United Parcel Service | UPS
Continuing with our themes of sell AI buy old economy, today we take a look at United Parcel Service. This article is for paid members - please login or subscribe…
Chipotle Mexican Grill | CMG
Chipotle Mexican Grill has faced challenges over the past few years. With the stock down 60%, investors are treating the company as if it were mortally wounded. This article is…
Booking Holdings | BKNG
The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure…
Exxon Mobile | XOM
We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please…
Adobe Systems | ADBE
Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members -…
Super Micro Computer Inc | SMCI
Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.
The Hersey Corporation | HSY
On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a…
Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS
With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO…
NVIDIA Earnings | NVDA
NVIDIA reported earnings after the close on Wednesday. While the street yawned, we thought the report was pretty good. This article is for paid members - please login or subscribe…
PayPal | PYPL
On February 10, 2026, we suggested that traders sell cash-covered May $40 puts on PayPal. The company just reported EPS of $1.22 a shared, which was below expectations. This article…
Semiconductors | SMH
In our conversation with investors, we hear a few questions over and over. Is AI a bubble? And, are the semiconductor stocks overbought? We think the second question is essentially…
Hut 8 | HUT
Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and…