Rob’s Fundamental Stock Analysis

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January 2025

Deepseek: What You Need to Watch for
Optimization 2.0 could kill the cloud golden goose
 • 
Rob's Educated Guesses
A $3 trillion dollar black box
A clarion call for better transparency
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Rob's Educated Guesses
A $3 trillion dollar black box
A clarion call for better transparency
 • 
Rob's Educated Guesses
2024: What Could Go Right!
2025: What Could Go Wrong?
 • 
Rob's Educated Guesses

December 2024

November 2024

My NVDA Call
When your stock is the biggest component of the QQQ at 8.86%, it seems rather important to the markets, right?
 • 
Rob's Educated Guesses
Escalator Up, Elevator Down
The market has defied classic investment logic for many years now with the “buy, hold and buy more strategy” on dips winning handsomely.
 • 
Rob's Educated Guesses
React to the Reactions and Over-Reactions
Could be an Epic Week for Trading
 • 
Rob's Educated Guesses

October 2024

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