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Category: Trade Ideas

Selling Smith & Wesson After Gains

Avatar photo Stephen Guilfoyle on October 1, 2026

We’re looking to raise some cash for our small-cap portfolio.

New Micron Price Target After Blowout Earnings Prove Wall Street Wrong

Avatar photo Stephen Guilfoyle on October 1, 2026

Micron (MU)

The memory chip design king just posted video game numbers in its latest release.

Eyeing This Bond ETF Amid Treasury Selloff

Avatar photo Ed Ponsi on October 1, 2026

As PCE and GDP show inflation easing, a reversal in the bond selloff could be next.

I’m Eyeing Northrop After Boeing’s $20 Billion Navy Update

Avatar photo Stephen Guilfoyle on September 30, 2026

Though Northrop Grumman lost out to Boeing in a large deal, it seems ripe for a trade.

Selling 1 Small-Cap Name, Buying 4 as Market Selloff Calls for Finesse

Avatar photo Stephen Guilfoyle on September 30, 2026

Our small-cap portfolio is reeling a bit.

Can Boeing Get Out of Its Own Way?

Avatar photo Ed Ponsi on September 30, 2026

Boeing (BA)

Boeing has an impressive moat and a huge backlog. Now that the stock is down by 22%, is it time to step in?

Keeping My Price Target as AMD Lands ‘AI Godmother’ in Bold $8.2B Move

Avatar photo Stephen Guilfoyle on September 29, 2026

After AMD’s parabolic rise, Lisa Su is making an aggressive acquisition, while analysts raise the bar for the stock.

New Grades, Price Targets for the Top-3 Stocks in Market’s Hottest Sector

Avatar photo Ed Ponsi on September 29, 2026

Biotech Stocks

Biotech stocks are heating up, as the use of AI technologies accelerates new drug discoveries.

Some Good News After a Harsh Selloff for Our Small-Cap Pharma Name

Avatar photo Stephen Guilfoyle on September 29, 2026

Ionis Pharmaceuticals (IONS)

We’re buying more shares after a harsh day for the position.

Meet the Chips Behind Every AI Answer

Avatar photo Bob Byrne on September 29, 2026

Chatbot

You asked AI a question. These are the companies and chips that went to work.

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