Well yeah. As always, separate market-wide impacts from individual opportunities. Disruptive technologies (like SWIR) and essential goods generally push through the tide.
Yes, because he thinks low interest rates are propping up stocks. However, if interest rates rise, gold is screwed. So it's not really clear where his head is. In reality he is likely playing both sides.
Depends on if you think the gold rally has legs or if it's all just a bubble.
Irrational exuberance for gold. Everyone is assuming interest rates will stay in the ground, and it's already priced in.
NVIDIA is more than GPUs. Their future growth may well rest in their automotive efforts and the like. Just sayin'. Agree that both are worth buying though.
This stock is like clockwork. You could buy at this level and be just fine. It may drop a bit more. But it will absolutely blow by this level in the not too distant future. More shorts have been burned by NFLX than heretics during the Inquisition.
No it's not. It's based on BSD, which itself is based on Unix. Still, being "based on Unix" is not the same as BEING Unix. It's its own OS.
People actually believe this #$%$? No, you didn't stake out a Chipotle and no, you interview regulars.
They want to play in cloud services, but they're bad at it.
They want to play in the business tech consulting realm, but they're notoriously bad at that too.
IBM's issue it it's become too slow, bureaucratic, and inefficient. Cutting labor costs by offshoring won't help it. The company needs a fundamental culture change, which won't happen without flushing upper management.
AAPL and GOOGL aren't remotely similar companies beyond both being in tech.
(I own shares of both)