Portfolio Pros

05/29/2026

Nvidia is investing billions into this emerging tech that could change AI

Photonics is considered to be a more efficient alternative to the current process of transferring data using electricity, which could be crucial to the AI boom.

05/23/2026

https://www.barrons.com/articles/nvidia-nvda-stock-price-ai-chips-cfe27c9d

Nvidia is offering more details about its data-center business. The new disclosure is meant to assuage investor worries about future growth.

05/18/2026

NextEra to buy Dominion in a deal that unites key players in the race to power AI

Dominion powers the world's largest data center market in Northern Virginia. NextEra is the biggest renewable energy developer in the U.S.

05/13/2026

Historically, when the 30-year yield has held above 5% for extended periods, it has preceded significant market corrections, such as during the 2000 Dot-com crash and the 2008 Financial Crisis. Keep an eye on how long this yield stays above 5%.

05/10/2026

The net profit figures from Nvidia are absolutely staggering

05/10/2026

Sometimes a coupe solid sector ETFs is all you need to participate in a long term revolution.

05/06/2026

It’s difficult to comprehend the price action of AI stocks but what is that same price movement telling us about potential future earnings and growth?

Sometimes revolutions, while volatile in terms of price action, can be underpriced over the long term. People scream bubble but those aren’t actually all that common. Many times the market itself is telling us where to pay attention.

05/01/2026

Data Center spending is holding up the US economy with massive investments to meet compute demands

04/23/2026

The rapid evolution of AI capabilities has software stocks on the ropes but is that justified? Are enterprise level software providers oversold? Or are they truly vulnerable to swift disruption?

04/17/2026

Nasdaq has only had a 12 day winning streak 3 times in its entire history. There has never been a 13 day streak.

Today was day 12.