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AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple…
This will result in mid-single-digit P/E by 2025-26e. Here’s how.
Oct 31
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jw | Emergers
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AI boom about to create bottleneck in HBM chips, where Nvidia's supplier SK hynix holds a 60% market share. Here’s how it will triple earnings
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Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand
Adding SK Hynix as HBM chips are next in line to benefit from AI's explosive growth. With a strong market lead and high margins, SK Hynix is positioned…
Oct 28
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jw | Emergers
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Model Portfolio up 28% (vs SPX 17%) on strong $RDDT and Silver - now adding SK Hynix on surging HBM chip demand
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Basket of biotechs most likely to benefit from advances in AI in 2025
AI's impact on the real economy is lagging. Here, we present an equal-weighted basket of seven biotechs, up 38% in the past year, including Alnylam and…
Oct 23
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jw | Emergers
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Basket of biotechs most likely to benefit from advances in AI in 2025
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Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy
Are you like me, thinking you're too clever and alert to fall for advanced hacking schemes? Think again. Here’s how hackers use sophisticated tactics to…
Oct 10
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jw | Emergers
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Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy
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Overconfidence in CCS setting us up for disappointment
After near-total failure 15 years ago, Carbon Capture and Storage (CCS) is once again being hailed as the climate saviour. However, recent research…
Oct 9
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jw | Emergers
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Overconfidence in CCS setting us up for disappointment
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September 2024
Buy 50% growth after 60% pullback?
Scanning for stocks with a market cap above $2 billion, a FCF margin +5%, and a YTD drop of 40% (60% since peak in May), Celsius Holdings (CELH) quickly…
Sep 10
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jw | Emergers
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Buy 50% growth after 60% pullback?
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August 2024
Portfolio Update: Exiting $TSSI After 92% Surge; Portfolio Up 18.7% vs. SPX 9.5%
Over the summer, we maintained our positions despite market volatility, which yielded mostly positive results. As we close our Long position in TSS…
Aug 19
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jw | Emergers
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Portfolio Update: Exiting $TSSI After 92% Surge; Portfolio Up 18.7% vs. SPX 9.5%
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June 2024
$46m Mkt Cap data center services company poised to benefit from Musk's xAI/Dell supercomputer project
With Dell commissioned to construct a massive supercomputer for xAI in Memphis, this initiative is poised to benefit the entire ecosystem of suppliers…
Jun 24
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jw | Emergers
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$46m Mkt Cap data center services company poised to benefit from Musk's xAI/Dell supercomputer project
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Chart of the Day: BTC vs NQ - who will win?
Bitcoin and the Nasdaq are sending conflicting messages about risk appetite and only one of them is telling the truth.
Jun 19
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jw | Emergers
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Chart of the Day: BTC vs NQ - who will win?
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AI arms race to summon a God risks ending up like GPS: Accessible only in watered-down version for non-military applications
If the forthcoming Superintelligence can give a decisive military advantage, how likely is it they will let you use if for stuff other than making…
Jun 18
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jw | Emergers
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AI arms race to summon a God risks ending up like GPS: Accessible only in watered-down version for non-military applications
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Geopolitics Strategy Update w Dimitri Zabelin of Pantheon Insights: Oil and past week's elections
What happened at the OPEC+ meeting and what bearish factors could pressure crude in H2'2024? Video session with Dimitri Zabelin, founder of Geopolitics…
Jun 12
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jw | Emergers
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Geopolitics Strategy Update w Dimitri Zabelin of Pantheon Insights: Oil and past week's elections
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Portfolio Update: Closing positions in RBLX, PRKS and Brent
We close our positions in RBLX, PRKS and Brent. The Model Portfolio is now up 11.6% since inception on April 24th, compared to the S&P500 up 5.3% in the…
Jun 11
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jw | Emergers
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Portfolio Update: Closing positions in RBLX, PRKS and Brent
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