We’re Accumulating More Shares of This Oversold Holding
We continue to see consumer pressure providing a tailwind moving into the holiday shopping season.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
Adding to This Semi-Cap Equipment Holding After Connecting the Dots
We are also lifting our rating on the shares.
Upgrading Our Meta Rating as Settlement News Removes Overhang
There are still multiple level of resistance ahead. Here’s how we’re playing the stock.
Selling Palantir at a Big Profit to Increase Our Cash on Hand
The risk to reward tradeoff leads to us to downgrade our rating as well.
We’re Picking Up More Shares of This Holding
We continue to favor the inelastic business model for the core residential business while the Healthcare Solutions unit benefits from the aging-of-the-population tailwind.
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer
And we’re still keeping some dry powder on hand as we assess other opportunities.
We’re Picking Up More Shares of This Discount Retailer
Heading into the holiday shopping season, we continue to see the company benefitting from cash-strapped consumers.
New Netflix Rating, Sticking With This Price Target After Game Studio Update
What we’re waiting to see before pulling the trigger on more shares.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.