Trimming This Financial Holding After Price Target Boost
We will maintain a sizable holding given our outlook for these two company drivers.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
New Morgan Stanley Price Target After Anthropic IPO Update
We will continue tracking IPO and M&A activity for signs of even further upside.
We’re Adding a Trucking Play to the Portfolio Bullpen
2026 North American industry orders are picking up, as is U.S. truck tonnage data.
Taking Advantage of Jensen Huang’s ‘Gift’
We’re being opportunistic today, but we still like the company’s long-term prospects.
New Price Target for This AI and Networking Chip Holding
We’re also lifting our checkpoint level and identifying a potential pick-up point.
Declining Commodity Prices Bring a Former Holding Back to the Bullpen
Laying the groundwork for a potential second-half 2026 shift in market sentiment for the consumer.
Locking in Big Gains and Downgrading This Sleeper Position
Bad actors leveraging AI keeps us bullish on this ETF’s end-market exposure.
We’re Adding to and Lifting Our Rating on This Holding
Our core thesis remains focused on rising average card fees and the number of cards in force.
Cashing in on This Big Tech Holding After Shares Surge
Where we might consider revisiting our current Two rating