Diplomacy Is Over. Why We’re Renaming the Portfolio’s EPS Strategy.
As we make two name changes, we’re also removing Qualcomm from the Bullpen.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.
3 Reasons Why We’re Tracking Lime’s Road to IPO
We like what we see in the deal’s choice of underwriter, and what the IPO could mean for another holding.
Taiwan Semi Sends $13 Billion Revenue Update
These developments bring more support for our holdings despite Cloudflare’s sobering layoff announcement.
120 New Lows Send a Quiet Warning With Market Still Near Record Levels
Semiconductors and small-caps struggle while the new-low list keeps growing. This is how a two-tiered market acts under stress.
This Holding Raises Revenue Guidance and We See More Gains Ahead
Near-term catalysts we’re watching and our focus for 2H 2026.
The Best Traders Don’t Waste Their Time Doing This
The most successful traders I know stay focused on individual stocks. There are good reasons for that, and here is an example.
Chart of the Day: United Rentals Holds the Large Gap
The stock went ballistic following earnings and remains strong.
Portfolio interaction with php patterns
| Symbol | Transaction Type (Sell/Buy) | # Shares Traded |
|---|---|---|
| SH | Buy | 1,375 |
| PSQ | Buy | 1,620 |
| RWM | Buy | 1,590 |
| MRVL | Sell | 85 |
| SSSS | Sell | 4,265 |
We sold shares from MRVL and SSSS and bought SH, PSQ and RWM. We are very excited.
We are adding NIO and JPM to our Bullpen
| Symbol (Add to Bullpen) |
|---|
| NIO |
| JPM |
We are removing XLU and HSY from our Bullpen
| Symbol (Remove from Bullpen) |
|---|
| XLU |
| HSY |
We are changing our rating of BAC from Buy to Hold and setting price target to 55 and panic price to 40
We are changing our rating of AMAT from StockPile to Buy and setting price target to 450 and panic price to 330
| Symbol | Price Target |
|---|---|
| BAC | 55 |
| AMAT | 450 |
| Symbol | Panic Price |
|---|---|
| AMAT | 330 |
| BAC | 40 |
Let’s hope all will be good