Latest Insights on SWIR
Riled-Up Roku, Tesla Targets and Cocktail Therapy November 23, 2020 Great Stuff All I Want for Christmas… There’s only one thing I want for Christmas this year, Great Ones. Can any of you guess what that is? World peace? 1,000% gains? A vaccine? Market rationality? Tell us! This sounds corny, but I want a Sony Corp. (NYSE: ) PlayStation 5 Digital Edition. I want to bask in […]
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. […]
Vax in the U.S.S.R; Nio Raises the Bar; Inovi-Woah August 11, 2020 Great Stuff Vax in the U.S.S.R. Flew into Miami Beach from NYC. Didn’t get to bed last night. On the way, The Wall Street Journal on my knee. Man, it was a dreadful sight. There’s vax in the U.S.S.R. You don’t know how lucky you are, boy. Vax in the U.S.— Vax in the U.S.— Vax in […]
Who Needs Jobs?; Uber Eats $3 Billion Loss; Roku’s Still Boss May 8, 2020 Great Stuff Friday Four Play: The ¯\_(ツ)_/¯ Edition It’s official. The U.S. economy is in tatters … and Wall Street doesn’t seem to mind. According to the Labor Department, the U.S. lost a record 20.5 million jobs in April. That’s roughly 25 times more lost jobs than in the worst month of the 2008 financial crisis. Furthermore, […]
China Goes Viral; Tesla Hits the Accelerator; Roku Waxes Brazil January 21, 2020 Great Stuff Down With the Sickness I hope you have some snacks and a comfy chair ready … the Senate impeachment trials begin today! We all know that this trial will be a great big nothing-burger, and Wall Street is treating it thusly. I mean, 20 Republicans would have to vote against their party for anything to […]





