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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Amazon (AMZN)
Pershing Square USA (PSUS)
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Centrus Energy (LEU)
Texas Pacific Land (TPL)
Kairos Power
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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BWX Technologies (BWXT)
Apple (AAPL)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Stocks
Kinsale Capital (KNSL)
Options or Futures
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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WPP Group (WPPGY)
Hershey (HSY)
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Friday File
Chipotle Mexican Grill (CMG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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American Financial Group (AFG)
Markel (MKL)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Ferrari (RACE)
Exor (EXO/AS EXXRF)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Friday File
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
International General Insurance Holdings (IGIC)
QXO (QXO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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XPO Logistics (XPO)
Domino's Pizza (DPZ)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Texas Pacific Land Trust (TPL)
Foreign Investments
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Pershing Square Holdings (PSH/AS PSHZF)
Friday File
Lennar (LEN)
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Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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D/Wave Quantum (QBTS)
Howard Marks
Alphabet (GOOGL GOOG)
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Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Trade Note
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Alphabet (GOOGL GOOG)
Vistra (VST)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Trade Note
Altius Renewable Royalties (ARR/TO ATRWF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Trade Note
Friday File
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
gold
Nvidia (NVDA)
Wheaton Precious Metals (WPM)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Trade Note
Woodside Petroleum (WPL/AX WOPEY)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Big Picture / Asset Allocation
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Roku (ROKU)
Cloudflare (NET)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Exor (EXO/AS EXXRF)
Boston Omaha (BOC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
Office Properties Income Trust (OPI)
Plug power (PLUG)
Vistra (VST)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Brown & Brown (BRO)
Trade Note
Sequoia
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
gold
options
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Diageo (DEO)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Hershey (HSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
John Maynard Keynes
Royal Gold (RGLD)
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
W/R/ Berkley (WRB)
Arch Capital (ACGL)
Big Picture / Asset Allocation
From
Stock Gumshoe
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