A True Contrarian Play on an AI ‘Casualty’
Wall Street has turned negative on this software giant. Here’s why I’m willing to step in.
These Two Biotechs Offer Stability in a Crazy Market
A slow and steady approach with these stable biopharma stocks offers refuge from a market that feels ready to pop.
I’ve Got Some Biotech ‘IRON’s in the Fire
Here are two cover-call trades I’m working on and why they look promising.
Why I’m Bracing for the Market to Cool by Fall
Nasdaq, the S&P and even the Russell are all up; but here’s why I think they’ll come back down to earth.
Biotech Stocks Are Surging in 2026. This One Stands Out After a Pullback.
With shares pulling back after a capital raise, this strategy offers double-digit upside potential in addition to downside protection of more than 20%.
Goldman Recommends 2 Small-Cap SaaS Plays Amid Dot-Com Boom Revival
Goldman Sachs has highlighted two intriguing small-cap names as AI valuations get crazier.
Why I’m Eyeing Prices, Biotech and AI in Q3
As the second quarter skims some froth off the technology trade, let’s see why these three areas are key to watch in Q3.
Going Back to the Well in a Sector That’s Working
After years of underperformance, biotech is finally catching a nice bid. Here’s my strategy on a name showing promise.
When the ‘AI Inflation’ Hits the Fan
Rising costs associated with AI are weighing on stocks like Apple. But there’s a bigger question looming for hyperscalers.
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.