Follow the Pundits
Tag: Tech Stocks
🚀 Ken Fisher’s 2025 Performance Review: The $300B AI & Tech "Flex"
Ken Fisher didn’t chase alpha in 2025—he owned the market’s center of gravity. A $300B portfolio, 1,000+ stocks, and one clear message: sometimes the obvious winners win.
NVIDIA (NVDA) Stock Analysis 2026: Is the AI King Still Investable? 🚀
NVIDIA isn’t just riding the AI wave—it is the wave. But at $172, is NVDA still a smart play, or are investors dancing a little too close to perfection?
ARKK 2025: The “Mojo” Is Back (But the Volatility Never Left)
ARKK crushed 2025, face-planted in early 2026, and reminded everyone why Cathie Wood’s fund is the wildest ride in innovation investing. Fun, data-driven, and brutally honest about the volatility.
Alfred Lin of Sequoia Capital Buys $100 Million Worth of DoorDash Stock. Will The Shares Deliver?
When Sequoia’s Alfred Lin drops a $100M insider buy on DoorDash, investors pay attention. DASH is growing fast, expanding globally, and courting robots — but is the stock about to deliver… or disappoint?
Rapid7 (RPD): Slow Growth, But Jana Sees Value & Institutions Are All In
Rapid7 (RPD) just caught hedge fund JANA Partners’ eye with a $15M insider buy. Institutions are piling in, but growth remains slow. Is this a value gem in cybersecurity or just another trap? We break it down with humor, icons, and insights.
Cathie Wood’s Ark Bought More Teradyne (TER)… Should You?
Cathie Wood is doubling down on Teradyne, a robotics and semiconductor test powerhouse with a $1B buyback plan and big AI dreams. Should investors follow? Our fun, fact-filled breakdown has you covered.
Warren Buffett’s Berkshire Hathaway and Renaissance Like Verisign. Should You Register Too?
Berkshire bought big. Renaissance holds strong. Is Verisign (VRSN) a quiet winner—or is the best already priced in? Let’s decode the signals.