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Latest Insights on LK

Intel aims at Nvidia with its Amazon deal, despite AMD nipping at its heels. The Big Data market is as complicated as a telenovela lately… Intel’s Habana Hotel; Palantir’s Palate Cleanser; WORK it Salesforce December 2, 2020 by Joseph Hargett Great Stuff Habana Intel-igence  Habana, ooh na-na. Intel’s heart is in Habana, ooh na-na. Amazon cloud deal with Habana, ooh na-na. Great, now that song’s stuck in my head. Thanks, Mr. Great Stuff! Welcome to my world. Anyway, if you didn’t gather from the Camila Cabello lyrics, Intel’s (Nasdaq: ) Habana Labs business just signed a cloud […]
The Fed’s Actions Will Boost These 2 Sectors December 2, 2020 by Clint Lee Big Picture. Big Profits., Investing, U.S. Economy [3-minute read] Your chance to profit from more QE.
Tesla is joining the S&P 500, all at once. It’s a nice, simple resolution for many index-fund managers, but it could wreak havoc on your portfolio. Star-Crossed Rivals: Tesla’s Tie-up, Nio’s Knockout December 1, 2020 by Joseph Hargett Great Stuff Tesla’s Distant Early Warning The world weighs on my shoulders. But what am I to do? You sometimes drive me crazy. But I worry about you. — Rush, “Distant Early Warning” Great Ones, I have a red alert (red alert) for you today. And if you’re a Tesla Inc. (Nasdaq: ) investor, you’ll want to […]
Nikola’s new deal with GM raises serious concerns about the company’s hydrogen fuel cell technology (again). Nikola’s Heart Attack; Picking up the Slack; Moderna’s Back November 30, 2020 by Joseph Hargett Great Stuff But I Said No Take-Backsies! You ever have a deal go bad on you? Like, I don’t know … you finally get an order confirmation for a PlayStation 5 — something you dreamt about buying since it launched — and all of a sudden, that order gets canceled? No warning. No indication that anything’s wrong. […]
Does the Dow hitting 30,000 matter? Trump called it a “sacred number.” But how sacred that number is depends on exactly how you look at the market. 30K and Go Away? HP One-Ups Dell; Gap Falls In November 25, 2020 by Joseph Hargett Great Stuff A “Sacred Number” Did you see?! Did you see?! The Dow Jones Industrial Average closed above 30,000 yesterday for the first time ever! How could you not see it? It’s pretty much the only thing that every single financial rag and talking head can think about lately. Even President Donald Trump came out of hibernation […]

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