Archive

Oct 14, 2026

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4 min read

Apple’s new HomeView will take it to $10 trillion

My view is that HomeView gets mocked for a few months, then a full year of sales turns it into one of Apple's most popular products.

Oct 13, 2026

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3 min read

Fastest chips win: MSFT, GOOG, NVDA or CBRS?

Options trader Jon Najarian, “Anybody pinging both markets has to be on this line, or they’re dead.”

Oct 6, 2026

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3 min read

Forget Elon, the real Tony Stark is Palmer Luckey

No man ever steps in the same river twice, for it is not the same river and he is not the same man.

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