The U.S. government could soon put restrictions on chip companies that sell to China—including Nvidia... Why China is no longer the world’s greatest growth engine... And how to score a one-on-one interview with Frank.
NVDA's blowout earnings—and what Frank got wrong about the stock... China's powerplay with Micron... A recap of Bitcoin 2023... And how U.S. politics are killing crypto. Plus, this oil stock is a fantastic bargain after falling 50%.
Semiconductor giant Intel (INTC) cut its dividend. Now, one of the biggest reasons to own the stock is gone. Is it set to suffer the typical fate of dividend-cutters... and enter a long period of decline from here?
Why BlackRock's announcement is huge for crypto... Why you need exposure to this space—even in this bear market... And when to expect crypto regulations. Plus, one semiconductor giant’s dire warning... And 2 stocks for the end of summer.
Why one retailer continues to shine despite 40-year-high inflation and rising interest rates... What a power management firm’s earnings say about a global recession... and the semiconductor company crushing Intel.
The liquidation of Three Arrows Capital... Michael Saylor's flawed Bitcoin strategy… Morgan Stanley's ridiculous call on Carnival... What Intel's recent price tells us about the markets... And an important lesson from previous bear markets.
Luke shares the 2 sectors he’s betting will succeed in 2022—and his favorite ways to play them. Plus, he reviews his predictions for 2021—and how his suggested picks for the year fared…
Earnings season gives us the perfect opportunity to revisit an investment thesis. Luke takes a fresh look at the semiconductor space... and finds two new buy signals pointing to higher prices.
Luke Downey explains why Big Money buying of semiconductor stocks just hit a 5-year high… and his favorite way to take advantage of this trend today.
