First Broadcom, Now Ciena… But the Networking Opportunity Is Still Ahead
Ciena sees its addressable market doubling over the next several years.
We’re Upgrading Our Broadcom Price Target and Rating
Despite a modest miss, the larger AI chip opportunity remains our focus.
Chart of the Day: Close Look at the Cybersecurity ETF as Big Names Report
CIBR continues to hit new all-time highs, but when will there be a chance to hop aboard?
How to Approach ‘Next Trillion-Dollar Co.’ Marvell Late in Game
We missed making some money in Marvell over 2026, so here’s how I’d handle the name now, and in the longer term.
Here’s Where We Stand on Costco After Its Earnings Release
This is what we’re watching in terms of our price target, and where we could add shares.
Consumers Wrestle With Inflation as the AI Economy Booms
Dell is flying on AI demand while Costco struggles with high oil prices.
Chart of the Day: Costco Bulls Not Showing Much Zest Ahead of Earnings
The company reports after the close Thursday but the investing crowd is not hyped up.
Chart of the Day: Costco Investors Show a Bit of Fear Before Earnings
We could see a large move for this big retailer after earnings are released this week.
We Could Be Headed ‘Strait’ for Trouble
If a deal with Iran isn’t reached soon, the economy and the markets could be in rocky waters.
Weekly Roundup: Profiting From the Rally, But Not Letting Our Guard Down
We locked in big gains this week, added to two holdings, upgraded a rating, and lifted price targets on three positions.