April 13, 2016 by Dan • Trade Updates

Shares of Fitbit (FIT) and GoPro (GPRO) are up 12% and 16% respectively, both on positive fundamental news. There are a few interesting similarities between these two stocks, both fairly recent IPOs of wearable consumer …

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August 3, 2015 by Dan • Commentary

It’s hard to find many tech stocks that have performed as admirably in 2015 as Ambarella (AMBA) has with 130% year to date gains.  The company makes video compression and image processing semiconductors that go into …

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June 9, 2015 by Dan • Commentary

Last week I discussed GoPro’s (GPRO) announcement that they are entering the drone and virtual reality markets (below). The stock clearly liked the news and his risen about 6% since the start of the month, …

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June 2, 2015 by Dan • Commentary

Shortly after NXPI’s takeover offer for Freescale I took a look at Ambarella (AMBA), the chip supplier to GoPro (GPRO) (read here), and concluded: The stock is not cheap, and its future for the time being is …

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June 1, 2015 by Dan • Commentary

Last Thursday on CNBC’s Fast Money the panel discussed GoPro’s (GPRO) move into new hardware markets, with a “guad-copter” drone and a six camera spherical array used to capture content for virtual reality. Both were announced by GPRO CEO …

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