Keir Starmer is running out of patience with the social media platforms, after Meta and Google’s landmark legal defeat in Los Angeles. But this ‘strongest intervention yet’ comes years too late I’m past the stage in my parenting journey where I could have any influence over my kids’ screen time. They would be much more likely to invade my privacy, grab my phone, perform some search in settings tha...
Keir Starmer is running out of patience with the social media platforms, after Meta and Google’s landmark legal defeat in Los Angeles. But this ‘strongest intervention yet’ comes years too late I’m past the stage in my parenting journey where I could have any influence over my kids’ screen time. They would be much more likely to invade my privacy, grab my phone, perform some search in settings that I don’t understand, wonder out loud how it’s possible for WhatsApp to take up that many hours in a person’s day, and I would say, “What goes on between a person and their phone is a sacred and never-to-be-breached thing.” But, I still keep up with government pronouncements on the matter of phones and young people, in my quest to unlock a deeper mystery: how did Labour get so unpopular? I know why they’re unpopular with me; I could make a stab at why they’re unpopular with Reform voters and with Conservatives. What I don’t understand is how they fell foul of the squashy middle: the people who, given the choice, would always rather agree with the guys in charge; the people who’d identify as the centre; the people who determinedly don’t follow politics, don’t have strong views, and just wish it could go about its business more quietly. That army of compatriots whose impartiality makes them, let’s be honest, extremely easy to hang out with must have also turned against the government, otherwise it wouldn’t be getting such awful polling numbers . Last week marked new heights for a governing party in attracting negative attention. Explanations such as “Everyone hates politicians now”, and “They can’t seem to make their minds up, and people don’t like that” seem plausible but insufficient. Continue reading...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices, Inc. ( AMD ) continues to enjoy the accelerating demand for its server CPU and Instinct portfolio offerings, delivering strong double-digit financial growth. But the company’s stock price is down almost by 5% since my previous coverage and showcases weak performance since the beginning of the year. Last time, I wrote about two key...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices, Inc. ( AMD ) continues to enjoy the accelerating demand for its server CPU and Instinct portfolio offerings, delivering strong double-digit financial growth. But the company’s stock price is down almost by 5% since my previous coverage and showcases weak performance since the beginning of the year. Last time, I wrote about two key factors that give AMD a strategic competitive position over Nvidia ( NVDA ) beyond 2026. Going forward, the launch of the Rubin generation by Team Green provides a strong validation for AMD’s Helios system. Nvidia brought LPU accelerators and significant adjustments to its new platform, likely in an attempt to cover the solid progress in AMD’s CDNA architecture and ROCm software stack. And with this follow-up, I would like to strengthen my bullish call on AMD, which has the largest contractual agreements for AI accelerators on the market. The company also signalled for a strong supply chain position and production ramp-up, which could unlock at least 15% upside potential for the AMD stock price. Time to shine The semiconductor players are going through a harsh market environment since the beginning of the year, as the geopolitical tensions merely add fresh pressure to the already sensitive industry. The main chip stocks have been under increased scrutiny due to the AI bubble fears, spiked by the unprecedented capital investment budgets by large hyperscalers. And while the semiconductor industry is coping with a memory crunch, the Middle East tensions raise further the supply chain concerns. Data by YCharts As a result, Nvidia and AMD fell to the red territory, matching the overall weak performance of the technology sector as a whole. But looking at the financial performance, AMD delivered significant momentum in its data center AI business. The company revealed $10.3 billion in sales for the fourth quarter of 2025, which grew by 34% YoY thanks to the EPYC and Instinct sale...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices, Inc. ( AMD ) continues to enjoy the accelerating demand for its server CPU and Instinct portfolio offerings, delivering strong double-digit financial growth. But the company’s stock price is down almost by 5% since my previous coverage and showcases weak performance since the beginning of the year. Last time, I wrote about two key...
