Marketdash
JO

John Kim

Night Owl Capital Management

Last updated

Total AUM

$858.04M

Holdings

29

Portfolio Breakdown

Featured Articles

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Nvidia logo on smartphone screen on top of laptop. NVIDIA is the pioneer of gpu accelerated computing and ai technology. - EK

Nvidia Crushes Earnings Again, But the Real Story Is What Comes Next

By MarketDash
May 22, 2026
Trump's Executive Order 14330: What Wall Street Doesn't Want You to Know (Ad)

Trump's Executive Order 14330: What Wall Street Doesn't Want You to Know (Ad)

By The Oxford Club
Dell logo at the roof of the new dell office in Gurgaon, India

Dow Hits Another Record as AI Hardware Stocks Go Nuclear

By MarketDash
May 22, 2026
IBM sign on building

Trump's $1 Billion Bet on IBM's Quantum Foundry Just Gave the Stock Its Best Week in 24 Years

By MarketDash
May 22, 2026
Workday logo on building exterior.

Workday Stock Surges as AI Products Drive Earnings Beat

By MarketDash
May 22, 2026
Mar-a-Lago Bombshell (Ad)

Mar-a-Lago Bombshell (Ad)

By Stansberry Research
Santa,Clara,,Ca,,Usa,-,Nov,22,,2023:,Intel,Corporation's

Intel Eyes $5 Billion AI Chip Startup Tenstorrent as the Race Heats Up

By MarketDash
May 22, 2026
Shopping cart with a smartphone opened Walmart logo on the screen on a blue background.

Walmart's Cautious Outlook Sends Shares Lower Despite Strong Q1

By MarketDash
May 22, 2026
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