We’re Tracking 28 Signals Across 9 Pro Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Apple Invites AI Speculation Ahead of Milestone Event
If Apple can deliver on its Siri overhaul, we could see the upgrade cycle accelerate.
We Are Boosting Our Price Target for This Semiconductor Star
Rising demand and margin leverage put this Pro Portfolio holding is a strong spot.
Picking Up More Shares of This AI Play After We Locked in Some Gains
The improving multi-year outlook for AI and data center demand is the tailwind opportunity.
Latest From Trump-XI China Summit: 8 Key Items Shaping the Stock Market Thursday
April Retail Sales, Cisco, Cerebras’ IPO and other headlines are moving stocks this morning.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
Tracking 25 Signals Across 9 of Our Investing Themes
Let’s check on the stories that speak to our Pro Portfolio investing themes.
Taiwan Semi Sends $13 Billion Revenue Update
These developments bring more support for our holdings despite Cloudflare’s sobering layoff announcement.
Chart of the Day: Updating Nvidia Before Earnings Run Up
The AI leader will be reporting in a few weeks so let’s take a closer look.