JHVEPhoto/iStock Editorial via Getty Images Advanced Micro Devices, Inc. ( AMD ) continues to enjoy the accelerating demand for its server CPU and Instinct portfolio offerings, delivering strong double-digit financial growth. But the company’s stock price is down almost by 5% since my previous coverage and showcases weak performance since the beginning of the year. Last time, I wrote about two key factors that give AMD a strategic competitive position over Nvidia ( NVDA ) beyond 2026. Going forward, the launch of the Rubin generation by Team Green provides a strong validation for AMD’s Helios system. Nvidia brought LPU accelerators and significant adjustments to its new platform, likely in an attempt to cover the solid progress in AMD’s CDNA architecture and ROCm software stack. And with this follow-up, I would like to strengthen my bullish call on AMD, which has the largest contractual agreements for AI accelerators on the market. The company also signalled for a strong supply chain position and production ramp-up, which could unlock at least 15% upside potential for the AMD stock price. Time to shine The semiconductor players are going through a harsh market environment since the beginning of the year, as the geopolitical tensions merely add fresh pressure to the already sensitive industry. The main chip stocks have been under increased scrutiny due to the AI bubble fears, spiked by the unprecedented capital investment budgets by large hyperscalers. And while the semiconductor industry is coping with a memory crunch, the Middle East tensions raise further the supply chain concerns. Data by YCharts As a result, Nvidia and AMD fell to the red territory, matching the overall weak performance of the technology sector as a whole. But looking at the financial performance, AMD delivered significant momentum in its data center AI business. The company revealed $10.3 billion in sales for the fourth quarter of 2025, which grew by 34% YoY thanks to the EPYC and Instinct sale...
nazar_ab/E+ via Getty Images Main Thesis & Background The purpose of this article is to recap Q1 2026 and think ahead at the rest of the year and discuss why I am very confident we will see a rebound for US stocks. This is against the backdrop of the NASDAQ and Dow Jones hitting correction territory (defined as a drop of 10% or more), with the S&P 500 just shy of this metric. In the last month of ...
nazar_ab/E+ via Getty Images Main Thesis & Background The purpose of this article is to recap Q1 2026 and think ahead at the rest of the year and discuss why I am very confident we will see a rebound for US stocks. This is against the backdrop of the NASDAQ and Dow Jones hitting correction territory (defined as a drop of 10% or more), with the S&P 500 just shy of this metric. In the last month of 2025, I discussed why I believed US stocks were ripe for a correction, and here we stand today - 3 months later - and that has in fact come to fruition: Prior Article (Dec 2025) (Seeking Alpha) So what I expected to happen did indeed happen, but now, rather than taking a victory lap, I need to determine where we go from here . The next move in the market is always the most important one, in my opinion, and figuring out how to play this sell-off is of paramount interest. Fortunately, I see multiple reasons to be optimistic about the year ahead. The market has sold-off for good reasons, so weighing the risks carefully now is a must. But I believe some of the issues we face, such as a military conflict and continued trade battles, will resolve themselves with time. The US market is very resilient, and I don't see any storm brewing that it won't be able to weather in the same fashion that it has in the past. As a result, I will be laying out the case for getting bullish again on US stocks in this article and why I see "correction" territory as a good a time as any to start deploying some cash. Now That Stocks Have Dropped, Selling Feels Late To begin this review, I want to discuss why investors need to drown out the noise most of the time and keep a long-term perspective. Corrections happen; they are inevitable, and while the market has never "guaranteed" a rebound, it has always happened. So what concerns me more is not the correction itself, but rather how investors might react to that correction. What I mean is that if you had the foresight to plan ahead for the correction, ...
Federal Reserve Chair Jerome Powell speaks during a press conference following the Federal Open Markets Committee meeting at the Federal Reserve on March 18, 2026 in Washington, DC. Anna Moneymaker | Getty Images Federal Reserve Chair Jerome Powell , in a wide-ranging talk at Harvard University, said Monday that he sees inflation expectations as grounded despite rising energy prices and no signs y...
