Nvidia and AMD reveal huge investments in SpaceX
PremiumBreaking·SPCX·1w ago·1 min read
BreakingPremiumSPCX
Nvidia and AMD reveal huge investments in SpaceX
1w ago · 1 min
AMD: an interesting stock to follow
PremiumOn Our Radar·AMD·6mo ago·1 min read
On Our RadarPremiumAMD
AMD: an interesting stock to follow
6mo ago · 1 min
AMD: ambitious growth targets and rating upgrades
PremiumAnalysts·9mo ago·1 min read
AnalystsPremium
AMD: ambitious growth targets and rating upgrades
9mo ago · 1 min
AMD soars: performance updates and analyst recommendations
PremiumAnalysts·AMD·9mo ago·1 min read
AnalystsPremiumAMD
AMD soars: performance updates and analyst recommendations
9mo ago · 1 min
Bloomberg warns: an inflating bubble in OpenAI? The connection with Nvidia and AMD
Market Overview·10mo ago·1 min read
Market Overview
Bloomberg warns: an inflating bubble in OpenAI? The connection with Nvidia and AMD
10mo ago · 1 min
AMD: wave of buy recommendations and rating upgrades
PremiumAnalysts·AMD·10mo ago·1 min read
AnalystsPremiumAMD
AMD: wave of buy recommendations and rating upgrades
10mo ago · 1 min
OpenAI and AMD close one of the largest deals in AI history
Breaking·AMD·10mo ago·1 min read
BreakingAMD
OpenAI and AMD close one of the largest deals in AI history
10mo ago · 1 min
Eyes on AMD
PremiumAnalysts·AMD·1y ago·1 min read
AnalystsPremiumAMD
Eyes on AMD
1y ago · 1 min
What does an AMD SVP know that we don't?
PremiumInsiders·AMD·1y ago·1 min read
InsidersPremiumAMD
What does an AMD SVP know that we don't?
1y ago · 1 min
AMD
PremiumOn Our Radar·1y ago·1 min read
On Our RadarPremium
AMD
1y ago · 1 min
AMD: strong fundamentals versus zero return
PremiumDeepdives·1y ago·1 min read
DeepdivesPremium
AMD: strong fundamentals versus zero return
1y ago · 1 min
AMD: unusual options activity
Option Whales·AMD·4y ago·1 min read
Option WhalesAMD
AMD: unusual options activity
4y ago · 1 min
The week that could dictate August's direction
PremiumMarket Overview·PLTR·3w ago·2 min read
Market OverviewPremiumPLTR
The week that could dictate August's direction
3w ago · 2 min
Stocks that plunged by tens of percent
Breaking·AAOI·1mo ago·1 min read
BreakingAAOI
Stocks that plunged by tens of percent
1mo ago · 1 min
Meta, cloud, and chips: an in-depth analysis
PremiumDeepdives·GOOGL·1mo ago·5 min read
DeepdivesPremiumGOOGL
Meta, cloud, and chips: an in-depth analysis
1mo ago · 5 min
Nvidia and Microsoft shake up the laptop market
Deepdives·NVDA·2mo ago·3 min read
DeepdivesNVDA
Nvidia and Microsoft shake up the laptop market
2mo ago · 3 min
Evercore model: AI token consumption will explode demand for infrastructure
Deepdives·NVDA·3mo ago·3 min read
DeepdivesNVDA
Evercore model: AI token consumption will explode demand for infrastructure
3mo ago · 3 min
Leopold Aschenbrenner's F13 report: what he bought and sold?
Insiders·TE·3mo ago·3 min read
InsidersTE
Leopold Aschenbrenner's F13 report: what he bought and sold?
3mo ago · 3 min
Strategic change in Penguin Solutions management?
PremiumDeepdives·PENG·3mo ago·3 min read
DeepdivesPremiumPENG
Strategic change in Penguin Solutions management?
