CoreWeave Might Have Saved the AI Trade but Is It an Investment?
The future looks bright and it might not be allowed to fail.
As Velo3D Prints Strong Earnings, I’m Boosting the Target and Taking Action
Here’s my plan after this $10K Portfolio member beats expectations.
Home Builders Stocks Will Be a Value Buy but Haven’t Hit Bottom Yet
The sector still has some headwinds to contend with.
Locking in Gains, Setting New Price Target for This Data Center Play
The power paint point thesis remains, leaving us with ample skin in the game.
VIDEO: CoreWeave, Lumentum, Super Micro Set Up Next Leg of the AI Trade
Plus, Axon’s continued momentum and two holdings we’re watching closely.
Top 6 Stocks On My Shopping List as Market Calls for Strategy Change
It’s time to change strategy as earnings season closes and seasonal weakness creeps in.
Chart of the Day: Important Base for EGO as Gold Shines Bright Again
It seems a recent pullback to huge support has been completed.
To Lure Investors, Hong Kong Goes for a ‘Big Bang’ Tax Policy
Poised to introduce a tax break for family offices and hedge funds, Hong Kong plans to extend its 0% income-tax rate to proprietary-trading houses.
It’s Time to Increase Exposure to Micron
Buying Micron is the next best step in the memory and storage trade.
After Rocket Lab Fires Off Solid Earnings, I’m Pulling the Trigger
Let’s dive into the most recent quarterly report and I’ll give my take on the stock now.