Yahoo Finance Canada

Microsoft's shares are too expensive for me

Microsoft remains an exceptional business, but the share price assumes too much persistence in AI led growth and too little operating risk. I see a strong franchise being valued as if growth, margins and stability… Show More

NVIDIA (NVDA): Institutions Buying Big

NVIDIA Corporation $NVDA keeps growing sales, staying at the forefront of the world’s technology waves. No wonder Big Money institutional investors are pouncing.

NVIDIA’s products continue to be at the forefront of… Show More

Apple’s share price leaves no room for safety

Apple remains an exceptional franchise, but I think the market is pricing it as if growth, risk and resilience can all stay unusually favourable at once. At about US$268 a share, that leaves too much downside… Show More

Amazon's shares are too expensive for me

Amazon remains an exceptional business, but I think the share price assumes too little risk. The issue is not whether the company can grow, but whether investors are being paid enough for the AI investment cycle… Show More

Alphabet is priced too high for me

I think Alphabet remains a superb business, but the shares still price in a best case. The market is paying for strong AI driven growth, resilient margins and unusually low risk at the same time, and that combination… Show More

Starlink Owns the Sky — Verizon Owns Everything Under It

Verizon's $VZ pullback from $52 looks like a casualty of the Starlink narrative. The structure of price suggests the market may be misreading the threat.

The headlines have not been kind to Verizon… Show More

NXP Semiconductors' important part in the quantum security gold rush

Recently in my growth stock letter, I laid out my thesis around the quantum security gold rush. Specifically, I mapped the software layers of the quantum security migration —the internet-scale… Show More

Cloudflare (NET) is a top quantum security tollbooth stock

Cloudflare $NET handles over 20% of all global web traffic. It’s the internet’s invisible built-in bodyguard and turbo booster.

The company runs a massive global network of servers that sits between… Show More

I’d avoid Quantum Computing (QUBT) for now

Quantum Computing $QUBT is a popular quantum stock with 21 million in average daily volume and a market cap of about $1.9 billion. And while things could eventually change, I’m certainly not a fan of it… Show More

AMD’s AI promise is real

But the valuation is too high. At US$236.73 a share, Advanced Micro Devices, Inc. is being valued as if the next few years will be both exceptional and unusually clean. I do not think the numbers add up. The business is improving,… Show More