Whether it’s NVIDIA’s tailwind from blockchain technology or Taiwan Semiconductor’s unwarranted downgrading from obtuse analysts, the fundamentals for our portfolio holdings remain solid. Read More
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Driving the bull market is the technology sector, as exemplified by our fast-rising tech all-stars. Here’s an update. Read More
Our picks have enjoyed a phenomenal third quarter. Here, I calibrate our buy targets, mostly on the upside. Read More
As additional quarterly operating results pour in, it’s apparent that our portfolio holdings are well chosen and well-positioned for market-beating growth. Read More
New statistics and operating results show that the VR/AR industry continues to thrive. Here’s a look at the latest developments among the related stocks in our portfolio. Read More
Go ahead, pop the champagne. Our portfolio holdings racked up impressive operating results in the latest quarter. Read More
Buying the June dip in this semiconductor testing winner has paid off handsomely. Read More
Some investors are getting spooked by this tech innovator’s patent disputes with Apple, Samsung and AT&T, but we’re not overly concerned. Read More