Big Software Stocks Are Languishing, But These 2 Disruptors Are on a Tear
I’m opening small positions in these names that are turning the software sector on its head.
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.
From Microsoft to Oracle, Charting Software Stocks Amid Resurgence
Software stocks like Palantir and CrowdStrike are heating up as the sector regains favor with investors.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
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
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?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.