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Category: Portfolio

Chart of the Day: Time to Add to Applied Materials?

Avatar photo Bob Lang on August 4, 2026

Applied Materials

The massive equipment company has been hit hard by semiconductor selling but now the tide could be turning.

Sticking With Our Palantir Price Target as Heads Turn on Wall Street

Avatar photo Chris Versace on August 4, 2026

Palantir (PLTR)

Palantir confirms our focus on AI adoption and usage, which look to accelerate.

Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on August 4, 2026

Palantir (PLTR)

What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.

2 Reasons Why Boeing Shares Are Outpacing the Market

Avatar photo Chris Versace on August 3, 2026

Boeing (BA)

Our focus remains on rising production and delivery levels.

Chart of the Day: Axon Needs to Continue to Trend

Avatar photo Bob Lang on August 3, 2026

Axon (AXON)

The company reports earnings Wednesday and it’ll be interesting to see how the market responds.

VIDEO: Why This Report Is Helping Lift the Market and 2 Holdings

Avatar photo Chris Versace on August 3, 2026

Manufacturing PMI

Let’s discuss changes to the Portfolio’s Bullpen and the new Apple Upgrade Program.

Get Your Questions Ready for Office Hours!

Avatar photo Chris Versace on August 3, 2026

Portfolio Office Hours

Join us in the Forum today at 4 PM.

We’re Shaking Up the Bullpen With 4 Additions and 4 Removals

Avatar photo Chris Versace on August 3, 2026

Addition and Subtraction

As we look ahead, it’s time to freshen things up. 

Charting the Markets: History Says Down June/July Is Warning Sign. Is It?

Avatar photo Bob Lang on August 3, 2026

The S&P finished down for the month. and that’s not a good sign. But could this time be different?

We’re Calling Up a Housing Play From the Bullpen

Avatar photo Chris Versace on August 3, 2026

Baseball Bullpen

These factors will determine the duration of the Portfolio’s position the shares.

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