Blog

Russ Cohen

BitMine Nears 5% of Ethereum Supply After $237 Mn Purchase as ETH Trades in Range

Bitmine Immersion Technologies (NYSE:) has announced its latest purchase worth $237 million. The purchase of 111,942 Ethereum tokens last week is BitMine’s biggest ETH acquisition since December 2025. According to BitMine’s latest disclosure, the company now holds 5.39 million $ETH tokens in its reserve. This represents roughly 4.47% of Ethereum’s circulating supply. Against this backdrop, the ...

Russ Cohen

Is Nvidia the Most Underrated Dividend Growth Stock to Own?

Key Points Nvidia recently announced a significant increase to its payout. The company’s robust financials give it plenty of room to make further hikes in the future. Its new yield puts it in line with that of other tech stocks. 10 stocks we like better than Nvidia › When you think of Nvidia (NASDAQ: NVDA), ...

Russ Cohen

The AI-Driven Semiconductor Boom Is More Than ‘Just a Bubble’

The Semiconductor Bubble is about overvaluation and momentum; outstanding fundamentals will not stop the correction to come. Harken back, if you will, to a time some hazy years ago that I sold Nvidia (NASDAQ:) too soon and neglected to buy it back on its long journey upward, leading the Semiconductor bubble to come by a country ...

Russ Cohen

Tesla’s European Recovery Is Real, But BYD Defines the Limit

Three consecutive months of year-on-year growth in Europe, including a 46.5% rebound in April 2026 to 10,654 regional units, mark a clear improvement after a severe 2025 slump that saw EU registrations fall 37.9% and market share halve to 1.3%. The recovery is real — but BYD registered 27,008 units in Europe during the same ...

Russ Cohen

Is Now the Time to Buy Forgotten FAANG Stock Netflix?

Key Points Netflix has delivered double-digit revenue growth rates for multiple years, highlighting its durability. The streaming giant can still raise prices and retain members, and its gaming app for kids should help with that goal. Netflix is investing in AI, which can lower costs, help produce more content, and improve margins. 10 stocks we ...

Russ Cohen

Semiconductor Surge Pushes Market Dispersion to Extremes

Stocks managed to finish higher, with doing much of the heavy lifting, rising just shy of 20% on the day. This is like and on steroids, and honestly, I am not sure there is a better way to describe the situation at this point. Call volumes are soaring, while 7-day implied volatility is sitting around ...

Russ Cohen

AI Bond Issuance Tests the Market’s Appetite for Long-Dated Tech Debt

The artificial intelligence (AI) boom has transitioned from an equity market narrative to a defining force in fixed income. Hyperscalers (, , , , and ) are shifting from internal cash flows to substantial bond issuance to fund massive data center, graphics processing unit (GPU), and power infrastructure buildouts. This marks a structural change in ...

Russ Cohen

Is Quanta Services (PWR) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock’s price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use ...

Russ Cohen

Should You Buy Ford Stock Now on the Energy Deal With EDF?

Ford’s F energy division has signed its first major customer agreement, securing a five-year battery storage supply deal with EDF Power Solutions North America. The agreement marks an important milestone for Ford Energy as it pushes deeper into the fast-growing energy storage market tied to renewable power and grid modernization. Per the deal, EDF can ...