Bill Ackman compares Yale to Hamas — calling Ivy League ‘potentially even more dangerous’November 13, 2024
Nvidia, Mag 7 Flash Warning Signs For Stocks Tech October 10, 2024 The Fed surprised the market with an aggressive 50 bps cut recently, which has pushed the S&P 500 back to…
It’s Not Because Of Blackwell Tech August 29, 2024 Our firm extrapolated supply chain data to conclude that Blackwell is in production at TSM and SMCI last week in…
Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings Tech August 22, 2024 Bulletproof Nvidia showed an unusual bout of weakness this past month following a report from The Information that Nvidia’s new…