Latest Insights on SV
Walmart’s Roblox Rodeo, Orbiting Planet Fitness, Li’s Unlucky Outlook September 26, 2022 Great Stuff The Metaverse Odd Couple Great Ones, I’m usually prepared for most things on Monday morning. I’ve seen my fair share of “WTF?!” Monday moments in my time. But let me tell you … this morning’s announcement that Walmart (NYSE: ) is moving into the Roblox (NYSE: ) metaverse is among the strangest I’ve seen. Here’s […]
Housing Goes Off The Rails, Lilly’s Type 2 Boogaloo & Flip-Flopping On Fubo September 23, 2022 Great Stuff Friday Four Play: The “Housing Market’s Crazy Train” Edition Great Ones, it’s crazy … but that’s how it goes. Millions of people. Giving up on homes. Maybe it’s not too late? What? To learn how to refinance? Nah, man, it’s way too late. Inflation wounds still screaming. Housing’s a bitter shame. It’s going off the […]
Robinhoodwinked The SEC; Darden’s Breadstick Inflation & Royal Cruise Line Junk September 22, 2022 Great Stuff Robinhood’s Even Flow Freeeeezin’ … something something something … made of concrete… OK, don’t worry, I’m not about to go all Eddie Vedder on y’all — not today, at least. But one day… Today, we’re talking about order flow … and, well, the even flow of order flow. See, way back in the hazy, heady […]
Nvidia Drops A GPU Bomb, Beyond Meat’s Carne Carnage, StitchFix In Stitches September 21, 2022 Great Stuff Nvidia’s Weird Science Smorgasbord From my heart and from my hand, why don’t investors understand Nvidia (Nasdaq: )? Is that … is that “Weird Science”? Really? Weird, I know. You got something against Oingo Boingo, Great Ones? Also, Weird Science (the movie) is how all of us … erm, middle school boys? … hoped, no, […]
Once Bitcoin, Twice Shy; Press F To Pay Respects & Beyond Hungry September 20, 2022 Cryptocurrency, Great Stuff Once Bitcoin, Twice Shy Well, the times are gettin’ hard for MicroStrategy (Nasdaq: ), just a hummin’ and hodlin’ all over Wall Street. You can’t remember when you got your last meal, and you don’t know just how crypto gains feel. You didn’t know what Bitcoin (BTC) was until Michael Saylor bought the whole lot… […]