Articles for author: Russ Cohen

Russ Cohen

Parabolic Semiconductor Rally Is Pricing in 2028 Already

The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF (NASDAQ:), closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most of that move has been compressed into the last two months alone. Since mid-March, ...

Russ Cohen

A New AI Gold Rush Is Starting in Finance

One fintech may already be ahead of the trend. Listen to the audio version of this article (generated by AI). Hello, Reader. Vines are often a visual symbol of overgrowth. They can wrap around a building’s exterior, growing and clinging to worn, cracked stone, creating fractures that let further destruction in. In a similar way, ...

Russ Cohen

TSMC: The AI Infrastructure Monopoly Trading at a Discount

Every meaningful AI model trained this year runs on hardware that passed through ’s fabs. While investor attention has rotated toward memory and CPU suppliers, the foundry that enables them all trades at a discount to its semiconductor index peers. $414.15 TSM Close May 8, 2026 $420.00 52-Wk High NYSE ADR +130% 1-Year Return vs. ...

Russ Cohen

Sell in May? No Way

The old adage of “sell in May and go away” is rooted in fact. Since the index was constructed in 1958, the average returns for the May through September period haven’t been anything to brag about. The average monthly return is 0.73%, which means every month, with the exception of July, has average returns that ...

Russ Cohen

Is This Acquisition a Game Changer for Netflix?

Key Points Netflix bought a company that provides AI tools to filmmakers. This acquisition may somewhat move the needle for the company down the road. Given Netflix’s competitive edge and massive addressable market, the stock is still a buy. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has underperformed broader equities over ...

Russ Cohen

Why Quantum Computing May Struggle to Justify Its Premium Valuation

Quantum Computing Inc. (QUBT) Mid-Long Term Company Analysis Recommendation: Sell   Detailed Recommendation: Reduce position size over a longer time horizon (e.g., several weeks) using reverse dollar-cost averaging to hedge against temporal price movements. The opportunity cost of holding QUBT appears too high relative to other potential allocations. Company Introduction Quantum Computing Inc (NASDAQ:QUBT) is a Delaware-incorporated ...