Latest Insights on AMAT
I’ll Be Home For the Hydrogen; Grillin’ SPACs & EV Hacks December 23, 2021 Great Stuff The Knights Who Say NEE! Merry Christmas and happy holidays, Great Ones! The Great Stuff Team and I are about to settle in for a long winter’s nap, and with no “rose suchak ladder” going on in the market today, we figured we’d give you a Great Stuff holiday mix to end the holiday week! […]
Royal Caribbean’s Revenge; Car To The Max & Blackberry’s Cyber Confidence December 22, 2021 Great Stuff *Crickets* It is Wednesday, my Great Ones! And the market. Is. Dead. No, no, not from the incessant selling and tearing to shreds of weeks past. Great Ones, we have entered the deep, murky waters of … the December doldrums. Dun, dun, dun! Thank you for the dramatic gravitas! Tis the season when the ever-roaring […]
The Fed Can’t Fix Inflation … Because It Didn’t Cause It December 17, 2021 Big Picture. Big Profits., Investing Chair Jay Powell did a masterful job convincing the markets this week that the Federal Reserve would address inflation. But can the Fed actually do anything about it? In this week’s video, I review the history of the Fed’s easy-money policies to show why it can probably do no such thing. The Fed is following […]
Roku’s Patented Round Robin & Reddit’s Rubbish Sale December 16, 2021 Great Stuff Ban Hammer Of The Gods? Aaaah-aaah! Ah! Won’t ship Rokus to new lands. Fighting the horde … of patent trolls. Oh Valhalla, a Roku (Nasdaq: ) update’s coming… We stream with threshing oar — our only goal will be binge-watching shows! But if certain corporate instigators had their way, Great Ones, some Roku devices would […]
Nio’s Not The One, YouTube’s DISphoria & Speaking Meta-phorically December 15, 2021 Great Stuff Red Dawn: Chinese Edition The time has come, Great Ones, to talk of many things: Of batteries and chips and electric vehicles (EVs) … of cabbages and Xi Jinpings. And why China is boiling hot — and whether Chinese stocks have wings. Great Stuff Picks readers have probably already noticed that our Nio (NYSE: ) […]





