The LENS Index Just Added Three Names. None of Them Are Chips.
Three signals. One portfolio entry and two Watch List additions. That is what happened inside the LENS Index this week, and each one deserves a proper explanation. The short version first. The AI…
Read the full articleYou might also wanna read
Do Semiconductor-Manufacturers' Stocks Really Mean that the Economic Future Is that Bright for Investment & Hence for Employment? Or Is It, This Time, Really, different? CHART OF THE DAY
openai + anthropic + spacex/tesla/xitter is going to be the biggest pile of dogshit wrapped in bullshit in history Do Semiconductor-Manufact
Is the S&P 500 still diversified? Three advisors on the AI concentration problem
With the top 10 stocks now at 43% of the index — a record — and SpaceX joining the Nasdaq-100, three wealth managers explain how they're tal
Dell, Snowflake, and Ford show how the AI boom is spreading: Alpha Check
Look! The #AI trade isn't any more only that GPUs and cloud are selling, it's also that now #DELL will get you those in a box! But... Also y
Dell, Snowflake, and Ford show how the AI boom is spreading: Alpha Check
Look! The #AI trade isn't any more only that GPUs and cloud are selling, it's also that now #DELL will get you those in a box! But... Also y
The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
NDX-99 Honestly, it's so easy to drum-up a custom index these days, it's a wonder that someone hasn't launched an ETF for those who don't wa
Nasdaq Composite Jumps 0.9% as Semiconductors Stage a Comeback
Micron jumped 7.5% on a $3 billion domestic investment. Meanwhile, oil prices fell on hopes that the Iran conflict might actually get resolv
Morning Bid: This AI, it will make a profit, right?
A look at the day ahead in European and global markets from Stella Qiu The monstrous rally in Asian chipmakers this year is hitting a rocky
Comments
Sign in to join the conversation.
No comments yet. Be the first.