We’re Buying Shares of 3 Portfolio Holdings
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Tracking 49 Signals Across 11 Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Renewed AI Concerns Weigh on the Market and Portfolio
We added to six holdings, and upgraded and lifted a price target on another as favorable AI data conflicted with market emotion.
Adding to 2 Holdings After Earnings, PMI Updates
Customer spending plans drive one move, while the domestic manufacturing economy does the other.
Connecting Earnings Conference Call Dots Keeps Our Longer-Term Focus in Play
AI demand is pulling through across sectors, but supply constraints remain a headwind.
The AI Selloff Looks Like a Bear Trap. Follow the Bottleneck Instead.
One stop remains in our AI series, and it’s the one folks rarely think about.
We’re Making 4 Small Opportunistic Buys in These Holdings
Following these trades, we will maintain ample cash to remain opportunistic as Q3 2026 earnings season heats up.
Tracking 39 Fresh Portfolio Signals Across 10 Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.