Mindblown: a blog about philosophy.
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Buy the Tech Dip: Why AI Stocks Could Be Ready to Rebound
The crisis with NVIDIA, may be a time to add sector exposure and look for opportunities to buy the tech dip before investor confidence fully recovers.
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EnerSys’ Flat Sales Hide a Fast-Growing Defense and Data Center Business
EnerSys is building a stronger earnings base through data centers and defense but weakness in its industrial business may hold back revenue growth.
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NVIDIA CEO Jensen Huang Resigns – What It Means for NVIDIA Now
NVIDIA still has its technology and market share, but replacing a founder with the outsized influence of Jensen Huang presents a challenge.
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Honda Earnings Reveal a Promising Recovery Beneath Costly EV Reset
Honda is now absorbing a costly strategic reset while several established operations are becoming more profitable.
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Costco’s $30 Dividend Sets Up a Big Week for Retail Earnings
Costco gave investors an early present before the retail earnings season. Three other retailers will let investors know how cheerful consumers will be.
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Quantum Computing Security Has a Massive Problem
Quantum computing may create substantial economic value. But quantum computing security is an equally important consideration.
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CoreWeave’s (CRWV) Q3 Earnings Give Investors a Reason to Breathe Easier
CoreWeave gave investors evidence that its business is still growing quickly, even as questions about spending and borrowing weigh on CRWV stock.
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D-Wave’s $38.3 Million Backlog Could Finally Bring Quantum to Life
D-Wave Quantum’s commercial progress gives the business a credible opportunity to grow, but several factors leave little room for execution missteps.
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NVIDIA Called “Silly Cheap” by Mizuho Securities Analyst
NVIDIA (NASDAQ: NVDA) has given investors plenty to worry about lately. Questions surrounding CEO Jensen Huang have pressured shares, even as some analysts argue that the company’s earnings outlook makes the stock increasingly attractive. Among them is Mizuho Securities analyst Jordan Klein, who recently described NVIDIA as “silly cheap,” as quoted by Seeking Alpha. His argument…
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CoreWeave’s 300,000 Expiring GPUs Could Unlock $10 Billion in Revenue
CoreWeave’s Q3 earnings gave Investors a glimpse of how it could earn another round of revenue from GPUs it has already deployed and financed.
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