VIDEO: Answering Your Questions as We Navigate a Frenetic Week
Let’s talk hyperscaler earnings — and why cloud backlogs matter more than ever.
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.
The Bulls Are Leaving the Building. That Could Improve the Odds of a Rally.
It’s counterintuitive, but if more people turn bearish, then there is more fuel for a rally as those investors jump back into the market.
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.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Things We Did Today
TheStreet Pro Portfolio picked up more shares of Applied Materials ($AMAT) and then a short while ago we did the same with Axon ($AXON). We also cleaned up the Portfolio’s Bullpen, adding three new positions and kicked four to the curb.
Position: TheStreet Pro Portfolio is long AMAT and AXON
Rounding Out Our Position in These Shares
Fresh Federal program wins build on recent public safety ones
As the Chatter Turns Back to Broadening Out, Are We About to Be Overbought?
Answering readers’ questions about the bonds and Nasdaq.
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.