The Post-Earnings ‘Lull’ Continues
End of day rundown of all that you should know for September 8th.
We’re Tracking 28 Signals Across 8 of the Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Maintaining Our Lead With a Telling Week Ahead
We exited one holding, and added to three others, upgrading one of them along the way.
Broadcom Update Keeps Eyes on the Prize
Multiple ramping programs underscore the company’s massive AI chip ramp.
The Market Keeps Changing Horses. Will ‘Ordinary’ Become the New Opportunity?
From AI to quantum computing to rocket stocks, what’s the next thing for the trend followers? Maybe it’s hiding in plain sight.
Investors Are Finally Noticing What the Market Has Been Warning About
Industrials, transports, and equal-weight stocks are struggling, while market breadth continues to deteriorate. The question now is whether fear has arrived too late.
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.
Thanks to Salesforce, ServiceNow, the Contrarian SaaS Bet Is Paying Off
The Software-as-a-Service (Saas) apocalypse hasn’t arrived, despite the growth of AI.
Video: What to Know About Nvidia’s Earnings and Meta’s $17 Billion Settlement
A big day for NVIDIA and Meta. In this interview, we discuss everything you need to know about recent news from these two mega-cap companies.
Nvidia’s Report Is Great for Nvidia, but It’s Complicated for Everyone Else
Robust demand for Nvidia products continues, but someone is paying a hefty price.