Get Your Questions Ready
Join us after the close Monday for our next set of Portfolio Office Hours!
VIDEO: What’s Behind the Surge in Our Public Safety Name?
Plus, a readthrough on M&A activity and what it means for two Portfolio holdings.
Adding to a Holding on Last Week’s Pullback
Here’s why this week and next should be a busy time for this Portfolio position.
Google In, Verizon Out, Nike Next?: 8 Key Items Shaping the Stock Market Monday
South Korea goes big on AI and chips, Comcast splits, Warsh on deck, and other headlines moving stocks this morning.
30 Signals Across the Portfolio’s 10 Themes and Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: What We’re Watching as Markets Get Jiggy
We locked in massive gains on two positions and added to two beaten-down holdings.
Adding to Our Microsoft Position on Weakness
We’ll take advantage of the improved risk-to-reward tradeoff, and longer-term prospects.
VIDEO: Our Take on the Latest OpenAI IPO News
Let’s also follow up on our updated game plan for Palantir, and check in on Microsoft.
Back-to-Back Wins for Boeing Add to Our Bullish Outlook
Here’s the next catalyst we’re watching for the shares.
SpaceX and Russell Reconstitution: 8 Key Items Shaping the Stock Market Friday
Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.