3mo ago · 3 min
Forecast for large companies' investments for 2026: increase to $700 billion
PremiumMarket Overview·AMD·3mo ago·1 min read
Market OverviewPremiumAMD
Forecast for large companies' investments for 2026: increase to $700 billion
3mo ago · 1 min
Has the CPU become the real bottleneck of the artificial intelligence revolution?
Deepdives·AMD·3mo ago·2 min read
DeepdivesAMD
Has the CPU become the real bottleneck of the artificial intelligence revolution?
3mo ago · 2 min
The comeback of the dinosaurs: the battle of minds in the chip world
Deepdives·AMD·4mo ago·5 min read
DeepdivesAMD
The comeback of the dinosaurs: the battle of minds in the chip world
4mo ago · 5 min
CES 2026: full schedule, announcements, and impact on stocks
Market Overview·NVDA·7mo ago·4 min read
Market OverviewNVDA
CES 2026: full schedule, announcements, and impact on stocks
7mo ago · 4 min
Intel: the elephant in the room and the path to a comeback in 2026
PremiumDeepdives·INTC·8mo ago·2 min read
DeepdivesPremiumINTC
Intel: the elephant in the room and the path to a comeback in 2026
8mo ago · 2 min
Trump confirms: Nvidia can sell H200 chips to China
Breaking·NVDA·8mo ago·1 min read
BreakingNVDA
Trump confirms: Nvidia can sell H200 chips to China
8mo ago · 1 min
AI's Manhattan Project: 'Genesis Mission' and its market impact
Market Overview·PLTR·9mo ago·4 min read
Market OverviewPLTR
AI's Manhattan Project: 'Genesis Mission' and its market impact
9mo ago · 4 min
Lisa Su's growth revolution - the path to a trillion-dollar computing world
Deepdives·AMD·9mo ago·4 min read
DeepdivesAMD
Lisa Su's growth revolution - the path to a trillion-dollar computing world
9mo ago · 4 min
Saudi Arabia's digital revolution
Deepdives·NVDA·10mo ago·5 min read
DeepdivesNVDA
Saudi Arabia's digital revolution
10mo ago · 5 min
A short lesson in the world of chips
PremiumDeepdives·1y ago·1 min read
DeepdivesPremium
A short lesson in the world of chips
1y ago · 1 min
Jefferson Shreve's capital movements – April 2025
Politicians·AAPL·1y ago·4 min read
PoliticiansAAPL
Jefferson Shreve's capital movements – April 2025
1y ago · 4 min
Weekly review: earnings, interest rates, and preparation for the coming week
PremiumMarket Overview·PLTR·1y ago·1 min read
Market OverviewPremiumPLTR
Weekly review: earnings, interest rates, and preparation for the coming week
1y ago · 1 min
The chips that run the world
PremiumDeepdives·NVDA·1y ago·4 min read
DeepdivesPremiumNVDA
The chips that run the world
1y ago · 4 min
Cathie Wood: recent buys and sells in ARK funds
On Our Radar·PLTR·1y ago·1 min read
On Our RadarPLTR
Cathie Wood: recent buys and sells in ARK funds
1y ago · 1 min
Stocks far from their peak: has the train left the station?
On Our Radar·CELH·1y ago·2 min read
On Our RadarCELH
Stocks far from their peak: has the train left the station?
1y ago · 2 min
He entered strong, and his choice is not accidental?
PremiumPoliticians·TTD·1y ago·1 min read
PoliticiansPremiumTTD
He entered strong, and his choice is not accidental?
1y ago · 1 min
Declines from the peak - technology giants
Market Overview·AMD·1y ago·1 min read
Market OverviewAMD
Declines from the peak - technology giants
1y ago · 1 min
Morning update - dramatic day in global markets
Breaking·HOOD·1y ago·2 min read
BreakingHOOD
Morning update - dramatic day in global markets
1y ago · 2 min
Surprising move in management
PremiumInsiders·AMD·1y ago·1 min read
InsidersPremiumAMD
Surprising move in management
1y ago · 1 min