Investing & Markets
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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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Buy SK Hynix or Micron Technology? SK Hynix, the second largest DRAM and high-performance memory (HPM) maker based in South Korea is listing it’s shares on the NASDAQ today priced at $149 per share. Providing investors an opportunity to own shares more easily with greater liquidity. Micron Technology, the third largest HPM manufacturer currently leads…
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The human and economic impact of U.S. attack on Iran cannot be understated. The ensuing ripples to the global economy cannot be ignored. The Strait of Hormuz is not just an oil artery but a global switch board. As we now enter mid-March, the prospect of a few weeks of “surgical strikes” has evaporated. If…