Weekly Roundup: An Electric Week for the Market Was Also a Great One for the Portfolio
We added to one holding this week, and locked in outsized gains for two others.
Anthropic Targets $2 Trillion Record IPO: 8 Key Items Shaping the Stock Market Thursday
Cisco and Cerebras shares fall, Lenovo’s server demand soars and other headlines moving the market today.
AI Trade Looks Pretty Smart, For Now
CoreWeave’s earnings blow away expectations and FoxConn looks pretty sharp. Let’s see what these could say about the overall state of the AI trade.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
Why We’re Keeping Our $700 Price Target on This Holding as Shares Drop
Let’s break down the latest earnings and guidance, why the stock’s moving lower today and our plan going forward.
Momentum Fizzles After 2 Big Days, but Here’s What Indexes Didn’t Show
There was still plenty of speculative action in small stocks, but the indexes needed a rest.
VIDEO: Why SpaceX Is Falling Despite Earnings Beat
And why retail earnings could be more of a challenge for the market.
Here’s My AMD Plan After Wall Street’s ‘Misguided’ Selloff
What exactly are AMD bears hanging their hats on? Oh, and I have allies…
Bulls Got a Green Light, But Here’s Why They Shouldn’t Floor It
We have a technical follow-through day, however, disciplined buying is paramount.
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.