Trading Tips Blog

Remember when everyone thought Nvidia had an unbreakable stranglehold on AI chips? Yeah, about that. Andrew Left, the short-seller who's made a career out of calling BS on overvalued companies, just dropped a bombshell: Amazon might be about to flip the entire semiconductor game on its head. Here's the setup: Amazon CEO Andy Jassy dropped his 2025 shareholder letter, and in it, he basically said, "Hey, we've been spending billions on AI infrastructure, and now we're about to show you ...
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Brown-Forman was the S&P 500’s top gainer on Thursday. Not because earnings beat estimates. Not because of some blockbuster product launch. Because someone else wants to buy it — and now there’s a second suitor in the room.The Wall Street Journal reported Thursday that Sazerac, the U.S.-based spirits company behind brands like Buffalo Trace and Fireball, has expressed interest in a deal with the maker of Jack Daniel’s. That report comes less than two weeks after Bloomberg first revealed that ...
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Everyone assumes AI chatbots are eating Google’s lunch. Ken Fisher apparently disagrees — to the tune of $11.93 billion.Fisher’s firm holds one of its largest positions in Alphabet (NASDAQ: GOOGL), ranking it 5th in his AI-focused portfolio. And the case for it isn’t built on blind faith in a legacy brand. It’s built on a number that doesn’t get nearly enough attention: $242.8 billion in remaining performance obligations (RPO) — signed contracts and subscriptions — up a staggering 55% quarter ...
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Everyone talks about Nvidia when AI chips come up. But there’s another player quietly locking up the biggest hyperscalers in the world — and billionaire Ken Fisher has $4.79 billion riding on it.Broadcom (NASDAQ: AVGO) has spent years building something Nvidia cannot easily replicate: custom, workload-specific silicon. While Nvidia’s GPUs dominate general-purpose AI training, Broadcom designs application-specific ASICs and XPUs that the biggest cloud companies prefer for large-scale inference tasks. The reason is simple math — Broadcom’s chips can cut ...
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Bitcoin just got a cold splash of reality. After riding high at $126,000 in early October—fueled by Trump-era crypto optimism—the digital asset has taken a nosedive, dropping nearly 25% and currently hovering around $92,600. Yeah, that's a gut punch for anyone who thought the party was just getting started. Here's what went sideways: The Federal Reserve decided to get hawkish, basically telling the market "don't expect rate cuts anytime soon." That's the opposite of what crypto bros were hoping for. When ...
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So the market's been doing that thing where it bounces hard on good news, and everyone suddenly forgets the last three weeks of pain. Classic move. We got a ceasefire rumor from Iran, oil prices dropped, and boom – the S&P 500 jumped 3.5% in two days. Feels good, right? Here's the thing though: we're still down 6% from January's peak. The Nasdaq's down 9%. And the S&P is still trading below its 200-day moving average – which, according to market ...
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Remember when everyone was worried Meta was falling behind in the AI race? Yeah, about that. The company just dropped Muse Spark, its latest large language model, and Wall Street analysts are basically throwing confetti. Here's the thing: Meta's been taking heat for delays and skepticism about whether they could actually compete with OpenAI and Google. But this week, they showed up early—literally ahead of schedule—with a model that doesn't just keep up with the competition, it actually outperforms them on ...
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Here's the thing about ceasefires—they're great until they're not. Yesterday's U.S./Iran deal looked like a win, but this morning's reality check? The Strait of Hormuz is still basically locked down, Iran's Parliament is already calling foul, and oil prices are climbing back up. So much for that "military triumph" narrative. But that's not even the worst part of today's news. The PCE inflation report just landed, and it's basically saying: "Yeah, inflation was already a problem before the war started." Core PCE ...
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