Saturday Night Quarterback Part 2 says (on a Sunday), for the week ahead expect…
A week of Big Tech earnings reports will confirm or reverse what sure looks like a sector rotation away from tech shares and into metal and mining company stocks.
Z-SYMBOLS
Chip supply bottlenecks are getting serious
Taiwan Semiconductor Manufacturing (TSM) has told Nvidia (NVDA) and Broadcom (AVGO) that its advanced capacity is effectively fully booked through 2026 and that it cannot meet all of their requested AI chip volumes.
Could memory chip shortages, price hikes put tech earnings at risk?
Prices for memory chips are forecast to soar in 2026. but what just as bad/even worse it looks like chip customers are looking at serious supply shortages during the year.
Higher prices and supply shortages could be enough to put earnings at risk at some high multiple cloud and AI companies.
Is Taiwan’s chip industry moving to the U.S.?
Taiwanese semiconductor and tech companies, led by Taiwan Semiconductor Manufacturing (TSM), the chip foundry critical to global AI supply chains, have committed at least $250 billion in investmentS to build and expand chip, energy, and AI production capacity in the U.S.
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Saturday Night Quarterback says, for the week ahead expect…
I expect more volatility as forth quarter earnings season picks up speed. Next week, despite the short week created by Monday’s Martin Luther King holiday, 157 companies are scheduled to report earnings with highlights that include Netflix (NFLX) on Tuesday; and General Electric (GE),Procter & Gamble (PG), and Intel (INTC) on Thursday.
Atlantic wind projects are back on again–but for how long? Time to buy more EQNR
I already own Equinor in my Dividend and Jubak Picks portfolios. Today, January 16, I’m adding the shares to both my Volatility Portfolio.
Google’s Gemini looks on track to catch OpenAI’s Chat GPT
Alphabet/Google’s Gemini AI is rapidly gaining momentum, with 30% growth in monthly active users versus ChatGPT’s 6% growth between August and November 2025.
Nvidia speeds things up in AI
I’d argue that the bIg news out of the 2026 Consumer Electronics Show in Las Vegas so far isn’t about new chips, or flashy hardware across TVs, PCs, phones, and robots.
It’s all about speed: Nvidia (NVDA) pushed up the launch schedule for its new Vera Rubin AI computing platform by several months from late 2026 to the middle of 2026. Vera Rubin promises about 10x higher throughput and 10x lower token cost than the prior Grace Blackwell platform. The chip now looks be available to customers in the second half of 2026. Cloud partners like AWS, Google Cloud, Microsoft, and CoreWeave planning Rubin-based instances starting in that second half 2026 window.
Copper continues surge on speculative, fundamental short squeeze
Copper is up 44% in theist 12 months and the rally looks set to continue on a conjunction of a speculative and fundamental short squeeze. Today, Tuesday January 6, copper extended a powerful rally through $13,000 a ton for the first time. Three-month futures surged as much as 3.1% to a record $13,387.50 a ton on the London Metal Exchange on Tuesday, surpassing a peak set on Monday. So what’s driving this explosion?
CME hike to margin requirements for gold and silver pause the rally–for a moment–I’d buy on the dip
It’s not surprising to me that the Chicago Mercantile Exchange’s decision to hike margin requirements for gold and silver trading not once but twice in a week took a bite out of gold and silver prices. What is surprising to me is how small the drop in prices for gold and silver have been relative to the historic gains the two metals recorded in 2025. I’d buy, especially silver, on the dip.
Procrastinators alert! You’ve got two more days in 2025 for tax loss selling
I hope you’ve done well in the stock market in 2025. As of the close on December 29, the gain for the Standard & Poor’s 500 for 2025 was 19%. Which makes it especially important to search for any potential candidates for tax loss selling to off set any realized gains you took in 2025. (Like, for example, if you traded in and out and in again on Nvida (NVDA) or Broadcom (AVGO).)
The rules for generating a tax loss give you just two more days to sell in 2025.
Saturday Night Quarterback says, on a Sunday, for the week ahead expect…
I expect the huge 2025 rally in gold and silver to finish the year strong. But with the possibility of volatility as institutional investors try to game the next move in precious metals. In case you’re not up to date on this rally, gold was up 76% for 2025 as of December 26. Silver was up 160%. Gains like those inevitably fill investors heads with thoughts of corrections and reversions to the mean. But I think selling now is premature.
Jim’s Stock Alerts
COLDAmericold Realty Trust, Inc.
WMTWalmart Inc.
NVDANVIDIA Corporation
CMICummins Inc.
PAASPan American Silver Corp.
TBFProShares Short 20+ Year Treasury ETF
IGOViShares International Treasury Bond ETF
FXYInvesco CurrencyShares Japanese Yen Trust
UUPInvesco DB US Dollar Index Bullish Fund
BABATencent Holdings Limited
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