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June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.

Avatar photo Chris Versace on July 2, 2026

As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.

Chart of the Day: Ciena Is Just ‘Hanging Out’

Avatar photo Bob Lang on July 2, 2026

The stock had a vicious correction but seems to have found some balance.

VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation

Avatar photo Chris Versace on July 2, 2026

Plus, the market is starting to re-think the number of Fed rate hikes ahead.

Memory Stocks Made Us Some Cash, Then Came Wednesday. Now What?

Avatar photo Stephen Guilfoyle on July 2, 2026

SanDisk (SNDK)

SanDisk, Micron, Western Digital and others got a Wednesday beating, so let’s take a look at the charts and see how to handle ’em now.

Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday

Avatar photo Chris Versace on July 2, 2026

Apple stock (AAPL)

The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.

SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?

Avatar photo Stephen Guilfoyle on July 2, 2026

Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.

Chart of the Day: Is That an Uptrend I See in Microsoft?

Avatar photo Bob Lang on July 1, 2026

Microsoft (MSFT)

The beleaguered software and AI/gaming name has started its journey from deep oversold.

Reminder: A Name and Ticker Change for This Position

Avatar photo Chris Versace on July 1, 2026

name change

Here’s the next catalyst we’re likely to see for the shares.

I’m Betting This Meme Play Could Become a Healthy Trade

Avatar photo James "Rev Shark" DePorre on July 1, 2026

Here’s why this subscription healthcare and lifestyle company could muscle up soon — and why you should proceed with caution.

What Will Warsh Say? 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on July 1, 2026

Fed Chair Kevin Warsh

Trump favors diplomacy with Iran, Nike’s continued challenges, Citi cuts its crypto outlook, and other headlines moving stocks this morning.

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