* This is my 24th year of compiling my Surprise List! * Nothing is more obstinate than a fashionable consensus. * My Surprise List recognizes that, over the course of time, conventional wisdom is often wrong — as a socie…
Read in context ›GameStop Stock (GME)
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85 articlesDaily Diary Mentions
11 mentionsPrelude to My 10 Surprises for 2026 (First Movement) Random Weekend Thoughts * The budget, DOGE, the equity and bond markets, gold, CoreWeave and more... * The budget is screwed. DOGE will likely not be as effective as it should be due to the legal and political pushback (never thought I would se…
Read in context ›More Tales From Nvidia: We're 'Hallucinating' About AI I am sure many saw the Alibaba BABA announcement yesterday morning: Alibaba Says It Has an Answer to DeepSeek: Superior AI . Per my prior message on export controls, I strongly suspect Alibaba also has a treasure trove o…
Read in context ›For the Loser Now May Be Later to Win * The herd of the consensus has rarely been so crowded * As the many prophets of prosperity battle (to defeat?) the few prophets of doom * But, to me, the times may be a-changin' and investors might now be blinded by tha…
Read in context ›Prelude to My 15 Surprises for 2025 (First Movement) * This is my 23rd year of compiling my Surprise List (which jumps in number by five this year)! * Nothing is more obstinate than a fashionable consensus. * My Surprise List recognizes that, over the course of time, conve…
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