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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 (PS)
Technology
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Flex LNG (FLNG)
Howard Hughes Holdings (HHH)
Cerebras (CBRS)
From
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Friday File: Looking back at NVIDIA
August 22, 2025
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Oklo (OKLO)
NuScale Power (SMR)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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WIngstop (WING)
Goosehead Insurance (GSHD)
Domino's Pizza (DPZ)
From
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Vox Royalty (VOXR)
PepsiCo (PEP)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Howard Hughes Holdings (HHH)
gold
NuScale Power (SMR)
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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Tyler Technologies (TYL)
Nvidia (NVDA)
Arch Capital (ACGL)
From
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Big Picture / Asset Allocation
Danny Moses
Stocks
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Tesla Motors (TSLA)
Stocks
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
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Builders FirstSource (BLDR)
Franco/Nevada (FNV)
Gold/Precious Metals & Mining
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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Par Technology (PAR)
BWX Technologies (BWXT)
Trade Note
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Brown & Brown (BRO)
BWX Technologies (BWXT)
W/R/ Berkley (WRB)
From
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Equity Residential (EQR)
Kinsale Capital (KNSL)
Standard Bio Tools (LAB)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Alphabet (GOOGL GOOG)
IBM (IBM)
BWX Technologies (BWXT)
From
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
The Trade Desk (TTD)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Nvidia (NVDA)
Intel (INTC)
Brookfield Asset Management (BAM)
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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Friday File
Microsoft (MSFT)
Symbotic (SYM)
From
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Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
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Nvidia (NVDA)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Friday File
From
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Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
Trade Note
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
Big Picture / Asset Allocation
Nvidia (NVDA)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Nvidia (NVDA)
Goosehead Insurance (GSHD)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Atkore (ATKR)
Intuitive Surgical (ISRG)
Nvidia (NVDA)
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
MyMD Pharmaceuticals (MYMD)
Atkore (ATKR)
Standard Bio Tools (LAB)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Kyndryl (KD)
Touk Sinantha
ArcelorMittal (MT)
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Structure Therapeutics (GPCR)
gold
NVR (NVR)
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Boston Omaha (BOC)
Keysight (KEYS)
Diageo (DEO)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Advanced Micro Devices (AMD)
Hershey (HSY)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stem (STEM)
obesity
Reddit (RDDT)
From
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Friday File: Sweet Times
March 08, 2024
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Stocks
Arch Capital (ACGL)
Nvidia (NVDA)
From
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