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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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....