NVDA earnings are out. Here's what we learned. Plus, uncertainty dinged one of the names in our core conviction portfolio last week. LikeFolio metrics confirm best of breed status. Here's what's driving the company's next phase of growth...
MEMBER EXCLUSIVE: Why Monday's semiconductor selloff was a major overreaction (and what it means for A.I. investors)
DeepSeek’s announcement sent shockwaves through the market, but Nvidia’s story is far from over. Here are 2 major opportunities for investors amid the volatility.
The new Trump adminstration ushered in a strong week for our portfolio, driven by lofty goals for AI investment and a loosening of regulations at large. Here's an overview of the biggest movers in our portfolio this week.
In 2001, Steve Jobs said, "Innovation distinguishes between a leader and a follower." This rings true today with Elon Musk and his strategic use of Nvidia (NVDA) AI chips.
