Nvidia’s networking business is becoming a major growth driver, expanding its role across the entire AI infrastructure stack. Read why NVDA stock is downgraded to buy. Nvidia’s Next Act St...
Costco’s moat is intangible; it’s a prepaid subscription business growing 10%+ with sub-10% churn, throwing off ~$1B a year. Click here to read my analysis. Costco Q3 Earnings: The Flywhee...
A business owner in Pittsburgh is saying she’s not worried that her anti-ICE social media posts could cost her customers, saying she is more concerned about her anti-ICE advocacy than anything...
Thanks to Donald Trump’s hardline immigration policies, it’s much harder for high-skilled tech workers to apply for the American H-1B visa these days. But a new type of tech worker visa is on the rise...
