Investment & Review Archives

Jensen’s AV narrative devoid from addressing core challenges proposes simulation and synthetic data for AI to cause Nvidia stock bubble

Jensen’s AV Narrative: Driving Innovation or Inflating Nvidia’s Stock Bubble?

At CES 2025, Nvidia CEO Jensen Huang delivered an ambitious proclamation: autonomous vehicles (AVs) have arrived. Citing the progress of Waymo and Tesla in the AV race, Huang unveiled a…

Affordable supercomputers must be leveraged to fuel and win disruptive innovation narratives in key applications like Agents and AI robots.

View Post

Affordable Supercomputers: Will It Jack Up Nvidia’s Stock Price?

Nvidia has been a prominent player in the AI computing revolution, and its stock performance has been nothing short of extraordinary. From a modest $12 per share in October 2022…

Technology decisions affect stock prices as they either create and sustain ability to ferret out economic value or drive them on erosion path

View Post

Technology Decisions Affect Stock Price and Firms’ Market Value

The financial performance of companies like Apple, GE, Nokia, and Tesla provides a fascinating lens through which to examine the unpredictability of stock prices due to technology decisions. Over the…

Role of Engineers: Innovators and Decision-Makers in Leveraging Emerging Technologies

The role of engineers has evolved significantly over time. Historically, engineering was primarily focused on applying technology to solve economic problems through design, construction, deployment, and maintenance of solutions in…

Hype Cycle is caused by the stock sharks by manipulating the ignorance of small investors about reinvention dynamics, unleashing disruptive innovation effect

View Post

Hype Cycle–Avoid Buying at Peaks and Selling at Troughs

The share price of loss-making Tesla sharply rose from around $30 in Jan 2020 to over $400 by November 2021—almost a 14X gain in just over two years. But it…

Nokia's stock price is shaped by the reinvention waves of telephone

View Post

Nokia’s Stock Price–shaped by reinvention waves

Was there a role of Innovation waves shaping Nokia’s stock price—causing Wealth accumulation and annihilation? There appear to be five significant waves shaping Nokia’s stock price over 20 years. It…

Investment & Review

Jensen’s AV Narrative: Driving Innovation or Inflating Nvidia’s Stock Bubble?

Affordable Supercomputers: Will It Jack Up Nvidia’s Stock Price?

Technology Decisions Affect Stock Price and Firms’ Market Value

Role of Engineers: Innovators and Decision-Makers in Leveraging Emerging Technologies

Hype Cycle–Avoid Buying at Peaks and Selling at Troughs

Nokia’s Stock Price–shaped by reinvention waves

Principles

History & Observations

About Us