One of the first lessons taught in business is diversification. Spread your risk around so you don’t blow up on a single idea. The gaming industry is no exception. Game developer Take Two Interactive and big tech Microsoft are in acquisition mode in the gaming space. Indeed, there is massive interest in the future of […]
Technology stocks rocket higher once again. But, is there room to run higher? Savvy investors have been riding the technology trade since the Tech Bubble. Fortunately, the technology bull run is just getting started. As a matter of fact, the digital transformation that’s sweeping the globe is just the beginning. Ironically, it was a global […]
Reversal of February’s sector rotation trade heats up. Back in March of this year I highlighted the sector rotation trade unfolding in the equity markets. Of course, now the reverse is happening. Regardless, spotting sector rotation trades is an easy way to make money buying stocks. Although this may be true, spotting sector rotations early […]
Congress is scared stiff of China’s growing technological power. Indeed, this week Congress dropped the gloves so to speak. In fact, the Senate passed the U.S. Innovation and Competition Act. A massive bill pouring $200 billion plus on China’s ambition to dominate new technologies. Ultimately, the goal is to blunt China’s influence over 5G, quantum […]
If you understand how money works, then it’s no surprise that big tech stocks keep moving higher. With attention to earnings it’s clear that Apple and Facebook might have a problem. To put it another way, they have to figure out what to do with all this money. Seriously, Apple’s market cap is $2.24 trillion […]
The Trade Desk (TTD) stock has finally served up a rare buying opportunity. To recap, The Trade Desk is a cutting edge programmatic digital ad placement platform. Simply put, they offer a digital ad auction house. Much like a stock exchange, but for advertising space. Better yet, they offer digital ad space not owned by […]
Just a quick note to highlight the sector rotation picking up speed as markets trade today. Being able to spot sector rotation trades is a good way to make money buying stocks. In light of the rally in treasury yields, technology stocks have succumb to heavy selling today. Also, stock eft SPY (spy – nyse) […]
Salesforce.com stock plunges as traders aim to takeout stop loss orders. That is to say Wall Street traders a likely targeting the stop hunting zone identified below. Back on January 6, 2021 I posted an article about the stop hunting zone on Salesforce.com stock chart. Surprisingly, CRM managed to stage a rally to $250, but […]
Schrodinger stock continues to fly under the radar despite their game changing technology. For years pharmaceutical companies have struggled to develop new drugs. For one thing it takes a long time to bring a drug to market and it’s expensive. Schrödinger solves this problem by using artificial intelligence and machine learning to: Accelerate drug development, […]
The secret to success is innovation and ttd stock (TTD – NASDAQ) dominates the market for ad spending in a special way. Better yet, competitors are way behind and are playing catch up. Not surprisingly, advertising around digital content became dominated by Facebook and Alphabet ( aka. Google). Yet, outside of those platforms a giant […]
