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Making Sense of The Nvidia-Arm Acquisition
March 16, 2021

Making Sense of The Nvidia-Arm Acquisition


Last week, I wrote about the Nvidia-Arm acquisition, the politics involved as well as its chances of success. Nvidia announced last September that it reached a deal with Softbank to acquire U.K. based semiconductor and software design company Arm Ltd. for $40 billion, making it one of the biggest acquisitions in tech.

what's next for plug power
March 11, 2021

What’s Next for Plug Power?


With the Nasdaq still in correction territory, renewable energy star, Plug Power (PLUG), is more than 35% off the all-time high. This is after a large bounce off the recent $34 low.

podcast with motley fool and beth kindig
March 4, 2021

Podcast with Motley Fool: I’m Bullish on These Trends for 2021


Recently I joined Tim Beyers and Brian Feroldi on The Motley Fool podcast. In the hour-long interview we discussed cloud stock valuations, trends I’m bullish on, why I thinkZoom VideoandShopifyare the best cloud stocks, my prediction that EVs would pullback (they later did) and why that’s a buying opportunity, and why I continue to be longFUBOdue to the company being centered between two important microtrends albeit extremely early.

what's next for tesla
March 4, 2021

What’s Next for Tesla? Levels to Watch.


With the NASDAQ100 down about 10%, the current bull market’s darling, Tesla, is down about 27%.

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March 4, 2021

Q4 Earnings Analysis for Shopify, Roku, Fiverr And Palantir


In my latest Forbes article, I cover the 2020 Q4 earnings for Shopify, Roku, Fiverr and Palantir.

What's Next for Bitcoin? Levels to Watch
February 23, 2021

What’s Next for Bitcoin? Levels to Watch


With many popular stay-at-home stocks pulling back on heavy volume and Bitcoin testing $50,000, investors are wondering what’s in store for the world’s most popular cryptocurrency.

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February 16, 2021

Pinterest and Snap Show V-Shaped Recovery; Cloudflare Guns for Zero-Trust


2020 earnings from ad-tech stocks have shown us that digital advertising has rebounded sharply from the pandemic recession lows. 

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February 4, 2021

Why SPACs are (Sometimes) Better than IPOs


SPACs offer retail investors the ability to invest early in a company’s life cycle. In the case of Snowflake, a company that went public via a traditional IPO, retail investors did not have this opportunity. By the time Snowflake debuted on the public markets, the share price had soared over 200% from its indicated opening price.


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