I ditched corporate America in 1994 and started a management consulting and venture capital firm (http://petercohan.com). I began following stocks in 1981 when I was in grad school at MIT and first analyzed tech stocks as a guest on CNBC in 1998. I became a Forbes contributor in
Tesla’s Battle Over Elon Musk’s Pay Package Could Slow Its Growth
Musk has lost his appetite for cutting electric vehicle costs. If you think he will lead Tesla to sell huge numbers of robotaxis and humanoid robots, buy the stock.
Why Microsoft, OpenAI, And Apple Likely Will Not Dominate Generative AI
With Microsoft, Apple, and OpenAI in the news, the generative AI winner is likely to continue to be Nvidia. The answers to these four tests explain why.
Apple Stock Dips As OpenAI Deal Prompts iPhone Threat From Elon Musk
Analysts expect Apple Intelligence to reduce demand for iPhones in the near term.
Nvidia Stock Could Rise 10-Fold On New $10 Billion Growth Vector
Nvidia's stock is trading at about $120 a share on June 10 after its stock split goes into effect. Sovereign AI demand could help boost Nvidia stock 10-fold by 2026.
Snowflake Stock Is 65% Below Peak But Nvidia Deal Fuels Optimism
While Snowflake stock has lost 28% of its value in 2024, a partnership with Nvidia could revive growth.