Microsoft | MSFT
Everyone is worried about the Mag 7, as many of these companies are hyperscalers making huge investments in AI compute. Investors are worried that these companies will build it, but…
Albertson’s | ACI
There is rarely a situation in which one can find an asymmetric payoff in an old-economy stock. We think we may have found one. This article is for paid members…
T. Rowe Price | TROW
Today, we thought we would return to one of our favorite buy-write names: T. Rowe Price, the asset management company. This article is for paid members - please login or…
GoDaddy | GDDY
GoDaddy is the company we all interact with, even though we do not directly use their products. GoDaddy is one of the companies that registers web addresses and provides infrastructure…
Oracle Corp | ORCL
The most hated Mag 7 adjacent, Tech, Cloud, Enterprise Software, AI stock is Oracle Corp. This article is for paid members - please login or subscribe for access.
Dominion Energy | D
The one bottleneck to AI that everyone seems to agree upon is energy. Data centers are energy hogs, and the US is undergoing a significant upgrade to its energy grid…
Domino’s Pizza | DPZ
Fast-casual restaurants have been in a bit of a funk over the past couple of years. Some say it is the Wegovy effect, where people on GLP-1s are eating out…
Bookings Holding Inc. | BKNG
Investors are getting nervous about oil prices and their impact on gas and jet fuel prices. Some think it will eventually put a crimp in people's travel plans. This article…
HUT 8 | HUT
Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well. On May 13, we suggested selling another cash-covered put, and…
Netflix Inc. | NFLX
Netflix reported earnings last week, and the street was disappointed. Did they overreact, or are they on to something? This article is for paid members - please login or subscribe…
Cheniere Energy Partners, L.P. | CQP
Today, we want to talk about an income play. Cheniere Energy Partners, L.P., is an LNG infrastructure company critical to global natural gas trade. This article is for paid members…
DocuSign | DOCU
DocuSign is a stock that has taken investors on quite a roller coaster ride. It came to the public in close to 9 years ago, just before the C19 lockdown.…