AMD’s recent 13% slide has shaken investor confidence, but sharp downturns often precede equally sharp recoveries in high-beta growth names. For those sitting on losses, one tactical approach is to sell the underlying AMD shares—locking in a realized loss that could carry tax advantages—and re-enter exposure via AMUU, the 2x leveraged ETF tied to AMD. This rotation reduces … [Read more...] about Resetting AMD Exposure: A Tactical Rotation into AMUU
Briefing
China: When Invasive Species Come With the Cargo
From a high vantage over a pearl-gray bay, the scene feels both ordinary and momentous. A colossal blue container ship slides past like a moving wall, the white block letters “COSCO SHIPPING” spanning the hull so broadly they read as a state banner. Tier upon tier of multicolored boxes climb toward the wheelhouse, a man-made cliff face that dwarfs the tugs and pier furniture … [Read more...] about China: When Invasive Species Come With the Cargo
OpenAI’s Bid to Challenge LinkedIn
OpenAI’s announcement that it is building a jobs platform to compete directly with LinkedIn is one of the most strategically disruptive moves the company has made since launching ChatGPT. On the surface, this might look like a bold extension into a crowded space, but in reality, it reveals a calculated bet on where the future of work and hiring is headed: AI-driven matchmaking, … [Read more...] about OpenAI’s Bid to Challenge LinkedIn
Tesla’s Trillion-Dollar Absurdity
Tesla’s board floating the idea of a compensation plan for Elon Musk worth up to $1 trillion is not bold innovation; it is corporate governance theater bordering on reckless. No matter how it’s dressed up with performance milestones and shareholder-alignment rhetoric, the figure itself is grotesque. A trillion-dollar package is not compensation—it is a grotesque transfer of … [Read more...] about Tesla’s Trillion-Dollar Absurdity
Broadcom’s AI-Fueled Quarter Signals Tailwinds for the Entire Sector
Broadcom’s third quarter results have all the hallmarks of a market-moving report, not only for the company itself but for the broader AI ecosystem. The numbers were striking: $15.95 billion in revenue, up 22 percent year-over-year, and $8.4 billion in non-GAAP net income, with AI semiconductor revenue alone surging 63 percent to $5.2 billion. The forecast that AI chip sales … [Read more...] about Broadcom’s AI-Fueled Quarter Signals Tailwinds for the Entire Sector