Get Your Questions Ready for Office Hours!
Join us in the Forum today at 4 PM.
We’re Shaking Up the Bullpen With 4 Additions and 4 Removals
As we look ahead, it’s time to freshen things up.
We’re Calling Up a Housing Play From the Bullpen
These factors will determine the duration of the Portfolio’s position the shares.
Groundhog Day for Trump and Iran? 8 Key Items Shaping the Stock Market Monday
U.S and Japan intervene, Senate bill, Amazon and OpenAI extend relationship, and other headlines moving stocks this morning.
July Monthly Roundup: Keeping Our Lead After a Wild Ride
It was a busy month for the Portfolio with multiple buys and price target changes, as well as some sizable profit-taking along the way.
2 Powerful Tailwinds Are Backing This Portfolio Holding
These are the items we’re watching that could trigger a price target increase.
We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
3 Reasons Why Apple Shares Are Falling
The potential iPhone upgrade cycle, product pricing and the Apple Upgrade program are a powerful combination.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.