Latest posts
-
“AI Bubble Alert: How to Shield Your Portfolio from the Coming Crash”
The Warning Signs of a Market Bubble and How to Protect Your Portfolio Why These Market Signals Should Concern Investors Financial news and timeless investment wisdom point to a set of red flags that echo the classic warning signs from legends like Benjamin Graham, Philip Fisher, and Peter Lynch. When these signals align, they demand…
-
Navigating Market Extremes: Value Investing in Today’s Bubble-Tinged Environment
Navigating Market Extremes: Value Investing in Today’s Bubble-Tinged Environment Friends, let’s talk about what’s really happening in our markets today. We’re seeing something remarkable – the S&P 500 approaching historic bubble levels with valuations exceeding even the pre-2000 tech bubble. Nvidia trading at 25 times forward earnings, top tech companies making up 30% of the…
-
AMD vs Nvidia: Quality Assessment in the AI Chip Wars – A Value Investor’s Guide
AMD vs Nvidia: Quality Assessment in the AI Chip Wars – A Value Investor’s Guide The recent AMD-OpenAI partnership has sent shockwaves through the AI infrastructure sector, with AMD surging 23.61% in a single day. This development creates both opportunities and risks for value investors seeking to assess the quality of these competing chip giants.…
-
AI Gold Rush Meets Nuclear Renaissance: How Smart Investors Are Positioning for 2026
AI Gold Rush Meets Nuclear Renaissance: How Smart Investors Are Positioning for 2026 October 2025 – The investment landscape is experiencing a seismic shift as artificial intelligence infrastructure demand collides with a nuclear energy renaissance, creating both extraordinary opportunities and significant valuation challenges for discerning investors. The AI Infrastructure Boom: Separating Substance from Hype AMD’s…