Adding to a Holding on Last Week’s Pullback
Here’s why this week and next should be a busy time for this Portfolio position.
VIDEO: Our Take on the Latest OpenAI IPO News
Let’s also follow up on our updated game plan for Palantir, and check in on Microsoft.
SpaceX and Russell Reconstitution: 8 Key Items Shaping the Stock Market Friday
Samsung & SK Hynix’s big spending plans, a potential OpenAI IPO push off, SpaceX wireless service, and other headlines are moving stocks.
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.
VIDEO: SuRo Capital on Investing in Private Companies and the IPO Market
SuRo’s CEO discusses how the investment fund works and its positions in OpenAI, Whoop and others.
Here Come the MANGOS: 8 Key Items Shaping the Stock Market Wednesday
U.S.-Iran peace draft, dollar strength, falling oil, Warsh’s debut, and other headlines are moving stocks this morning.
Weekly Roundup: Portfolio Maintains Lead as Select Holdings Do the Heavy Lifting
We added to three holdings and started a new position during a roller-coaster week for the market.
VIDEO: Are We Buying SpaceX?
Plus, digging into one of our winning strategies and expectations for the new Federal Reserve chair.
Liftoff on Potential Iran Deal and SpaceX IPO?: 8 Key Items Shaping the Stock Market Friday
Oil prices fall, midterms spending, Nasdaq-100 changes, and other headlines moving stocks this morning.