Trading Tips Blog

Remember when your friend spent their entire paycheck on a fancy espresso machine, and you wondered if they'd lost their mind? Well, that's basically what happened to Big Tech last week, except instead of a $500 coffee maker, we're talking about $950 billion in market value going poof. Here's the tea: Google and Amazon decided to flex their spending muscles in ways that made Wall Street clutch its pearls. Google announced they're cranking up their capital spending from $91 billion to ...
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So OpenAI is apparently about to raise another mountain of cash – we're talking $50 billion from Middle Eastern sovereign wealth funds, because nothing says "artificial intelligence revolution" like oil money, right? Here's the thing though: while Sam Altman and crew are out there collecting checks like they're running a very expensive lemonade stand, some actual public companies might actually benefit from all this hype. DA Davidson just dropped a note saying four stocks could ride this wave, and honestly, it's ...
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Remember when your friend told you about that "sure thing" crypto investment that went to the moon? Well, Applied Digital (APLD) just pulled off something similar – except this time it's with AI data centers, and the numbers are absolutely bonkers. We're talking about a stock that went from around $3.31 to $35 per share. That's a 955% gain, folks. To put that in perspective, if you'd thrown $1,000 at this thing at the bottom, you'd be sitting on over $10,000 ...
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So here we are, three years deep into what might be the most stubborn bull market in recent memory. While everyone was busy arguing whether we'd crash and burn in early 2025, the market basically shrugged and said "hold my beer." The numbers don't lie: the S&P 500 is sitting pretty at around 6,932 (up 18% this year), the Nasdaq jumped 22.3%, and even the old-school Dow managed a respectable 14.5% gain. Not too shabby for a market that supposedly had ...
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So OpenAI is back at it again, hat in hand, asking for another massive pile of cash. This time they're reportedly eyeing a cool $50 billion from Middle Eastern sovereign wealth funds. Because apparently burning through billions while promising the world AGI wasn't expensive enough the first time around. But here's the thing – and this might actually matter for your portfolio – DA Davidson thinks this latest funding circus could be great news for four specific stocks. Yeah, the same ...
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Remember when everyone was obsessed with finding the next iPhone supplier? Yeah, that didn't end well for most of them. Back in the mid-2010s, Wall Street went absolutely bonkers every time a company got picked to make some tiny component for Apple. Skyworks, Cirrus Logic, Universal Display – these stocks would rocket double-digits on a single analyst note. But here's the kicker: Apple was actually a terrible customer. They demanded rock-bottom prices and perfection, making it nearly impossible for these hardware ...
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Remember when everyone was losing their minds trying to find the next iPhone supplier? Yeah, that didn't end well for most people. Back in the 2010s, Wall Street went absolutely bonkers every time Apple picked a new component maker. Skyworks, Cirrus Logic, Universal Display – these companies would rocket up double digits on a single rumor that Tim Cook's team had blessed them with a contract. Plot twist: Apple turned out to be a terrible customer. They demanded Ferrari quality at Honda ...
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Well, well, well. Looks like China just sent a memo to its banks that basically says "Hey, maybe don't put all your eggs in the Uncle Sam basket." According to Bloomberg, Chinese regulators are telling their banks to pump the brakes on buying US Treasury bonds. And honestly? The markets are reacting like someone just announced they're switching from coffee to decaf. Here's the tea: Chinese authorities are citing "concentration risk" and "volatility" as their reasons for this financial diet. Translation? ...
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