Locking in Big Gains on 3 High-Flying Holdings
We’re taking prudent action but keeping sizable positions as our theses continue to play out.
This Legacy Tech Name Is Suddenly of the Cheapest AI Plays Around
Earnings growth better than 50%, a forward multiple around 12 and an analyst target roughly a third higher.
The $10K Portfolio: Gunnin’ for Some More Smith & Wesson
As gun ownership appears to be on the rise, I’m adding to this weapons maker. Also, I’m eyeing an exit for this stock.
Palantir Price Target After ‘Otherworldly’ Surge
The AI darling has one of the strongest balance sheets seen in four decades.
Palantir and Onsemi Calm AI Concerns: 8 Key Items Shaping the Stock Market Tuesday
What to watch with SpaceX earnings, U.S munition pain point, Duke Energy’s capital plan, and other headlines are moving stocks this morning.
Wall Street Has Shifted Back to Bullish on the Semis. Here’s How to Play a Rally.
Last week was the big freak-out in the semi names. This week, people are jumping back in. Will it be a straight line to new highs?
Chart of the Day: Axon Needs to Continue to Trend
The company reports earnings Wednesday and it’ll be interesting to see how the market responds.
Morgan Stanley Hits Circle With Drastic New Price Target Amid Crypto Contraction
The stablecoin firm is seeing its shares under pressure after some changes from Wall Street.
VIDEO: Why This Report Is Helping Lift the Market and 2 Holdings
Let’s discuss changes to the Portfolio’s Bullpen and the new Apple Upgrade Program.