NVIDIA is the premier AI semiconductor holding, delivering superior risk-adjusted returns and a robust alpha that justifies its premium valuation. NVDA's dominance is underpinned by its high R-squared ...

Alphabet Inc. is poised for a strong Q4 2025, driven by robust cloud and advertising growth, supporting my reiterated buy rating. GOOG’s Q3 2025 saw Google Cloud revenue up 34% YoY and backlog surging ...

Sure, Oldsmobile made some bad cars. The last few years of that brand’s life, especially, were pretty rough. But even if its production cars were… let’s say, unfortunate, it always had interesting ...