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Selling 1 Small-Cap Name, Buying 4 as Market Selloff Calls for Finesse

Avatar photo Stephen Guilfoyle on September 30, 2026

Our small-cap portfolio is reeling a bit.

What Zipline’s Head-Turning $20 Billion Valuation Means for Our Drone Holding

Avatar photo Stephen Guilfoyle on September 17, 2026

Zipline drone company

Is this a positive or negative for Ondas? let’s discuss.

AeroVironment at a Crossroads After Impressive Earnings

Avatar photo Stephen Guilfoyle on September 10, 2026

At a crossroads

The defense contractor turned some heads on Wall Street with surprising results.

Equity Slide Enters Fourth Day

Avatar photo NeilSethi on September 10, 2026

Worried Trader

Oil climbs and treasury yields hit fresh multi-year highs, pressuring stocks for a fourth consecutive day.

Oil Tops $100 Per Barrel, Mortgage Rates Hit 14-Month High: 8 Key Items Shaping the Stock Market Wednesday

Avatar photo Chris Versace on September 9, 2026

US dollar inflation effect

ECB rate hike prospects, OpenAI expands with Samsung, Apple’s big event and other headlines moving the market this morning.

Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead

Avatar photo Chris Versace on September 4, 2026

We exited one holding, and added to three others, upgrading one of them along the way.

Safety Set as I Await Smith & Wesson, Planet Labs Earnings

Avatar photo Stephen Guilfoyle on September 3, 2026

I’m holding off on trades as I await earnings for these two $10K Portfolio names; also, SoFI updates and drone news.

Our Small-Cap Drone Holding Gets a Boost From the White House

Avatar photo Stephen Guilfoyle on August 17, 2026

A new proclamation from President Donald Trump could be big for domestic drone firms.

Drone Firm AeroVironment Crushes Expectations, When Is the Right Time to Buy?

Avatar photo Stephen Guilfoyle on June 30, 2026

The unmanned aircraft name turned heads on Wall Street and I have a trade idea.

Nasdaq 100 Passes Technical Test; Semis’ Tough Week; Iran Spat Calms?

Avatar photo Stephen Guilfoyle on June 29, 2026

Let’s dive into the charts and why they point to a possible a.m. tech rally; look down at ON Semiconductor, Arm Holdings and Qualcomm; and check the latest on Iran.

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