Latest Insights on INTC
Hyzon Hot Takes, The Cresco Kid & Adobe’s Photoshop Fails March 23, 2022 Great Stuff A Tale Of Two Hyzons Great Ones, it was the best of times. It was the worst of times. It was the age of in-line earnings. It was the age of earnings misses. It was the epoch of soaring revenue. It was the epoch of missed revenue. It was the season of growth. It was […]
Mobileye On The Prize, Dick’s Digs Deep & Google’s Mandiant Mashup March 8, 2022 Great Stuff The Mobileyes Have It… Mobileye of a hurricane, listen to Intel churn. The market serves its own needs. Don’t mis-serve your own needs. Volatility it up a notch, speed, grunt, no, strength… All right, Mr. Great Stuff, are you implying it’s the end of Intel as we know it? Maybe? I know I’m exaggerating a […]
Bernstein Finds AMDelicious, Krispy Gets Kreme’d & Home Depot’s Placebo February 22, 2022 Great Stuff Bernstein, Bears No More Great Ones, if you’re expecting some big commentary from me on Russia and Ukraine … don’t hold your breath. The situation is what it is. And from an investing standpoint, it’s just another log on the Wall Street volatility dumpster fire. If you’ve been paying attention, reading your daily Great Stuff […]
A Tisket, A Tax It, Intuit’s Yellow Basket; Monster Mash-Up & Space Junk February 15, 2022 Great Stuff Total Tax Time Tardiness Let me tell you how it will be. There’s one for you, 19 for me. ‘Cause I’m the taxman. Yeah, I’m the taxman. It’s that time of year again, Great Ones. It’s time to pay the piper. Time to give the devil his due. That’s right, it’s tax time … that […]
AMD Inside, Google’s Reverse Splits, Sony’s Hits & PayPal’s Fits February 2, 2022 Great Stuff Almighty Micro Devices Great Ones, I absolutely love saying “I told you so.” It’s, like, my second favorite thing in the world. The first is, obviously, making you money. So, when Advanced Micro Devices (Nasdaq: ) reported blowout fourth-quarter earnings and rallied more than 11% … I was ecstatic. I literally got a twofer. Before […]





