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GREY BRIEFING #21: Many headlines, market movement only with CPI data
Welcome back to the 21st GREY BRIEFING and happy fourth Advent! The past trading week was characterized by tension between political and macroeconomic headlines and a comparatively controlled market reaction. Inflation, monetary policy...
AMD – Stock Analysis
AMD, Advanced Micro Devices, is one of the key challengers in the global semiconductor market for high-performance computing, data centers, and AI infrastructure. The company is in the midst of transforming itself from a cyclical PC chip supplier to...
GREY BRIEFING #20: Fed week reveals the mechanics of the market
Welcome back to the 20th GREY BRIEFING and a happy third Advent! The expected interest rate cut by the Fed caused some short-term movement, but it quickly became apparent that the focus was not on the decision itself...
AppLovin – Stock Analysis
AppLovin has one of the most remarkable transformation stories in the tech industry over the past three years. What was still an unstable hybrid company in 2022 has now transformed into a high-margin, AI-driven performance marketing platform.
GREY BRIEFING #19: FOMC, Grey Week, and the anticipated market outlook
Welcome back to the 19th GREY BRIEFING, one day earlier than usual today. We wish you all a happy St. Nicholas Day! Before we start, you only have until tomorrow evening to submit your...
Berkshire Hathaway – Stock Analysis
Berkshire Hathaway—few names are more closely associated with long-term investments and disciplined capital allocation than Warren Buffett's. He has shaped the strategy of this conglomerate for decades. Currently, it comprises...
GREY BRIEFING #18: AI dream drives the market while the Fed shakes the foundations
Welcome back to the 18th GREY BRIEFING! At the beginning of the week, inflation figures, a mixed labor market picture, and a central bank that publicly discussed all options without a clear course dominated the headlines. At the same time, AI stocks pushed...
GREY BRIEFING #17: Nvidia flips the switch, the market swings between hope and caution
Welcome back to the 17th GREY BRIEFING! It was another one of those weeks that shows how quickly market sentiment can change. The market initially focused on...
Alphabet - Stock analysis
Alphabet is one of the pioneers in AI, cloud computing, and digital advertising. The company is currently attempting to translate the tremendous pace of innovation in the AI sector into predictable revenue from cloud services, ads, and workspace, while...