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Daily insights and market commentary from Dylan Jovine
Dear Reader, Good morning, Happy Friday! Today I’d like to talk about Nvidia’s earnings : Nvidia CEO Jensen Huang came out and rejected and destroyed any talk of an AI bubble… Basically a smackdown...
Dear Reader, Good morning, Today I’d like to talk about where we are with the AI bubble : We’ve seen the market sell off a bit lately and valuations, what things are worth, are a big deal for us. I...
Dear Reader, Good morning, Today I want to talk about biotech : Last week, Eli Lilly crossed $1,000 a share - the highest it’s ever been. And it did so on the strength of its GLP-1 weight loss drugs....
Dear Reader, Good morning, Today I want to talk about Buffett’s/Berkshire Hathaway’s $5 billion investment in Alphabet stock (SYM: GOOG). We know Warren Buffett is retiring at the end of this year,...
Dear Reader, Good morning, Today I want to talk about the market selloff we saw last week, especially in big tech. We saw risk-off mode. Meta broke below $600 a share - I love Meta below $600 a...
Dear Reader, Happy Friday! TGIF! No more basketball for us. We got our butts kicked last week. You win some, you learn some. Anyway, today I’d like to talk about one of the most under-reported...
Dear Reader, Today I want to talk about a key driver behind the AI revolution , that’s really kind of underappreciated in the market (read: opportunity). The buildout of AI data centers is triggering...
Dear Reader, Good morning! First, to our readers who are veterans, on this Veterans Day I would like to thank you for your service. We are grateful for your sacrifice and dedication to our country...
Dear Reader, Good morning! Happy Monday. Today I’d like to talk about Elon Musk’s pay package. Elon Musk will be the first human in history to get a $1 trillion compensation package. Shareholders...
Dear Reader, Happy Friday! My son’s basketball team has made it to the playoffs, so we have a big game tomorrow at 10am. There’s a lot of excitement in our house! And this week we have our Ohio team...
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With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.
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