Active Insights
Active-management perspective, portfolio positioning, and manager commentary.
-
Forget Nvidia? Why Micron Just Became AI’s Hottest Stock
Congrats to Micron (MU). It just broke into the top-10 largest American stocks, which is a big deal in our Disruption Investing framework.
-
Why the Wealthy Never Invest Like Retail Investors
-
What a $13.7 Billion Hedge Fund Sees in the Future of AGI Infrastructure
-
Stocks Keep Climbing as Bond Yields Flash Fresh Inflation Risks
Yields climbed toward levels that have historically made investors nervous, yet stocks pressed on and continued to grind higher.
Stephen Kates -
Cerebras vs Nvidia: What Investors Are Missing in the AI Chip Race
AI chipmaker Cerebras Systems CBRS just IPO'd, and the questions are pouring in. Is this the next Nvidia NVDA? Should I buy it? What’s the play?
-
SpaceX Mania Meets a New Fed Chair: The Market Risks Investors Can’t Ignore
Make no mistake. The SpaceX IPO will be enormous, and the company is one of the most impressive of our generation.
Lance Roberts -
SpaceX Targets Up to $2 Trillion IPO Valuation With Starlink Driving Profit Surge
SpaceX filed its securities registration with the SEC and is now set to conduct its IPO on or around June 12th.
Michael P. Lebowitz -
Nvidia Keeps Beating Earnings — But Markets Want More This Time
The real question is whether NVIDIA can continue to justify the extraordinary expectations already embedded in its share price.
-
My #1 AI Investment for the Next 12 Months—and Why I’m Going All In
My #1 slam dunk AI trade over the next 12 months is… The companies who make the machines that produce chips.
Stephen McBride
