Mindblown: a blog about philosophy.

  • TSLA Stock Slips Overnight: Gary Black Says SpaceX Can’t Afford Tesla – ‘The Math Won’t Pass Muster’

    Black warned a Tesla deal could dilute SPCX shareholders by about 25%. Chamath, Jefferies and JPMorgan still see strategic logic in a Tesla-SpaceX combination. Tesla reports Q2 earnings on July 22, with EPS of $0.32 expected. Shares of Tesla, Inc. (TSLA) slid 2% overnight heading into Friday as Future Fund Managing Director Gary Black pushed…

  • The Number That Could Test Tesla Stock

    Photo by Mohamed_hassan on Pixabay The company’s vision for the future is bigger than ever, but its top-line growth has slowed dramatically. Here’s why that one number matters more than the hype. For a company defined by rapid expansion, the most jarring number in Tesla’s (TSLA) financials today is how little its core business is growing.…

  • 4 Utility Electric Power Stocks to Buy Amid Industry Headwinds

    The Zacks Utility-Electric Power industry players generate, transmit and deliver electricity to millions of customers across the United States. Utilities are steadily transitioning toward cleaner energy sources while prioritizing carbon emission reductions, supported by government initiatives that encourage the adoption of cleaner power generation. At the same time, they continue to invest in grid modernization…

  • Why Did Nvidia Stock Sink Today?

    Nvidia (NASDAQ: NVDA) stock plunged nearly 5% early Friday. Shares of the artificial intelligence (AI) leader have been treading water for the past several months, with investors balancing the company’s strengths with potential risks. Today’s move is a reaction to more AI model competition from China. Nvidia stock recovered some of the early drop but…

  • Investors Pour $25B Into Semiconductor ETFs as DRAM Plunges 40%

    ETF Investing Tools Semiconductor stocks ripped higher through the second quarter. Then the third quarter started, profit-taking kicked in, familiar worries about the AI trade resurfaced, and the whole group rolled over. ETF investors have responded by buying with both hands. The big semiconductor ETFs peaked on June 22. Since that date, the Roundhill Memory…

  • Former Berkshire Hathaway CEO Warren Buffett Just Said 3 Words That Could Add Some Serious Fuel to the AI Trade

    Former Berkshire Hathaway CEO Warren Buffett may no longer run the company he helped build into one of the world’s largest conglomerates over more than six decades. But he will still occasionally appear on CNBC to discuss the market and Berkshire’s business, which he remains involved in as executive chairman. Though he’s now 95 years…

  • 'Abel's Not Doing Anything I Don't Approve Of': Warren Buffett Says He Was Behind Berkshire's Alphabet Trade

    Investor concerns about a fading Buffett premium after Warren Buffett stepped down from the helm of Berkshire Hathaway were assuaged after The Oracle of Omaha disclosed he still heavily influences trades at the conglomerate. Berkshire Hathaway disclosed a new position in Alphabet in Q3 2025, buying 17.8 million Class A shares of Google’s parent company.…

  • Tesla (TSLA) Stock Under Pressure from Merger Skepticism and Political Headwinds Before Q2 Report

    Key Takeaways Table of Contents Wall Street analysts caution that a potential Tesla-SpaceX combination faces lengthy regulatory approval processes spanning multiple years GLJ Research analyst Gordon Johnson identifies $40–$50 potential downside for TSLA as speculation around corporate combinations dissipates Upcoming midterm contests present political uncertainty, with prediction markets showing Democrats above 80% probability to capture…

  • Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang

    Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang

    Key Points Micron recently announced 16 multiyear deals with customers; contracts of that duration are unprecedented in the memory-chip industry. Several analysts raised forward earnings estimates, and the consensus says Micron’s earnings will grow at 168% annually through fiscal 2027. Nvidia CEO Jensen Huang says the current memory-chip supply shortage will persist for several years…

  • Amazon Stock Adds Market Power, Not Portfolio Ballast

    Photo by OpenClipart-Vectors on Pixabay The stock’s recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings. Amazon (AMZN) stock has climbed 4.7% in the last five trading days while the broader S&P 500 managed just a 1.2% gain. This run coincided with…

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