August Monthly Roundup: Maintaining Our Lead Through the Ups and Downs
We initiated three positions, added to several others, and locked in massive gains along the way.
Why I’m Buying Hewlett Packard Ahead of Earnings
Breadth is at 33% gainers, with new lows running better than two-to-one on Monday.
We’re Playing the Long Game With This Portfolio Position
An October Investor Day should bring more clarity on longer-term opportunities.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
With Doubts About Hyperscale Investment, Here Are 2 AI Plays I Like
As hyperscalers make the biggest infrastructure wager in history, there are two AI-related bets I believe in.
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.
This Psychedelic Biotech Play Could See a Leg Up After Encouraging LSD Trials
The speculative action is cooling but individual names keep working.
I See Two Very Different Opportunities in This Overbought Market
I’m getting into a legacy technology stock and an up-and-coming biopharma. Here’s why.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
When Will the Nasdaq Be Oversold?
Let’s answer a reader’s important question today about the Nasdaq.