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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Markel (MKL)
Friday File
Howard Hughes Holdings (HHH)
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Options or Futures
Chubb (CB)
X/energy
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Big Picture / Asset Allocation
Microsoft (MSFT)
GE Vernova (GEV)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Brown & Brown (BRO)
Domino's Pizza (DPZ)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Trade Note
Burford Capital (BUR)
GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Michael Cembalest
GE Vernova (GEV)
Equinox Gold (EQX/V EQXFF)
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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BWX Technologies (BWXT)
RLI (RLI)
Arch Capital (ACGL)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Hedging
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
Vox Royalty (VOXR)
Gold/Precious Metals & Mining
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Berkshire Hathaway (BRK/B)
Howard Hughes Holdings (HHH)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
International General Insurance Holdings (IGIC)
Toast (TOST)
RXO (RXO)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Friday File
Texas Pacific Land Trust (TPL)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
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Kinsale Capital (KNSL)
Hershey (HSY)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Wildfires, Quantumania and more…
January 10, 2025
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BWX Technologies (BWXT)
Intel (INTC)
Technology
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Alphabet (GOOGL GOOG)
Trade Note
Roku (ROKU)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
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Celsius Holdings (CELH)
Brookfield Corp (BN)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Homestake
Oklo
Constellation Energy (CEG)
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Atkore (ATKR)
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Osisko Mining (OSK/TO OBNNF)
Royal Gold (RGLD)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Burford Capital (BUR)
Brown & Brown (BRO)
Woodside Petroleum (WPL/AX WOPEY)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Netflix (NFLX)
Intuitive Surgical (ISRG)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
Tags
The Trade Desk (TTD)
Kinsale Capital (KNSL)
Atkore (ATKR)
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
Kopin (KOPN)
Vuzix (VUZI)
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
Tags
Sequoia
Towne Bank (TOWN)
United Rentals (URI)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Technology
D/ R/ Horton (DHI)
Credo Technology (CRDO)
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
Pershing Square Holdings (PSH/AS PSHZF)
UIPath (PATH)
Trade Note
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Markel (MKL)
Berkshire Hathaway (BRK/B)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Market Vectors Gold Miners ETF (GDX)
Royal Philips (PHG)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Chapters Group (CHG/DE)
Nvidia (NVDA)
Arch Capital (ACGL)
From
Stock Gumshoe
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