Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
Buying More of This Semi-Cap Play on Tightening Industry Capacity
Tight capacity levels bode well for orders and favorable pricing, bringing nice operating leverage.
August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
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.
Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday
Qatar’s diplomatic efforts, Warsh on deck and other headlines moving the market this morning.
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday
Boeing’s big win, IPO activity ahead, single-stock ETFs and other headlines moving the market this morning.
We’re Tracking 23 New Signals Across Our Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Geopolitics Wins Out, But Portfolio Continues to Outperform
We added to three holdings and laid out what we’re watching for several others.
Key Levels for 9 Holdings in a Stressed Market
Market conditions and cash on hand will dictate if and when we make any moves.