Nvidia’s AI Opportunity Isn’t Being Priced In

Theres no denying it. The implosion of cryptocurrency and the revival of a mostly-left-for-dead Advanced Micro Devices (AMD) jointly pulled the rug out from underneath Nvidia (NVDA) shares, and to a lesser degree, Nvidias results. The bleeding seems to have s…
Read More

Slavery without the Muss

A couple of years ago, I took a business trip to Coronado, California — a wealthy suburb of San Diego isolated on the far side of the bay.  I’d never been to California.  Coronado was not covered in heroin needles and human feces as parts of San Francisco and…
Read More