VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
Neostellar CEO Makes Big Insider Buy After Price Surge
Plus, Boeing fetches an upgrade and portfolio dividends on the horizon.
Anthropic Making Pre-IPO Investor Rounds: 8 Key Items Shaping the Stock Market Tuesday
Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.
Get Your Office Hours Questions Ready
Bring your questions, and we’ll answer as many as time permits.
VIDEO: Microsoft Update Puts Marvell in the Spotlight
Plus, Boeing sharpens its focus with Archer Aviation deal.
TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday
Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.
We’re Tracking 28 Signals Across 10 of the Portfolio’s Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Jobs Reports Goes Negative, Shifting Rate Cut Expectations
The decline in average earnings data supports our thinking on these three holdings.