The iPad Will See You Now……
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Who’s Got the Silver?
It’s a way more important question than it was a couple of years ago:
Seven Stars of the SMH
Over the past couple of decades, semiconductors have been the superstar of the equity world. I went through the twenty-five biggest components of the SMH (ETF for semiconductors) and plucked out the ones which seemed to be the most jaw-droppingly consistent in their performance (you’ll notice NVDA isn’t here, which has been pretty raspy for a half year now).
(more…)
The Loneliest Bar
Energy Pills
Before the market opened, Meta announced big deals with three nuclear energy providers (Oklo, Vistra, and TerraPower, which is private). I’ve put OKLO and VST below along with a related company, Nano Nuclear, all of which blasted higher. I wasn’t short any of this, mercifully, although I did short into strength for OKLO. I wanted to get into VST as well but, sadly, thinkorswim (my source for portfolio quotes) is still throwing out random garbage numbers for VST, which makes it impractical, so – – that’s the silliest reason ever for not taking a position, but that’s the truth!
