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Latest News about Nvidia (NVDA)
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Friday File: Alphabet Wins! Now What?
May 01, 2026
Tags
Viper Energy (VNOM)
Big Picture / Asset Allocation
OpenAI
From
Stock Gumshoe
Friday File: Insurance Slowdown, Gas Speculation and more…
April 24, 2026
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Unity Software (U)
X/energy
Texas Pacific Land (TPL)
From
Stock Gumshoe
Friday File: Looking back at NVIDIA
August 22, 2025
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Microsoft (MSFT)
Nvidia (NVDA)
Cisco (CSCO)
From
Stock Gumshoe
Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
Tags
Aurora Innovation (AUR)
Kinsale Capital (KNSL)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Royal Gold (RGLD)
Vistra (VST)
Northern Star Resources (NST/AX NESRF)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Hilton (HLT)
BWX Technologies (BWXT)
Pershing Square Holdings (PSH/L PSHZF)
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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Berkshire Hathaway (BRK/B)
Toast (TOST)
Bill Ackman
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Equifund
Barry Ritholz
Exor (EXO/AS EXXRF)
From
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares 1/5 Year TIPS Ladder ETF (LDRI)
ALPS Alerian MLP (AMLP)
Friday File
From
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Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Royal Gold (RGLD)
Keysight (KEYS)
KKR & Co/ (KKR)
From
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Friday File: Berkshire, Teqnion, Nuclear Updates and more…. and what’s the story with QXO?
February 28, 2025
Tags
United Rentals (URI)
Beacon Roofing (BECN)
Par Technology (PAR)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Evolution (EVO/ST EVVTY EVGGF)
Cisco (CSCO)
Nvidia (NVDA)
From
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Friday File: Macro Worries, Annoying Ackman, Intuitive Surgical and more…
January 17, 2025
Tags
Equity Residential (EQR)
Friday File
Howard Hughes Holdings (HHH)
From
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Intel (INTC)
BWX Technologies (BWXT)
Chubb (CB)
From
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Friday File: Odds of Success?
November 22, 2024
Tags
Friday File
Trade Note
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
DigitalBridge (DBRG)
Big Picture / Asset Allocation
From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
Tickers
GOLD
OKLO
Tags
Toast (TOST)
Kairos Power
gold
From
Stock Gumshoe
Friday File: NVIDIA, Booze, Poland, Sky Quarry… and Happy Birthday, Warren Buffett!
August 30, 2024
Tags
Remy Cointreau (RCO/PA REMYY REMYF)
Standard Bio Tools (LAB)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Gold, Keys and “Quality” that’s Just Too Expensive
August 23, 2024
Tickers
GOLD
Tags
Franco/Nevada (FNV)
Triple Flag Precious Metals (TFPM/TO)
Osisko Mining (OSK/TO OBNNF)
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
Tags
Woodside Petroleum (WPL/AX WOPEY)
BioArctic (BIOA/B/ST BRCTF)
Atkore (ATKR)
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
Tesla Motors (TSLA)
Repligen (RGEN)
From
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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
Triple Flag Precious Metals (TFPM/TO)
Franco/Nevada (FNV)
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
Pernod Ricard (RI/PA PRNDY PDRDF)
Markel (MKL)
Office Properties Income Trust (OPI)
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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J&J Snack Foods (JJSF)
Towne Bank (TOWN)
GoDaddy (GDDY)
From
Stock Gumshoe
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
Friday File
Trade Note
gold
From
Stock Gumshoe
Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
Tags
UIPath (PATH)
Black Stone Minerals (BSM)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Hershey (HSY)
Nvidia (NVDA)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Fluence
SSR Mining (SSRM)
Warren Buffett
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
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American Financial Group (AFG)
Stocks
Travelers (TRV)
From
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