SpaceX | SPCX
We were recently asked how we would trade SpaceX. This is a tough call as one is betting on blue sky. The month SpaceX is raising is needed to make…
Apple Inc | AAPL
We were recently asked about Apple. Our response to that question is that we like the products, but we dislike the stock. This article is for paid members - please…
Chipotle Mexican Grill | CMG
Today, we wanted to revisit Chipotle Mexican Grill. A month ago, we suggested traders buy the dip and look for an extended rally in the stock. This article is for…
Should we beware the Mag 7 | MAGS
Should we be concerned about the Mag & and other hyperscalers tossing billions of dollars at AI data centers? This article is for paid members - please login or subscribe…
O’Reilly Auto | ORLY
When people need transportation, most of us have three choices besides public transport or Uber/Lyft/Taxi/Train: buy a new car, buy a used car and fix it up if necessary, or…
Strategy Inc | MSTR & STRC
Strategy common stock (MSTR) is in the dumps these days because bitcoin is down. While that might have the bitcoin & Strategy bulls concerned, what freaked them out at the…
Is there a Head & Shoulders Top in the S&P 500? | SPY
People are getting nervous about the direction of equity prices. There are always nervous nillies, and we have to admit we are part of that crowd from time to time.…
Zoom Communications Inc. | ZM
Zoom Communications is a popular cloud-based video communications platform that became ever so popular during the Covid lockdown. This article is for paid members - please login or subscribe for…
Clorox Co | CLX
The Clorox Company has round-tripped. The stock was rising at a measured pace for a long time. Then C19 hit, and the company could not make enough chlorine bleach to…
Walt Disney Company | DIS
The Walt Disney Company is an iconic brand that screams American. There is nothing more fun than attending one of its theme parks. Mark grew up in Southern California and…
Some Thoughts on Artificial Intelligence
AI is the talk of the town. AI companies building models and/or computing capacity are spending ridiculous sums on this almost unprecedented infrastructure buildout. We say "almost" because the building…
CBOE Global Markets, Inc | CBOE
The CBOE stock price has taken it on the chin over the past few weeks. With revenues and earnings still growing, is it time to "buy the dip"? This article…