Both mean more GPUs are needed, not fewer.

Thanksgiving is around the corner, but on the New York Stock Exchange, it’s Groundhog Day.

Earlier this year […]

A normal market correction is underway

Following six straight months of gains, we finally have entered into a significant market pullback. As you may recall, we expected […]

Net Worth comes in many forms, but without cash flow, it is worthless

In any Jane Austen novel net worth is never mentioned. But income! – that was everything. “He has […]

Focus on the basics

Picture the following person: she has a high income and it’s only going up. She spends less than she makes and has accumulated […]

Know when to hold ’em, know when to fold ’em

The goal of our investment process at Dock Street is to find businesses we can own for […]

Computation is Driving Intelligence

When you start a car and leave it in park, that’s called idling. The machine is on, but there’s no forward progress. Driving […]

Trying to understand Wall Street skeptics

Is Artificial Intelligence just another bubble? The answer seems to be “yes” for many technology stock analysts. Listening to tech company […]

What’s happened since January?

Earlier this year, the markets were shocked by a Chinese AI model called DeepSeek. Lots of hasty conclusions were drawn by the media […]

September and October are often difficult for stockholders

September is historically the worst month for stocks and October has provided investors with some of the most historically […]

Something we haven’t heard lately

Nearly ten years ago, I needed to call one of our largest clients at the time to let him know that his […]