Mindblown: a blog about philosophy.

  • Is Stride Stock’s Cash Flow Yield Too Big To Ignore?

    CANADA – 2025/06/03: In this photo illustration, the Stride logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images We believe Stride (NYSE: LRN) stock merits attention: It is expanding, generating cash, and presently offered at a considerable valuation discount. Firms like this…

  • Warren Buffett Sold Apple to Buy This Stock

    © https://www.flickr.com/photos/fortunelivemedia/ Warren Buffett has taken a graceful exit, but his investments continue to dominate the industry. Berkshire Hathaway (NYSE:BRK-B) had $267 billion invested at the end of the third quarter. The 13F filings show the moves Buffett took to ensure that his investments keep growing. While major trades weren’t made in the third quarter, there…

  • Tesla Stock Gains. Why SpaceX IPO Chatter Moving Shares Ahead of Earnings

    This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) shares rose about 1% on Thursday morning after reports that SpaceX is interviewing banks about a possible initial public offering, a development investors say could affect sentiment around Elon Musk’s related businesses. The move revived talk that a SpaceX listing could be one of the biggest ever,…

  • Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD

    Daily Market Alert: Chip Stocks Surge on TSMC, China Moves to Restrict Nvidia, Wells Fargo Upgrades AMD

    1. Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold call considering Nvidia’s dominance. AMD crushed both the market and NVDA in 2025, posting 90% gains versus Nvidia’s 37%. The stock jumped 6.5% this week to $223.60, with RSI at 57 showing…

  • Is This Nvidia-Backed AI Stock a Buy Before It Soars 177%?

    When Nvidia (NVDA) backs a company, investors pay attention. It is not just because of its market leadership in artificial intelligence (AI) chips but because Nvidia sits at the center of the entire AI ecosystem. Its capital tends to flow toward infrastructure that can support the next wave of large-scale AI deployment. One lesser-known AI…

  • Wall Street strengthens as Big Tech bounces back and oil prices ease

    NEW YORK (AP) — Wall Street steadied on Thursday as stocks in the artificial-intelligence industry bounced back following an encouraging report from a Taiwanese chip giant and as oil prices eased sharply. The S&P 500 rose 0.3% and snapped the two-day losing streak it had been on since setting an all-time high. The Dow Jones Industrial Average added 292 points,…

  • Cathie Wood Is Buying Up Roblox Stock. What Is the Bull Case for RBLX in 2026?

    Cathie Wood’s ARK Invest has been steadily accumulating shares of Roblox (RBLX), adding to positions across multiple funds, including ARKF (ARKF), ARKK (ARKK), and ARKW (ARKW), as part of a broader portfolio shift toward long-term innovation themes. The buying activity comes as Wood reduces exposure to mature tech names such as Meta Platforms (META), Palantir…

  • Stock market today: Nasdaq leads Dow, S&P 500 higher as TSMC's strong outlook buoys AI hopes

    Intel (INTC) got its second upgrade this week on Thursday as Citi (C) analysts raised their rating on the stock to Neutral from Sell. Analyst Atif Malik said that supply tightness in TSMC’s (TSM) packaging business would be a tailwind for the US chipmaker. Packaging refers to when a finished chip is wired up and…

  • Why I'm A Tesla Bull Through And Through: Earnings Preview

    This article was written by 4.22K Followers Follow I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one…

  • Tesla (NASDAQ: TSLA) Stock Price Prediction and Forecast 2026-2030 (Jan 15)

    Tesla Inc.’s (NASDAQ: TSLA) share price rose about 4% but then gave up that gain in the past week. CEO Elon Musk announced that the company’s self-driving software would transition to a monthly subscription model, and rumors suggest Tesla is preparing to enter the Estonian and Latvian markets. Tesla stock is still 38.6% higher than…

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