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Gensliger’s Out
By Don Yocham
Posted: December 5, 2024
I laid out in October the disaster unfolding at Intel Corp (NASDAQ: INTC). The company began losing its competitive edge in 2018 when it...
Crushing the Competition
By Don Yocham
Posted: December 3, 2024
Nvidia’s Blackwell AI processors continue to dominate the chip market. Two short years ago, Nvidia Corp’s (NASDAQ: NVDA) sales were growing in line with...
Nvidia: The Only Game in Town
By Don Yocham
Posted: December 3, 2024
Just a short update for you on Nvidia Corp. (NASDAQ: NVDA). I’ll keep it high-level today and will have an updated Capital InFocus report...
The Pilgrims Guide to Voluntary Slavery
By Don Yocham
Posted: November 27, 2024
It’s Thanksgiving time, which reminds me of America’s first collectivist experiment – the Pilgrims that landed at Plymouth Rock. Now, collectivism wasn’t necessarily the...
The Elemental Energy Link
By Don Yocham
Posted: November 21, 2024
Every three days, a new data center opens somewhere in the world—with many classified as hyperscale. These data centers consume massive amounts of energy....
Priced to Perform
By Don Yocham
Posted: November 19, 2024
Capital won big on election day. Lower tax rates and the end of the debate for capital gains taxes on unrealized income will help...
Adjusting to the Fed’s New Reality
By Don Yocham
Posted: November 15, 2024
There’s a new era for money emerging, and the Federal Reserve must adjust to the new reality. You saw some evidence of that this...
Who Pays for Trade
By Don Yocham
Posted: November 8, 2024
“Consumption is the sole end and purpose of all production.” – Adam Smith With Trump on deck, American’s are scrambling to understand his favorite...
Capital Won the Election
By Don Yocham
Posted: November 7, 2024
The uncertainty meter dropped dramatically yesterday. Trump’s overwhelming election victory gave markets some much-needed clarity. That clarity was still driving the S&P 500 to...
Holding Capital to Account
By Don Yocham
Posted: November 1, 2024
To paraphrase Trump, Big Tech has spent “bigly” on AI data. Microsoft Corp. (NASDAQ: MSFT) invested $20 billion in AI during the latest quarter....