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December 15, 2022 – (HZNP), (ATVI), Updates

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December 8, 2022 – Updates (AJRD), (TRQ), (TSEM), (ATVI)

Today’s a big day for Microsoft’s takeover of Activision. The FTC will vote on the deal. So I wanted to get this out early. More on that below.
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November 10, 2022 – Activision Blizzard (SYM: ATVI)

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September 29, 2022 – Activision Blizzard (SYM: ATVI) & Tower Semiconductor (SYM: TSEM)

This bear market has brought some all-cash takeovers in the model portfolio down to laughable levels. Stocks like Spirit Airlines, Turquoise Hill and Silicon Motion come to mind.
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August 11, 2022 – Activision Blizzard (SYM: ATVI) & Updates

Biotech takeovers are starting to heat up again.
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July 7, 2022 – Activision Blizzard (SYM: ATVI)

Today we have an opportunity to skim as much as $5,250 off a deal. It’s such an attractive deal, that Warren Buffett just bought 8.3% of the company. It’s why I’m bringing to you again.
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May 19, 2022 – BHVN

Last Tuesday, Pfizer bought Biohaven (SYM: BHVN) in an $11.6 billion deal.
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May 4, 2022 – ATVI

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March 31, 2022 – ATVI (Update VNE)

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January 19, 2022 – ATVI

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In this video, we'll explore the recent turbulence affecting small-cap stocks, particularly in the biotech sector. Dylan will share essential strategies to maintain your composure amidst market chaos. Drawing from his early experiences on Wall Street and advice from mentors, Dylan explains why it's crucial not to "pee on the rug at the first sound of thunder." You'll learn about the importance of investing in solid businesses and not panicking at the first sign of trouble. If you're feeling uncertain about your investments, this video provides practical advice and encouragement. Please hit like, subscribe, and share if you find these insights helpful. Remember to stay calm and resilient, because steady wins the race! ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkVoQ09KWVBnT3lB

Handling Market Dips: A Little Advice from a Wall Street Insider

In this video, we dive deep into the current geopolitical tensions involving the United States, Israel, and Iran. Our video dissects the possible repercussions of an escalated conflict in the Middle East and why it might be a catastrophic mistake for the U.S. to engage in a war that doesn't align with national security priorities. We explore the historical context of the shadow war between Israel and Iran, and the implications of Israel's recent actions that indirectly involved Iranian territory. This includes the strike on an Iranian consulate, a move that escalated tensions but was met with a measured response from Iran, indicating a possible avoidance of further escalation. Additionally, the video sheds light on the broader implications for U.S. foreign policy, emphasizing the importance of focusing on domestic priorities and strategic international investments, like supporting Ukraine and monitoring developments in Taiwan due to its significance in semiconductor production. Join us as we unravel the complexities of these interactions, the potential mistakes in escalating conflicts, and the strategic choices the U.S. might consider to maintain global stability while securing its interests. Your thoughts and opinions are invaluable—share them in the comments below and let's discuss what the future should hold for U.S. involvement in Middle East affairs. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkxROHJOTHBIX2t3

Israel vs. Iran: The Mistake That Could Drag the U.S. into War

In today’s video, we delve deep into the often overlooked geopolitical risks associated with our global dependency on artificial intelligence (AI) technologies. While AI continues to shape the future in extraordinary ways, there's a critical factor that might disrupt this progress: the semiconductor supply chain. Most of the world's advanced semiconductors, crucial for everything from mobile phones to AI systems, are manufactured in Taiwan by Taiwan Semiconductor Manufacturing Company (TSMC). However, with rising tensions in the region and China's increasing assertiveness towards Taiwan, the stability of this supply chain is under significant threat. In the past month alone, major companies like Samsung, TSMC, and Intel have received substantial funding from the U.S. government, aimed at boosting semiconductor production within the United States. This strategic move highlights a growing awareness of the risks posed by potential conflicts in Taiwan—a scenario that could have profound impacts on global technology supply chains. Join us as we analyze these complex dynamics, including the strategic moves by global and national powers to secure semiconductor production, and discuss the potential implications on AI development and broader technological advancements. We'll also offer insights into the actions companies and governments are taking to mitigate these risks. Don't forget to like, subscribe, and click the bell icon to stay updated on our latest content, where we continue to uncover the critical intersections between technology and geopolitics. Share your thoughts in the comments below: How do you think these developments will affect the future of technology and global stability? ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkxzZ0ZxaUhtYVpJ

The Looming Threat to Nvidia and AI

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December 15, 2022 – (HZNP), (ATVI), Updates

Learn More

December 8, 2022 – Updates (AJRD), (TRQ), (TSEM), (ATVI)

Today’s a big day for Microsoft’s takeover of Activision. The FTC will vote on the deal. So I wanted to get this out early. More on that below.
Learn More

November 10, 2022 – Activision Blizzard (SYM: ATVI)

Learn More

September 29, 2022 – Activision Blizzard (SYM: ATVI) & Tower Semiconductor (SYM: TSEM)

This bear market has brought some all-cash takeovers in the model portfolio down to laughable levels. Stocks like Spirit Airlines, Turquoise Hill and Silicon Motion come to mind.
Learn More

August 11, 2022 – Activision Blizzard (SYM: ATVI) & Updates

Biotech takeovers are starting to heat up again.
Learn More

July 7, 2022 – Activision Blizzard (SYM: ATVI)

Today we have an opportunity to skim as much as $5,250 off a deal. It’s such an attractive deal, that Warren Buffett just bought 8.3% of the company. It’s why I’m bringing to you again.
Learn More

May 19, 2022 – BHVN

Last Tuesday, Pfizer bought Biohaven (SYM: BHVN) in an $11.6 billion deal.
Learn More

May 4, 2022 – ATVI

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March 31, 2022 – ATVI (Update VNE)

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January 19, 2022 – ATVI

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