ozgurdonmaz Apple’s (NASDAQ:AAPL) entrance into the generative AI field made the market excited about the company’s future, as the business’s[...]
domin_domin/iStock via Getty Images Once again, I’m feeling like a mosquito in a nudist colony… where do I begin? There’s[...]
Torsten Asmus/iStock via Getty Images In the first five months of 2024, Fundamental Value returned -10.9% net of fees, significantly[...]
Georgijevic Artificial intelligence has never been far from the center of debate about what is driving the stock market in[...]
JHVEPhoto Investment Thesis We already know memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is benefiting from the AI enterprise wave.[...]
hapabapa I last covered Apple (NASDAQ:AAPL) in December 2023; I put out a Hold rating at the time, and since[...]
quantic69/iStock via Getty Images Investment Thesis I last wrote on GlobalFoundries Inc. (NASDAQ:GFS) with a neutral rating ahead of their[...]
Fly_dragonfly This article is part of a series that provides an ongoing analysis of the changes made to Coatue Management’s[...]
FlashMovie/iStock via Getty Images DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at,[...]
Hiroshi Watanabe While the stock market was hyped about the AI portion of the annual WWDC, Apple (NASDAQ:AAPL) failed to[...]