
Domino’s Pizza: The Amazon of QSR?
Russ Cohen
purchase of is interesting not because Berkshire noticed that the stock has worked in the past. Plenty of stocks have worked in the past. Berkshire’s investment is interesting because it implies that, at the right price, Domino’s may still have a durable economic engine capable of compounding from here. That is the more useful question: … Read more

AMD’s Upside Movement Has Just Begun After Years in the Making
It has been years in the making, but is set up to accelerate its revenue and sustain high-level growth for years, as it’s become the spokes to ’s hub. NVIDIA’s GPUs and AI infrastructure offer many advantages and will continue to drive AI. However, Advanced Micro Devices GPUs, specifically the MI450 line to be launched … Read more

AI Earnings Reaction: AMD Leads, SMCI Survives, Nasdaq Now Must Prove It
Last night’s AI earnings basically gave the rally what it wanted: actual revenue, better guidance, and another reason to keep the AI trade alive. But this was not all the same quality of earnings. was the cleanest print. Super Micro Computer (NASDAQ:) was messy but saved by guidance. Navitas Semiconductor (NASDAQ:) was still the speculative … Read more


