Nvidia stock, Intel stock, AMD stock, and Broadcom stock were all rising after TSMC’s better-than-expected earnings report.
Investors should hope for a “miss” today, as they will have a chance to buy NVDA stock at a relative discount. This stock has not yet finished its long journey higher. On the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the secur...
However, The Street did raise concerns over what it claimed was a lack of margin safety in Nvidia stock, which it said left little room for error – putting pressure on the company to continue to beat analyst expectations to maintain its leading position in the market and its high stock ...
The other thing that is going on in the supply chains is a lot of double ordering or hoarding, or “I’m going to just build a little more safety stock inventory.” Now, nobody wants to admit that they’re doing that because it’s kind of antisocial to do that right now. Bu...
So where did Jobs get this “founders courage” and what is it? In addition to general brilliance, we see three key ingredients to being a great innovator: 1. Comprehensive knowledge 2. Moral authority 3. Total commitment to the long-term Great founding CEOs tend to have all three and pro...
Will they? I don't know, but Microchip trades at 7.5-times sales and 25-times forward earnings. I don't see why the fact that they lose share in this product or that or grow slower than the market makes the stock expensive at its current value. "How much lower does he think it ...
Further, if we DID make this a straight up supply and demand market for healthcare, there are plenty of docs who would just make MORE… People want the BEST when it comes to their healthcare, even if they can’t afford it. Moving to that system would just create immense disparity in ...
This yields a production function of the form y = k1−ϕyαT y1N−α (1) where yT and yN represent the quantities of tradable and non-tradable goods used in the production of the final good y, k is the capital stock which is exogenous to each final good producer, and α is ...