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June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.

Avatar photo Chris Versace on July 2, 2026

As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.

Apple’s Foldable iPhone Plan: 8 Key Items Shaping the Stock Market Friday

Avatar photo Chris Versace on July 2, 2026

Apple stock (AAPL)

The June jobs report, Nvidia’s rev share model, SAP gets aggressive on AI, and other headlines moving stocks this morning.

What’s Our Game Plan for Palantir?

Avatar photo Chris Versace on June 25, 2026

Palantir (PLTR)

Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.

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