Blog

Russ Cohen

BYD Has Big Plans to Sell Half Its Vehicles Outside of China by 2030. Is This a Once in a Lifetime Investment Opportunity?

Key Points BYD is setting ambitious international growth targets and building the infrastructure to get there. The company has been on a steady upward trajectory for years, yet its stock still trades at an investor-friendly price. 10 stocks we like better than BYD Company › For years, investors have watched BYD (OTC: BYDDY) quietly transform ...

Russ Cohen

Are IPOs Finally Back? CRCL, CRWV

IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment. But the tide has shifted positively over the past year, with several notable IPOs hitting the market, including CoreWeave CRWV and Circle Internet Group CRCL. The re-awakening of the IPO market is ...

Russ Cohen

The Redneck Recession

The headlines are glowing… the stock market keeps hitting new highs… and Nvidia and the rest of the Magnificent Seven are leading a tech and AI revolution that’s leaving the rest of the world in the dust… But that’s only half the story, according to Charles Sizemore, Chief Investment Strategist at our corporate partner, The ...

Russ Cohen

Is Palantir Stock Still a Smart Buy in This Market?

Key Points Palantir has a specialized AI platform that offers real value for organizations. It closed nearly $2.3 billion in contract value in the second quarter, with long-term recurring revenue. Palantir stock is extremely expensive, but it deserves a premium. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has arguably ...

Russ Cohen

Notable Wednesday Option Activity: RIOT, WFC, AMD

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Riot Platforms Inc (Symbol: RIOT), where a total of 144,861 contracts have traded so far, representing approximately 14.5 million underlying shares. That amounts to about 46.1% of RIOT’s average daily trading volume over the past month of 31.5 ...

Russ Cohen

Should Investors Buy Nvidia's 3% Post-Earnings Pullback?

Key Points Nvidia’s data center revenue grew 56% year over year to $41.1 billion. Relations with China remain a question mark for Nvidia’s business. Nvidia’s stock is still very expensive by most metrics. 10 stocks we like better than Nvidia › With earnings season in full swing, there was arguably no company whose results were ...