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To make progress in understanding, we must remain modest and acknowledge what we do not know.

Bokeh Capital Partners CIO Kim Forrest kim forrest joins Kelly Evans on The Exchange to discuss why it's going to take time to build and roll out the AI revolution.

"Semiconductors makes the money go round," says Bokeh Capital Partners CIO Kim Forrest of details the the latest trade tension impact as chip stocks drive markets lower trib.al/tqSdi3W

𝙎𝙚𝙘𝙩𝙤𝙧 𝙞𝙣 𝙛𝙤𝙘𝙪𝙨: Semiconductors kim forrest & Olivier Blanchard 💬 share their takeaways from $TSM earnings with Nicole Petallides, and discuss how the numbers fit into the bigger fundamental picture for the chips space. 📊 $NVDA $AMD $INTC x.com/i/broadcasts/1…

Intelligence isn't the ability to remember and repeat, like they teach you in school. It is the ability to learn from experience, solve problems, and use our knowledge to adapt to new situations.

𝟯𝟲𝟬 𝗥𝗼𝘂𝗻𝗱: Semiconductor stocks 💻 👥 kim forrest & Sevens Report's Tyler Richey assess the state of the chip trade with Nicole Petallides: 📊 $NVDA $AMD $MU $INTC $TSM x.com/i/broadcasts/1…

rick rubin, the most underrated piece of advice for bold creative work is that everything you make should be like a diary entry.

Bokeh Capital Partners CIO Kim Forrest kim forrest joins Kelly Evans on The Exchange to discuss why AMD could challenge Nvidia in the AI chips race.

How concerned should we be about the move lower in chip stocks? 😬 With the semis trade looking “fatigued,” kim forrest & Andrew G Graham evaluate the outlook for $NVDA, $AMD, and the rest of the group with Nicole Petallides:

Shares of $MU have jumped 15% today after a strong earnings beat and positive outlook centered around AI 📈 Ivan Feinseth & kim forrest share their takeaways from the Micron report and the bull case moving forward with Nicole Petallides:

Onsemi earnings beat, and kim forrest says the report allays her biggest fears about the semiconductor business. 🎥 Forrest details her outlook for $ON, and looks ahead to tomorrow’s $AMD report with Alex Coffey:

Bokeh Capital Partners CIO Kim Forrest kim forrest joins Kelly Evans on The Exchange to discuss why Trump 2.0 will be a tech administration and what it means for AI.

If your theory doesn't agree with experiment, it's wrong. It doesn't matter how beautiful it is.

I learned very early the difference between knowing the name of something and knowing something.

Mega cap tech stocks are rallying after today's cool CPI print, bouncing back from a slow start to 2025 📈 Is now the time to buy? kim forrest & Michael Robinson break down where they see value in the group with Nicole Petallides: $PLTR $NVDA $QQQ $NDX 📊

.kim forrest joins Oliver Renick to provide an update on her outlook for Intel following reports of a proposed foundry deal with Taiwan Semi: “This is a win-win-win.” $INTC $TSM $NVDA $AVGO $AMD 📊

Great to be on The Exchange with Wilfred Frost and kim forrest discussing Apple and the White House tariff news flow over the weekend that ultimately puts Cupertino in a better position today relative to last week CNBC Kelly Evans 🍎🍏📱📺👇 cnbc.com/video/2025/04/…

“I believe the U.S. is using Nvidia’s products to get China to the table.” kim forrest gives her reaction to the $NVDA sell-off after hours and what it signals about U.S.-China trade relations with Diane King Hall:

.kim forrest believes $PLTR may be a victim of its own success. The rising A.I. software company posted 55% revenue increase year-over-year that includes extensive commercial growth, but European sales lagged.

.kim forrest considers $NVDA's latest earnings extraordinary. She believes the company showed it has a "real hold" on the high-end A.I. products that will be used by companies for years down the line.