Latest Insights on AMD
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
October 27, 2020 Great Stuff
House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […] Pandemic Options; Billionaire Ant Hill; Dunkin Munchkin Huntin’
October 26, 2020 Great Stuff
Risk on; Risk off The global economy is sick … and I mean that literally, not in the ‘90s kinda way or in a Michael Jackson’s “Bad is good” kinda way. Over the weekend, the U.S. hit back-to-back record highs for new COVID-19 cases. According to Johns Hopkins University data, the seven-day average of new […] It’s Friday, I’m in Plug; Why Intel Fell; Fastly Flustered
October 23, 2020 Great Stuff
Friday Four Play: The “Drought Has Ended” Edition I have good news for you today, Great Ones! The Great Stuff Picks drought has ended. The seal is broken, so to speak. Aren’t you just dying to know what Great Stuff’s new recommendation is? The company I recommend today is up roughly 300% this year, and […] In Google We Antitrust; Intel’s Short-Term Memory Loss; Logically Logitech
October 20, 2020 Great Stuff
And Justice (Department) for All… It’s been many a year since we had a nice juicy antitrust lawsuit in the tech world, but Alphabet Inc. (Nasdaq: ) is about to break that streak. It’s sad but true. According to the infamous “people familiar with the matter,” the U.S. Department of Justice (DOJ) is preparing to […] Chips, Pizza, Pot and Political Theater
October 9, 2020 Great Stuff
Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […]