All Eyes On J-Pow

All Eyes On J-Pow

The rally off the June lows is premised on the following argument: Inflation is peaking; therefore the Fed will slow the pace of its rate hikes; which will ease the pressure on risk assets. But the market had some doubts…

SNPS Is A Long Term Winner

SNPS Is A Long Term Winner

Synopsys (SNPS) – the largest maker of software for semiconductor design – reported 2Q22 earnings just now. While semiconductor companies have been warning recently SNPS may be immune. That’s because semiconductor makers don’t want to fall behind in an always…

COIN Is In Trouble

COIN Is In Trouble

The Wall Street Journal ran a feature story over the weekend on Coinbase’s (COIN) overreach during the crypto boom – and how that has left it scrambling to right size the business as crypto melts down (“Coinbase’s Rapid Rise Left…

UPST May Not Survive

UPST May Not Survive

While I have written a fair amount about the “Leaders of the Future” – stocks who have been beaten down but that I believe will come back and thrive down the road – not all stocks that are down big…

DASH: RIP Jim Chanos

DASH: RIP Jim Chanos

I was sitting at my desk eating my lunch of Black Pepper Fettucine from Spasso via DoorDash (DASH), reviewing DASH’s excellent 2Q22 results and waiting for Jim Chanos to tweet something wrong with them. (He’s in the process of a…