by ADRIAN MANZ | Sep 27, 2025 | The Doctor's Dose
Nvidia AI Backstop: How $100 Billion Fuels the Next Leg of the Boom TraderInsight • September 2025 • NVDA, AI, Circular Financing Nvidia has turned its free cash flow machine into a war chest for AI. By acting as an Nvidia AI backstop, the company is funneling...
by ADRIAN MANZ | Sep 26, 2025 | The Doctor's Dose
AstraZeneca Drug Discounts Show Pharma’s Response to Trump’s Pressure TraderInsight • September 26, 2025 • Pharma, Pricing, Policy With a Trump administration deadline looming, AstraZeneca announced it will cut prices on key asthma and diabetes drugs by as much as...
by ADRIAN MANZ | Sep 25, 2025 | The Doctor's Dose
Drug Pricing Uncertainty Keeps a Lid on Pharma Stocks TraderInsight • September 2025 • Pharma, Tariffs, Policy The Trump administration’s 100% tariffs on foreign-made drugs sounded harsh. In reality, Big Pharma can live with them. What the sector can’t shake is drug...
by ADRIAN MANZ | Sep 24, 2025 | The Doctor's Dose
Perpetual Futures Trading: Why ‘Perps’ Are Driving a New Speculation Boom TraderInsight • September 2025 • Crypto, Leverage, Derivatives Crypto traders are rushing into perpetual futures trading, contracts known as “perps” that allow investors to apply leverage of 10,...
by ADRIAN MANZ | Sep 24, 2025 | The Doctor's Dose
Alibaba AI Spending Rally: Why the Stock Could Climb Even Higher TraderInsight • September 24, 2025 • BABA, AI, China Tech Alibaba (BABA) shares jumped 10% after the company announced new AI spending, overseas data centers, and the unveiling of Qwen3-Max, its...
by ADRIAN MANZ | Sep 24, 2025 | The Doctor's Dose
Nvidia AI Backstop: Trader’s Playbook for the AI Ecosystem TraderInsight • September 2025 • NVDA, AI Infrastructure, Market Strategy Nvidia’s $100 billion deal with OpenAI reinforces its role as the Nvidia AI backstop — a financing partner to secure chip demand and...
by ADRIAN MANZ | Sep 23, 2025 | The Doctor's Dose
Is the Stock Market Overvalued? What Traders Should Watch Next TraderInsight • September 22, 2025 • S&P 500, Fed, Valuations The S&P 500 has set 28 record highs this year and sits near 6,664. But valuations are stretched to dot-com era levels, making many...
by ADRIAN MANZ | Sep 23, 2025 | The Doctor's Dose
Powell Speech Market Selloff: Why Stocks Dropped After Fed Remarks TraderInsight • Today • Federal Reserve, Markets, Equities Stocks fell sharply today after Federal Reserve Chairman Jerome Powell delivered a speech that rattled investor confidence. The Powell speech...
by ADRIAN MANZ | Sep 17, 2025 | The Doctor's Dose
Nvidia China Trade War September 2025: Beijing Blacklists RTX Pro 6000D China expands restrictions on Nvidia’s AI chips, intensifying trade war dynamics with the United States. Beijing Targets Nvidia’s Latest AI Chip The Nvidia China trade war September 2025 reached a...
by ADRIAN MANZ | Sep 17, 2025 | The Doctor's Dose
Federal Reserve Interest Rate Cut September 2025: What Traders Need to Know The Fed’s first cut in nine months reflects labor-market risks, sticky inflation, and shifting policy expectations. Fed Cuts Rates After Nine-Month Pause On Wednesday, the Federal Open Market...
