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About Michael
Michael Murphy, CFA, has been writing technology investment newsletters for 38 years. He has been a security analyst on the buy-side and sell-side, director of research, mutual fund manager, hedge fund manager, venture capitalist, and CEO of a software company. For the very difficult market in the five years 2008-2012, Mr. Murphy's New World Investor newsletter was rated #1 by The Hulbert Financial Digest.
Michael's Articles
Nvidia Corp. (NVDA) will benefit as the Artificial Intelligence (AI) buildout continues. Amazon.com Inc. (AMZN) announced a $38 billion deal to provide OpenAI access to hundreds of thousands of Nvidia GPUs to be deployed by Amazon Web Services. Note that the much-vaunted Amazon custom processor is not part of this deal, highlights Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
The S&P 500 Index (^SPX) added 1.3% in the last two weeks and hit a new all-time record Friday. It’s up 14.2% year-to-date – and AI-related stocks have accounted for 75% of S&P 500 returns. If the AI revolution plays out like the dotcom revolution, as I expect it will, the underinvested have a few years of pain ahead, observes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
We’ve done well in AI-related tech stocks, and here the question is whether it’s January 1999 or March 2000. Meanwhile, I like the content delivery network company Fastly Inc. (FSLY), writes Michael Murphy, editor of New World Investor.
Michael Murphy
TECHNOLOGY
Tickers: FSLY
Ethereum has surged 60% over the past month to hover near $3,800, its highest level since January. The iShares Ethereum Trust (ETHA) remains the cheapest and easiest way to buy Ethereum, and it IS a “Buy” for the coming explosion in token-funded start-ups, advises Michael Murphy, editor of New World Investor.
Michael Murphy
CRYPTOCURRENCIES
Tickers: ETHA
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