Blog

Russ Cohen

Why Penguin Solutions Is Rallying as AI Data Centers Scale

is no newcomer to tech, data centers or AI, but it is only now, with the AI boom years in the making, that its stock price is rallying. The reason is simple: now that GPU supply and supply chains are firming up, connectivity and networking solutions are being delivered, and data centers are under construction, ...

Russ Cohen

Microsoft’s Boring Stock Story May Be Its Biggest Strength

is down approximately 20% in the last 12 months. Most of the news around the company has been negative. There have been layoffs, significant ongoing capital expenditures to support its artificial intelligence ambitions, cost pressures in its gaming division, and the ongoing transformation of Microsoft’s relationship with OpenAI. That’s created significant noise around the company ...

Russ Cohen

This Fund Crushed It in 2025: It’s a Trap in 2026

ASA Gold and Precious Metals (NYSE:) is a standout among closed-end funds (CEFs), but not for the reasons we’d like! For one, this gold-focused CEF pays almost no dividend itself (its yield is a meager 0.14% as I write this). That’s unusual for a CEF, as investors mainly buy these funds for their high yields. As ...

Russ Cohen

Just 4 "Magnificent Seven" Stocks Are Still More Valuable Than SpaceX. Could SpaceX Be a Better Buy Than All of Them?

Key Points Alphabet was an early investor in SpaceX and is now a SpaceX customer. Nvidia could play an integral role in providing the compute capacity for SpaceX’s orbital data centers. Microsoft and Apple are cash cows, but they may not appeal to high-octane growth investors. 10 stocks we like better than Space Exploration Technologies ...

Russ Cohen

S&P 500 Earnings: Micron Technology Reports This Week

Most of the fixed-income returns that are tracked on a weekly basis by this blog, ended higher on the week, despite all the chatter around Kevin Warsh and the latest Fed meeting. There just seems to be an undue amount of bearishness (i.e. higher bond yields and lower prices) discounted in Treasuries, and high-grade corporates, ...