GM Pumps the Brakes on Cruise
General Motors' decision to integrate Cruise into its operations and pivot away from the development of Robotaxis could have significant implications for the company and competitors and collaborators like Lyft,…
General Motors' decision to integrate Cruise into its operations and pivot away from the development of Robotaxis could have significant implications for the company and competitors and collaborators like Lyft,…
The US and, indeed, the global semiconductor industry is undergoing a massive build-out of new productive capacity. One of the key players in producing the machinery that makes semiconductors is…
Mike & I are value investors. We like stocks growing fast with moderate PEs and mature companies trading at low PE. We have been watching ATT for some time now…
AI needs data centers and GPU-driven servers. One of the premier server makers is Hewlett Packard Enterprises. They compete with SuperMicrocomputer and Dell. This article is for paid members -…
Homebuilder Toll Brothers Inc. reports earnings tomorrow, Monday, December 9th, after the close. Lennar will report on Wednesday, December 18th, after the close. Since the beginning of Q4 2024, the…
It should be no secret to our regular readers that we like grocery store stocks. Food is the ultimate consumer staple, so it has steady revenue. Their inventory turns over…
The economy is having its issues. If you listened to the press, one might think it is a disaster. But it is not. At the same time, those who think…
On October 24th, we suggested that Lululemon was a favorable alternative to Nike, given its low valuation and better revenue trajectory. Since that time, Lulu has materially outperformed. Lulu shares…
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…