Latest Insights on NFE
Nio’s Teeming, Streaming Deliveries; Coupa Troopers & Google Rumors
September 7, 2022 Great Stuff
Nio Noodling Deliveries Great Ones, electric vehicle (EV) maker Nio (NYSE: ) reported earnings today … and it gave me an idea. Riddle me this: Why are EV manufacturers like streaming companies? Why are what? You might as well ask: Why is a raven like a writing desk? You know, Lewis Carroll meant that as […] August’s Goldilocks Jobs Report, Frickin’ Ford, Asleep On PagerDuty
September 2, 2022 Great Stuff
The Song Remains The Same Great Ones, I had a dream. Oh, yeah … a crazy dream. A dream that today’s August nonfarm payrolls report would offer some direction … some hope … some indication of where the economy was headed and where the Federal Reserve’s monetary policy would go. Oh, what a dream that […] Earnings Too Chewy, ChargePoint On Point & Netflix Raids Snap
August 31, 2022 Great Stuff
Ain’t No Fluffy When He’s Gone… Great Ones, I hate to tell you this … but the U.S. economy has gone to the dogs. No, scratch that. It’s gone beyond the dogs, if Chewy’s (NYSE: ) trip to the earnings confessional means anything. Beyond the dogs? You’re talking nonsense. What does that even mean? I’ll […] First Solar Taps IRA, Boeing Supersized & Geek Squad Goals
August 30, 2022 Great Stuff
Solar Power: Investing In Sunshine, Wooah! Great Ones, I used to think Wall Street loved solar. Now, baby, I’m sure. And I just can’t wait till the day when I can cut the power cord. Now every time I look at First Solar (Nasdaq: ), gotta hold myself down. ‘Cause I just can’t wait till […] Only AMAT-ter Of Time; Blue-Chip Dividends & Deere Necessities
August 19, 2022 Great Stuff
Friday Four Play: The “His Applied Materials” Edition Great Ones, it’s no secret that the tech sector is in shambles right now. A shadow of its former market-domineering self. Even semiconductor stocks — the linchpins of the tech sector — are taking a massive beating. But as Douglas Adams once wrote: “Don’t Panic!” After all, […]