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.
A Trifecta of Rising AI Demand: 8 Key Items Shaping the Stock Market Wednesday
Plus, we’re looking through the July CPI report and other headlines moving stocks this morning.
A Cool CPI Report Might Not Actually Be the Good News Investors Expect
Rates have gone straight up since the last cool inflation report.
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.
Anthropic Making Pre-IPO Investor Rounds: 8 Key Items Shaping the Stock Market Tuesday
Trump’s demands, volatility on the horizon, food prices and other headlines are moving stocks this morning.
Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave
We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others.
The Information Was Fine. The Reactions Were Not.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.
Time to Buy Michael Saylor’s Strategy as Bitcoin Price Finds Support?
Two beaten-down names, Super Micro Computer and Strategy, are moving higher. But can the rallies continue?
Good Reports From Google, Texas Instruments Not Attracting Buyers
The news is hitting and there is some knee-jerk selling.
How I Stalk Fast Trades in Speculative Small-Caps
Oil is flying, but AI optimism is building. Here are three thinly traded names and how I trade them.