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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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Pershing Square USA (PSUS)
Howard Hughes Holdings (HHH)
Wingstop (WING)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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NuScale Power (SMR)
Take Two Interactive (TTWO)
HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
Meta Platforms (META)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Ferrari (RACE)
Domino's Pizza (DPZ)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Sandstorm Gold (SAND SSL/TO)
YPF (YPF)
Friday File
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Royal Gold (RGLD)
Equinox Gold (EQX/V EQXFF)
Franco/Nevada (FNV)
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Stock Gumshoe
Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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International General Insurance Holdings (IGIC)
Acacia Research (ACTG)
Constellation Software (CSU/TO CNSWF)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Friday File
Jeffrey Gundlach
Beacon Roofing (BECN)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
gold
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
iShares 1/5 Year TIPS Ladder ETF (LDRI)
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Trade Note
iShares 1/5 Year TIPS Ladder ETF (LDRI)
Friday File
From
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
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Goosehead Insurance (GSHD)
Waste Magement (WM)
QXO (QXO)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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NuScale Power (SMR)
Big Picture / Asset Allocation
Foreign Investments
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Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Kinsale Capital (KNSL)
Standard Bio Tools (LAB)
Nvidia (NVDA)
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Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Exor (EXO/AS EXXRF)
IonQ (IONQ)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
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Atkore (ATKR)
Toast (TOST)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Par Technology (PAR)
DigitalBridge (DBRG)
Berkshire Hathaway (BRK/B)
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Altius Renewable Royalties (ARR/TO ATRWF)
Brookfield Asset Management (BAM)
Brookfield Renewable Energy (BEP)
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Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Atkore (ATKR)
Chapters Group (CHG/DE)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Keysight (KEYS)
Royal Gold (RGLD)
ArcelorMittal (MT)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Burford Capital (BUR)
Pershing Square Holdings (PSH/AS PSHZF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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The Trade Desk (TTD)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Royal Gold (RGLD)
Cloudflare (NET)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
Eric Savitz
Berkshire Hathaway (BRK/B)
Kinsale Capital (KNSL)
From
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
Tickers
OKLO
Tags
$100K Lock Box
Super Micro Computer (SMCI)
Kopin (KOPN)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Diageo (DEO)
Sequoia
Charlie Munger
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
Nvidia (NVDA)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Toast (TOST)
Freehold Royalties (FRU/TO FRHLF)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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American Financial Group (AFG)
Huntington Ingalls Industries (HII)
Friday File
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
Ferrari (RACE)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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W/R/ Berkley (WRB)
options
Chubb (CB)
From
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