October Monthly Roundup: Navigating the Tech Pullback. What We Bought and Our Shopping List.
We used the AI pullback to add to several holdings, made a handful of rating and target changes, and sharpened our shopping list.
Updating Our Portfolio Table and Shopping List
October Monthly Roundup on Monday, and another refreshed Portfolio table to follow
We’re Buying Shares of 3 Portfolio Holdings
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Tracking 49 Signals Across 11 Portfolio Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Laying the Groundwork for 2 Holdings on Our Shopping List
These are the data points we’ll be watching for as we continue to follow the technical setups.
We’re Making 4 Small Opportunistic Buys in These Holdings
Following these trades, we will maintain ample cash to remain opportunistic as Q3 2026 earnings season heats up.
Tracking 39 Fresh Portfolio Signals Across 10 Investing Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: The AI Trade Got Smacked. We’re Following the Data, Not the Fear
We put capital to work in two holdings, exited another and bumped up our price target for a long-time position.
Chart of the Day: Robotics ETF Lands on Strong Support
The 200-day moving average has been a previous level for a good bounce.
Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.