can’t Fix It, Walmart Drones On & Wendy’s Frosty Buyout May 25, 2022 Great Stuff The Fed Won’t Save You This Time Great Ones, I’ve caught a lot of flack for reiterating and believing in the Federal Reserve’s former mantra that inflation is transitory. I honestly believed that narrative. It made sense … at the time. But times change. New facts and events emerge. New data is made available. And […]
Dividend Powers Activate, Home Depot’s Re-Tool Time & Inflating Walmart May 17, 2022 Great Stuff The Beauty In The Beast Great Ones, I’m afraid I’ve been thinking… A dangerous pastime. I know. But that whacky old coot is called Wall Street. And its sanity is only “so-so.” Now the wheels in my head have been turning since I looked at these loony bull “stans.” See, I’ve promised myself I’d be […]
AMD’s Infinite Power, Yum Brand’s Dark Side, It’s A Ride-Sharing Trap! May 4, 2022 Great Stuff The AMD Saga Begins A long, long time ago in a galaxy far away … semiconductors were under an attack. And I thought analysts once again would talk tech investors into maybe cutting them a little slack. But their response, it didn’t thrill us. “Demand is dried up!” they tried to tell us. I wasn’t […]
Domino’s Delivery Debacle, Spirit’s Wild Frontier & Apple Goes EU May 2, 2022 Great Stuff Domino’s Doesn’t Deliver Great Ones, some of y’all are probably gonna think I’m a raging liberal after today’s write-up on Domino’s Pizza (NYSE: ). What I am or am not isn’t the point. Still, I want you to remember one thing: I didn’t say it. Say it? Say what? What was said?! Tell me! We’ll […]





