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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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Technology
Pershing Square (PS)
Pershing Square Holdings (PSH/L PSHZF)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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GE Vernova (GEV)
POET Technologies (POET PTK/V)
Kairos Power
From
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Friday File: Looking back at NVIDIA
August 22, 2025
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Amazon (AMZN)
Keysight (KEYS)
Technology
From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Exor (EXO/AS EXXRF)
Iveco (IVG/MI IVCGF)
Friday File
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Stocks
YPF (YPF)
Big Picture / Asset Allocation
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Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
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gold
NuScale Power (SMR)
Brookfield Corp (BN)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Tyler Technologies (TYL)
Arch Capital (ACGL)
Nvidia (NVDA)
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Hedging
International General Insurance Holdings (IGIC)
Stellantis (STLA)
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
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Gold/Precious Metals & Mining
Income Investing
Glencore (GLEN/L GLNCY)
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
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Beacon Roofing (BECN)
Berkshire Hathaway (BRK/B)
Gold/Precious Metals & Mining
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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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Trade Note
Par Technology (PAR)
BWX Technologies (BWXT)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Permian Basin Royalty Trust (PBT)
Foreign Investments
Nvidia (NVDA)
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Meta Platforms (META)
Goosehead Insurance (GSHD)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File
Howard Marks
Intel (INTC)
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Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Trade Note
Royal Gold (RGLD)
From
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Friday File: What Now?
November 08, 2024
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Apple (AAPL)
Big Picture / Asset Allocation
Stocks
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
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Kairos Power
Katusa Resource Opportunities
Dakota Gold (DC)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Chapters Group (CHG/DE)
Remy Cointreau (RCO/PA REMYY REMYF)
Diageo (DEO)
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
Triple Flag Precious Metals (TFPM/TO)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Trade Note
W/R/ Berkley (WRB)
Alphabet (GOOGL GOOG)
From
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Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
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Friday File
Stocks
Tesla Motors (TSLA)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File
Evolution (EVO/ST EVVTY EVGGF)
Shopify (SHOP)
From
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Markel (MKL)
Friday File
Eric Savitz
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
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Eli Lilly (LLY)
Friday File
Occidental Petroleum (OXY)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Ashtead Group (ASHTY ASHTF)
ArcelorMittal (MT)
Kyndryl (KD)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
SMART Global Holdings (SGH)
Nvidia (NVDA)
James Altucher
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Friday File
Nvidia (NVDA)
Sky Harbour (SKYH)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Hershey (HSY)
Advanced Micro Devices (AMD)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Jéronimo Martins (JRONY JRONF)
Friday File
From
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Friday File: Sweet Times
March 08, 2024
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Markel (MKL)
Chubb (CB)
Brookfield Corp (BN)
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