Yahoo Finance

Taiwan Semiconductor: It's not just a pure-AI play

Taiwan Semiconductor $TSM has been swept up by the AI hype wave, but I fully believe that if you are buying this name, you shouldn't worry about the AI hype fading, as this is one to essentially buy-and-hold… Show More

FICO’s 15% Crash: Why the FHFA "Panic" is a Gift for Long-Term Math

If you followed my deep dive on April 18, you know I rated Fair Isaac Corporation $FICO a Buy even when it was at $1,069. Now, with the stock reeling 15% following the FHFA/HUD announcement… Show More

Micron (MU): High AI Demand, Company Guidance Boost Shares

Micron $MU is navigating the AI growth wave well by meeting demand and showing strong financial performance.

Advanced memory is at a premium right now for AI servers, smartphones, cloud computing,… Show More

$4.7 Trillion on the Sidelines: The Massive "Cash Wall" Waiting to Fuel the Next Multi-Year Bull Run

If you look at this Goldman Sachs chart, there is a specific detail that most people miss: why every line starts at exactly $0 in 2019. This is a Cumulative… Show More

SK Telecom ( $SKM ): A Telco with Massive AI Catalysts

SK Telecom (NYSE: SKM) is a diversified South Korean MNO (mobile network operator) telecom business with recent expansion into higher growth fields such as enterprise AI solutions, internet, and data… Show More

NVIDIA (NVDA): Institutions Buying Big

NVIDIA Corporation $NVDA keeps growing sales, staying at the forefront of the world’s technology waves. No wonder Big Money institutional investors are pouncing.

NVIDIA’s products continue to be at the forefront of… Show More

Tesla still looks wildly overvalued

Tesla $TSLA still trades as if growth, margin recovery and optionality can all arrive with little friction. I think that view misses the weight of dilution, overstates how much better mix can do for profits and barely… Show More

Market Volatility vs. Geopolitical Noise: Why Time is the Ultimate Arbitrage

Looking at the recent history of the S&P 500 through the lens of geopolitical shocks; from the Pearl Harbor attack in 1941 to the more recent events in early 2026, one pattern… Show More

$ASTS: Bear Case $30. Bull Case $200. The Next 60 Days are HUGE.

Bulls have the SHIELD contract, $1B+ committed revenue, and 45-60 satellites deploying on schedule — bears see 2,000x sales with SpaceX, Amazon, and Blue Origin all closing in.

AT&T just… Show More