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Weekly Roundup: A Hot Start to August as Portfolio Catches a Wave

Avatar photo Chris Versace on August 7, 2026

Surfing. Catching a wave

We added three new holdings this week, diversifying our lineup, and locked in massive gains across three others. 

Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday

Avatar photo Chris Versace on August 4, 2026

Palantir (PLTR)

What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.

We’re Shaking Up the Bullpen With 4 Additions and 4 Removals

Avatar photo Chris Versace on August 3, 2026

Addition and Subtraction

As we look ahead, it’s time to freshen things up. 

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