Buffett Would Love This Moat, Freeport’s Hidden Growth Engine
In the short run, tariff headlines can turn Mr. Market into a nervous wreck. In the long run, owners do fine by owning scarce, low-cost assets run by rational people. Freeport-McMoRan fits that bill.
U.S. copper prices sold off after Washington excluded refined copper from its new 50% tariffs and instead targeted semi-finished products like wire,
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Trade Like a Billionaire
Few traders in history have the capacity to seamlessly transition across asset classes, zooming out to see the big macro picture and in to see the minutia of a company’s 10Q but Stan Druckenmiller ranks as one of the few who have succeeded in so doing.
Stan’s thesis has been that the Fed is really in a bind,
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Is This Quantum Stock Set To Keep Soaring?
Following comments by NVIDIA CEO Jensen Huang about the probable timeline for practical quantum computing, quantum startups have had a rocky start to 2025.
Huang, himself an expert in cutting-edge computing technologies, said he believed that it could take about 20 years for quantum computers to become a useful technology.
While the comment attracted criticism from some technologists and quantum bulls,
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1 Cash Cow ETF That Beat The Market
There’s a reason even Warren Buffett advocates his heirs to buy an exchange-traded fund over Berkshire Hathaway when he passes on. They are low-cost, tax-efficient, and, for the most part, transparent.
But not all ETFs are built the same, and the Pacer US Cash Cows 100 ETF has some features that will be highly attractive to some investors.
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Could Peloton Stock Deliver a 3-Bagger Comeback?
Remember when Peloton (NASDAQ: PTON) was the crown jewel of lockdown-era stocks? In early 2021, shares soared above $160, but today, it’s trading below $7.
The plunge may be the death knell for most stocks but here’s what might surprise most investors, beneath the wreckage, there are signs of a quiet but serious transformation.
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Read MoreThe Burst
AppLovin’s Rally Hits a Rough Patch
After an extraordinary run that sent shares soaring nearly 300% over the past year, AppLovin suddenly lost momentum in early October. The sell-off came as a shock to investors who had watched the ad-tech company become one of Wall Street’s brightest stars.
The trigger was a Bloomberg report revealing that the SEC had opened an investigation into AppLovin’s data-collection practices.
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Read MoreThe Ivy
Nvidia’s Next Leg of Growth Could Be Massive
Over the past three years, demand for Nvidia’s GPUs has ballooned so fast that the company has entered a rare feedback loop. Every architecture upgrade sparks a new wave of orders from hyperscalers, which funds even faster improvement, which attracts even more demand. How long can this last?
If Jensen Huang is right,
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Read MoreThe Daily
Where Will Broadcom (AVGO) Stock Be in 5 Years?
Sometimes in discussions about artificial intelligence (AI) hardware providers, Broadcom (NASDAQ:AVGO) gets left out of the conversation. Yet, it’s a mistake for technology investors to overlook Broadcom and AVGO stock.
Along with the potential for a Broadcom stock split, there may be a value proposition for investors here.
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