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Category: Portfolio

Sticking With This Palantir Price Target Despite Changes

Avatar photo Chris Versace on November 3, 2026

Palantir (PLTR)

Here’s the level we are watching and what we may do before too long.

We’re Trimming Our Apple Price Target After Earnings

Avatar photo Chris Versace on November 3, 2026

Apple

Here’s our plan for the shares amid strong product demand and expected gross margin pressure.

Apple Price Target Cuts, Palantir Earnings Reaction: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on November 3, 2026

Eaton’s earnings, S&P 500 and Nasdaq Composite levels and other headlines are moving the market this morning.

Getting Flavorful With This Bullpen Addition

Avatar photo Chris Versace on November 2, 2026

We like the business transformation underway at this company, but the key remains oil and input costs.

October Monthly Roundup: Navigating the Tech Pullback. What We Bought and Our Shopping List.

Avatar photo Chris Versace on November 2, 2026

AI's economic impact

We used the AI pullback to add to several holdings, made a handful of rating and target changes, and sharpened our shopping list.

VIDEO: Apple and Palantir on Deck

Avatar photo Chris Versace on November 2, 2026

Plus, why fundamentals should come back into vogue for AI chip stocks.

Chart of the Day: Palantir Is Not Immune From the Selling

Avatar photo Bob Lang on November 2, 2026

PLTR stock

The big software company may be doing well but the market is the vote that matters most.

The Marvell-Lumentum Tie-Up Makes Strategic and Financial Sense

Avatar photo Chris Versace on November 2, 2026

MRVL

Here’s why the shares are back on our shopping list, and why we’re not making a move just yet.

Oil Drops While Other Inflation Pressures Look to Accelerate: 8 Key Items Shaping the Stock Market Monday

Avatar photo Chris Versace on November 2, 2026

Inflation, Higher Prices

Marvell and Lumentum ink a deal, Google and Amazon address capex funding concerns and other headlines moving the market this morning.

Charting the Markets: The S&P 500 Is Following a Script

Avatar photo Bob Lang on November 2, 2026

Charts

Two weeks of identical action forces the bulls to be mindful.

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