Street Analysis
Intersection of Main Street and Wall Street
recent posts
- Inspiring Story about 88-Year-Old Working Man: Can We do the Same for Our Country?
- Tesla ($TSLA) – Back from the Brink & Ripe Target for Shorting by the Venturesome?
- Big Bear Case Study & The Source of Current AI Mania: Nvidia (NVDA) – Repeat of Dot-Com Bubble Era and Cisco Systems Story
- Big Bear Case Study & The Biggest Poster Child of Current AI Mania: Tesla (TSLA)
- Capex Binge & Race to the Bottom: The Winner is…Oracle
about
Jitendra (Jay) Patel
jpatel51@yahoo.com
Category: Uncategorized
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Early this month, about 15,000 strangers came to the rescue of an 88-year-old proudly working man in Michigan, a veteran, as a cashier at the Meijer supermarket from the dreadful life. Pretty generous lot gifted the man, Ed Bambas, with a $1.8 million check to retire gracefully and in dignity when one should enjoy the…
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One Down, Three More to Go! We covered the four pillars of the market insanity back in September in the post titled as “House of Cards & Four Pillars: OpenAI, Nvidia, Tesla & Oracle”. One of the four pillars, last in the list, Oracle ($ORCL) stock is down close to 50% from its peak on September…
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What is the source of the current AI (artificial intelligence) stock mania? By far, majority of the conscious investors can answer that it is Nvidia (NVDA) and/or OpenAI, a private enterprise, and broadly speaking it is a true answer. However, this much also can be said that the main engine behind this explosive growth of…
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Who is the biggest poster child of the current AI stock mania? One would think in the big bear community that it is Nvidia (NVDA) hovering around $183 per share and $4.5 trillion market cap down from $5 trillion little over a month ago. Nay…it is Tesla (TSLA) with the price tag of $455 per…
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“You can fool all the people some of the time, and some of the people all of the time, but you cannot fool all of the people all of the time.”, the quote, widely attributed to the President Abraham Lincoln, says it all of current times. Time has come and the Truth is out…for the…
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Oops! These are the words we can use for the ‘heart’ of America, which is ‘governance’, as it just skipped the beat. Federal Government shutdown ended with the stunning defeat of democrats. They stood for something (healthcare) yet achieved nothing. Republicans stood for nothing and gained everything. Similar, oops was said from the financial market’s…
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So much for the AI hype and circular contracts that we have seen as of late! Yesterday, Super Micro Computer (SMCI), high performance computing server manufacturer, which saw its revenue skyrocket along with Nvidia (NVDA) almost 10 times in a short few years, to support the plumbing of eagerly anticipated and participated AI gold rush,…
