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Maybe you’ve had this experience lately: You’re riding high, feeling good about yet another record high in stocks, and then someone pops up on TV to kill the vibe. “It’s an AI bubble,” they say. “It’s like 1999.” This actually happened to me last week (before President Trump’s new tariff threat sent stocks tumbling on…
This article was written by Follow Michael Kramer is the founder of Mott Capital, and is a long-only investor who focuses on macro themes and studies trends and options activities to identify and assess entry and exit points for investments in his long-term focused thematic growth strategy. He is a former buy-side trader, analyst, and…
Days before the start of earnings season, President Donald Trump ratcheted up trade tensions with China, sending the stock market reeling on Friday and scrambling the backdrop for the week ahead. The federal government shutdown is also dragging on. Here is an in-depth look at the three biggest things we’re watching over the next five…
The experts who follow these highfliers don’t expect the good times to roll on. This has been an outstanding year for more than a few technology stocks. Unfortunately, stocks that rise quickly tend to come back to earth just as quickly. Shares of Rigetti Computing (RGTI -6.65%) and Applied Digital (APLD 15.71%) have produced enormous…
This contrarian pick has richly rewarded shareholders over the years. If you could only own one stock — one stock to rule them all — what would it be? For many investors, the list of potential candidates might start with the “Magnificent Seven“: Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. In my opinion,…
The Vanguard Growth ETF and the Invesco QQQ Trust have been outpacing the S&P 500 for years. Megacap technology stocks have been leading the market higher, and the odds of that happening again next year are high. As such, the Vanguard Growth ETF (VUG -3.28%) and the Invesco QQQ Trust (QQQ -3.47%) are both well…
Computing capacity will be a huge growth driver over the next decade. Finding stocks that you can buy and hold over the next decade isn’t easy. If you rewind to 2015, some events like the COVID-19 pandemic or the exponential rise of artificial intelligence would have seemed very unlikely, but thinking about such potentials is…
This historically low-tech business is getting a digital upgrade. In 2018, tech giant Apple became the first U.S. company to reach a market capitalization of $1 trillion. Since then, it’s been joined by other companies such as Microsoft, Amazon, Alphabet, Meta Platforms, and Tesla. Of course, the list also includes the current market-cap leader, Nvidia….
The trade tensions between the United States and China have flared up once again, after a brief phase of calm, exposing how deep the divide and mistrust between the two giant economies still run.What began as a simmering disagreement over rare earth exports has now escalated into a full-blown confrontation, with both Washington and Beijing…