Trading Tips Blog

For three years, Nvidia has owned the AI chip market like a landlord who never gets a complaint. Roughly 90% market share. Zero serious competition. A $4.5 trillion market cap built on GPUs that every tech giant needs and nobody else makes well enough. Then Arista Networks CEO Jayshree Ullal dropped a number on her earnings call Thursday night that should make Nvidia investors pause. "A year ago, it was pretty much 99% Nvidia," Ullal said, referring to the accelerator chips ...
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Want to invest in Anthropic, the company behind Claude? You can't buy shares directly — it's private, valued at $380 billion after a jaw-dropping $30 billion funding round last week. But there's a backdoor, and it's one of the weirdest trades on Wall Street right now. SK Telecom (SKM), a South Korean telecom company, holds a stake in Anthropic that has essentially transformed it into an AI stock. Its ADR is up 57% year-to-date — not because its phone business is ...
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Wall Street has a new nickname for Trump's trade policy: TACO. It stands for "Trump Always Chickens Out." And on Friday, steel and aluminum stocks got absolutely hammered because of it. The Financial Times reported that the Trump administration is preparing to roll back some of the tariffs — up to 50% — that the president slapped on steel and aluminum imports last summer. Commerce Department and USTR officials reportedly believe the tariffs are hurting consumers by driving up prices on ...
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Remember when everyone was obsessed with finding gold in their backyard? Well, plot twist: the real treasure might be sitting in your electrical wiring. Copper is about to have its main character moment, and honestly, it's about time. Here's the deal: We're staring down a massive copper shortage that makes toilet paper hoarding look quaint. By 2040, the world will need 42 million metric tons of this shiny stuff, but we'll only be pumping out 33 million tons by 2030. That's ...
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When the federal government decides to become one of your biggest customers, pay attention. That's exactly what happened when President Trump signed off on "Project Vault" — a $12 billion initiative to build a U.S. critical mineral reserve. Think of it as a Strategic Petroleum Reserve, but for the obscure elements that power everything from AI data centers to F-35 fighter jets. The numbers tell you why this matters. China currently controls roughly 70% of global rare earth mining and a ...
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You cannot make this up. A tiny company called Algorhythm Holdings — ticker RIME, formerly in the karaoke business — claimed its AI technology could supercharge freight broker productivity. The result? C.H. Robinson (CHRW) cratered as much as 24% intraday on Thursday, Landstar System dropped over 14%, and the Dow Jones Transportation Average slid 4% — one day after hitting an all-time record. The panic logic goes like this: if AI can match shippers with trucks automatically, what do you need ...
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Rivian just did something most EV startups never manage: it gave Wall Street a reason to believe. Shares of RIVN exploded more than 20% after the company posted Q4 results that beat on both the top and bottom lines — then dropped guidance that had bulls pounding the table. Revenue came in at $1.29 billion versus the $1.26 billion expected. Adjusted losses were 54 cents per share, handily beating the 68-cent loss analysts had penciled in. But it was the 2026 ...
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So Trump decided to wake up Saturday morning and choose violence—economic violence, that is. He slapped 25% tariffs on Canada and Mexico, plus an extra 10% on China, because apparently free trade with our neighbors was getting too boring. The markets? They absolutely lost their minds Monday morning. The Dow dropped 600+ points faster than your portfolio during a crypto crash. The Nasdaq fell nearly 2%. It was like watching everyone realize they'd been trading on easy mode this whole time. Here's ...
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