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NVIDIA and TSMC’s Historic Blackwell Chip: A Step Forward for U.S. Manufacturing

"There is fine print that is a little bit buried here, and that's that the Arizona-made wafer still needs to be shipped back to...

Market Resilience: Analyzing the Rebound After Friday’s Sell-Off

"Markets don't climb straight, right? They scale the walls of worry and they reward those who buy the fear." - 02:29 Evelio Silvera, Co-Founder of...

AI Momentum and Market Shifts: Analyzing AMD’s Strategic Partnership with OpenAI

"The AI's compute crunch favors alternatives like AMDs. Why? They've got a cost edge over NVIDIA." - 01:58 Evelio Silvera, Co-Founder of Bull Street Media,...

Boeing’s Regulatory Thaw: Is the Sky the Limit for Shares?

"Even a tarnished giant like Boeing can soar when the federal government finally loosens the leash." - 02:02 Evelio Silvera, Co-Founder of Bull Street Media,...

Market Movers: Apple, Google, and Macy’s Show Resilience Amid Antitrust Rulings

"Investors are learning to reward disciplined capital allocation over growth at any cost." - 03:17 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...

Market Insights: NVIDIA’s Revenue Concentration and CrowdStrike’s Resilience

"Even the most dominant companies can become prisoners of their own success." - 01:41 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to...

Navigating Economic Signals: The Fed’s Next Move and Consumer Trends

"These backward-looking data points shouldn't derail what I think need to be aggressive rate cuts." - 01:16 Evelio Silvera, Co-Founder of Bull Street Media, joins...

Apple’s $100 Billion Manufacturing Bet: A Game Changer for U.S. Tech?

"This is the single largest corporate manufacturing reshoring in modern history." - 01:35 Evelio Silvera, Co-Founder of Bull Street Media, joins J.D. Durkin to discuss...

Navigating Market Trends: UPS, Visa, and the Future of Consumer Spending

"Microsoft joining NVIDIA as exclusive members of the $4 trillion market cap club." - 00:00:10 Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...

Earnings Season Insights: Google and Tesla’s Mixed Results Amid Trade Deal Developments

Evelio Silvera, Co-Founder at Bull Street Media, joins Remy Blaire to discuss the current state of the stock market, which is experiencing mixed trading,...

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