Weekly Roundup: How We’re Navigating the Fed’s Hawkish Pivot and Iran Risk
We locked in big gains, raised a few price targets, and extended our lead over the S&P 500 this week.
Planet Labs Breaks Its Trend, But I’m Buying the Weakness
Let’s review the quarterly results, what the chart looks like and why I’m adding.
Rocket Lab Sees Insider Selling, But My Plan Is to Buy
Rocket Lab, a successful position for the portfolio, is getting knocked around by the space trade and insider sales.
Palantir’s New Partner: 8 Key Items Shaping the Stock Market Thursday
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
Adding to This Small-Cap Defense Name After Navy Update
We’re planning to buy more shares of the name after an announcement from the U.S. Navy’s Southern Command.
Why I Might Cut This Stock as I Look Below the Surface for Trades
Here’s why I look below the indexes for true opportunities, and why I might shed this holding today.
Selling This Small-Cap Drone Play at Our Target Price
Some key escalation in the U.S.-Iran conflict has moved equities index futures forward.
May Monthly Roundup: Sell in May? No Way!
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
Update on Our 3 Small-Cap Space Stocks After Blue Origin Disaster
Our trio of space names could be feeling some fallout from the Amazon partner’s setback.