Lastest Stories by Austin Smith

North Korea and Russia have a security pact Russia has a lot of discretion on how to interpret and intervene The relationship is complex Also: The Next Nvidia Is Ready To Soar Summary: Austin Smith...
North Korea has an enormous standing army. South Korea has a major technological advantage. Any conflict between the two would be very messy. Also: Analysts just named the Next Nvidia Summary Austin...
: North Korea has a large standing army Indirect methods or warfare are valuable, not decisive Also: Analyst just named The Next Nvidia Austin Smith and Michael Muir discuss the relevance of North...
: A unified Korea is messy, but both want it The military dictatorship and export democracy would likely be managed through a loose federation Also: The Next Nvidia could soar soon Summary: Austin...
: Korea’s strategic pivot to exports saved the country Tech companies like LG and Samsung have made the population wealthy The next biggest technology is AI, and there are three stocks that will...
The current border between the countries isn’t the original line. The two nations are still technically at war. A 1953 armistice has held things together. Also: Discover the Next Nvidia. Austin...
Geopolitics Are Complicated Austin Smith and Michael Muir discuss the historical context and events that led to the division of Korea into North and South Korea. They explain that Korea was...
: Wall St. remains bullish after the pullback AMD signaled ongoing strength in data centers Nancy Pelosi goes long while shorts exit Discover the three stocks that could be The Next Nvidia Nvidia...
Nvidia’s Run May Be Done Doug McIntyre and Lee Jackson discuss the dangers of investing in AI stocks, particularly the risk of buying at the peak and the potential for significant losses. They...
Nvidia Has Made Investors Rich Doug McIntyre and Lee Jackson discuss the recent concerns raised by Jim Cabello about the AI trade potentially hitting a wall. They reflect on the struggles of NVIDIA...
Some Ideas Are Too Bad To Invest In Doug McIntyre and Lee Jackson discuss their strong aversion to Beyond Meat (NASDAQ: BYND), citing the company’s initial promise and subsequent failures. Doug...
Ford Has Been Losing Too Much On EVs Doug McIntyre and Lee Jackson discuss Ford’s (NYSE: F) surprising decision to convert a Canadian EV plant into one that builds Super Duty trucks, reflecting a...
AI and EVs Are Looking Eerily Similar Doug McIntyre and Lee Jackson discuss the similarities between the current hype around AI and the past excitement for EVs, drawing parallels to the dot-com...
China Could Hurt Apple Investors Doug McIntyre and Lee Jackson discuss the recent all-time high of Apple’s (NASDAQ: AAPL) stock and the bold price targets set by analysts, including one at $300....
Nvidia Has Been The Best Stock To Own Doug McIntyre and Lee Jackson discuss Microsoft’s (NASDAQ: MSFT) recent performance, noting that despite the hype around its AI ventures, the stock hasn’t...