Federal Reserve Chair Jerome Powell speaks during a press conference following the Federal Open Markets Committee meeting at the Federal Reserve on March 18, 2026 in Washington, DC. Anna Moneymaker | Getty Images Federal Reserve Chair Jerome Powell , in a wide-ranging talk at Harvard University, said Monday that he sees inflation expectations as grounded despite rising energy prices and no signs yet of a widespread crisis in private credit. As his term leading the central bank nears an end, Powell avoided questions about the longer-term direction of interest rates or inclinations his designated successor has espoused. In the near term, he said the proper move is to look beyond the short-term gyrations of the energy market and focus on the Fed's goals of stable prices and low unemployment. "Inflation expectations do appear to be well anchored beyond the short term, but nonetheless, it's something we will eventually maybe face the question of what to do here," he said during a question-and-answer question with a moderator and students. "We're not really facing it yet, because we don't know what the economic effects will be, but we'll certainly be mindful of that broader context when we make that decision." As he has in the past, Powell said he believes the current rate target, in a range between 3.5%-3.75%, is "a good place" for the Fed to sit as it observes events currently playing out, including the Iran war and the impact tariffs are having on prices. The comments appeared to register in financial markets, with traders no longer pricing in a significant chance of a rate hike this year. As recently as Friday morning, traders were looking at a better than 50% probability of a quarter percentage point increase amid expectations the Fed would react to the surge in energy costs. Powell said doing so could have negative effects on the economy. He noted that Fed rate moves have a lagged impact on the economy, so moving now wouldn't help the inflationary impact of the Iran...
scanrail/iStock via Getty Images Gevo ( GEVO ) jumps 12.9% in Monday's trading after unveiling plans for a potential expansion at the site of its Gevo North Dakota facility by adding a second ethanol production facility with targeted production capacity of up to 75M gal/year of low-carbon ethanol. Combined with a previously announced expansion that would increase the existing facility’s capacity f...
scanrail/iStock via Getty Images Gevo ( GEVO ) jumps 12.9% in Monday's trading after unveiling plans for a potential expansion at the site of its Gevo North Dakota facility by adding a second ethanol production facility with targeted production capacity of up to 75M gal/year of low-carbon ethanol. Combined with a previously announced expansion that would increase the existing facility’s capacity from 67M gal/year to 75M, the site would produce ~150M gal/year of low-carbon ethanol, more than 400K metric tons of captured carbon dioxide, and additional animal feed and corn oil, the company said. Gevo ( GEVO ) said the biogenic, clean carbon dioxide supports the company's growing carbon business, including increased low-carbon fuel and the growing voluntary carbon dioxide credit markets. "By building on the engineering and development work we started for another project, we believe that with this expansion we can efficiently deploy capital, reduce risk, and expand our carbon business while producing clean, low-carbon fuels and coproducts," Gevo ( GEVO ) President Paul Bloom said. More on Gevo Gevo Q4 2025 Earnings Call Presentation Gevo Discusses Leadership Transition and Strategic Vision for Future Growth Transcript Gevo: Conditional DoE Support Sparks Hope, But Execution Risk Remains High
Joey Ingelhart/E+ via Getty Images Vista Energy, S.A.B. de C.V. ( VIST ) is a shale oil and gas producer primarily operating out of Argentina. Most of the revenue and income is attributable to the production and sale of oil, which remains the key focus for the company as a business and for investors in forming their opinions for the time being. At the present price of $74.21 , VIST is trading at a...
Joey Ingelhart/E+ via Getty Images Vista Energy, S.A.B. de C.V. ( VIST ) is a shale oil and gas producer primarily operating out of Argentina. Most of the revenue and income is attributable to the production and sale of oil, which remains the key focus for the company as a business and for investors in forming their opinions for the time being. At the present price of $74.21 , VIST is trading at a valuation of ~11.5x its trailing earnings for FY25. The diluted EPS for FY25 was $6.71 , up from $4.63 for FY24, a significant growth of ~45%. With an enterprise value of around $10.6 billion and a company-defined adjusted EBITDA of $1.6 billion , the EV/EBITDA multiple comes to ~6.7x The company generated $2.74 billion in total revenues for the year. This figure is important because the realized oil price was $58.9 per barrel for the company. The key point this suggests is that it was volume-led growth rather than price-led. The realized oil price of $58.9 was ~12% below the previous year's realized price. This increases the quality of earnings. Moreover, current oil prices for CY26 are significantly higher than the realized prices of previous years and are expected to remain elevated for the time being. This macro-tailwind, specifically the crude oil related supply shocks, would materially benefit the company. This is also visible in the share price appreciation so far for the company. VIST, by virtue of its aggressive expansion strategy, is positioned to be a key beneficiary of these increased oil prices. The company is able to realize the benefit of both increased oil production and better sales realization, leading to meaningful income growth for the current year. Data by YCharts Taking into account the current oil price trajectory, VIST, despite being up over 50%, similar to many other oil players, still seems to possess an investment proposition for investors desiring exposure to entities that directly benefit from both business fundamentals and market re-ratings du...