In the last quarter, Michael Burry shifted his investment strategy by exiting his positions against the S&P 500 and Nasdaq 100, only to initiate a new play targeting semiconductor stocks, as per his latest portfolio update released on Tuesday. During the second quarter, Burry’s Scion Asset Management had acquired bearish put options on the SPDR … Read more
In the fast-paced world of tech stocks, where hype and innovation drive investments, two giants, Nvidia (NVDA) and AMD (AMD), have been vying for the attention of investors. Both companies are well-known for their semiconductor products, but recently, the balance seems to be shifting in favor of AMD. In this article, we’ll explore why AMD … Read more
In 2023, the artificial intelligence (AI) boom has been nothing short of a gold rush for tech companies, with Nvidia emerging as the undisputed champion. With its shares surging over 200% year-to-date, Nvidia has outshone even the tech giants Amazon, Alphabet (Google’s parent company), and Microsoft, whose stocks have also seen significant gains. While stock … Read more
In the fast-paced world of technology investing, few companies have generated as much excitement and scrutiny as Nvidia. The company’s recent surge in growth and impressive profit margins have investors both thrilled and anxious, all while they contemplate whether Nvidia’s dominant position in artificial intelligence (AI) is sustainable. The future trajectory of Nvidia’s stock hinges … Read more
Semiconductor giant Nvidia recently reported impressive fiscal Q2 2024 earnings results that sent shockwaves through the investment world. With record-breaking revenues, soaring earnings per share, and a bullish outlook, Nvidia’s performance seemed to defy gravity. However, beneath the surface of these impressive figures, there are signs that the AI investment frenzy may be inflating a … Read more