Casey’s General Store | CASY
One of our favorite under-the-radar growth stories is Casey's General Store. We started talking about the company in March of 2021, when the stock was trading in the $200 range.…
Freeport McMoRan | FCX
The AI buildout, electric cars, robots, power plants, and transmission lines need copper. Since the buildout is likely to take a decade or more, we will see rising demand for…
Apple | AAPL
Apple held its annual fall product event today at Apple Park in Cupertino. The event was branded “Surprise and Shine,” but it was nothing of the sort. The event focused…
Suncor | SU
Oil is a commodity that traders are having difficulty trading. While it has had an upward tilt, the best strategy was to sell short-dated upside calls after a skirmish in…
Galaxy Digital | GLXY
If you cannot decide whether to invest in crypto service companies or data center companies, Galixy Digital changes that question from "or" to "and" or yes, thank you. This article…
NVIDIA | NVDA
NVIDIA reported earnings, and they beat everyone's expectations. At the same time, the share price continues to move higher as if it were a slow-growth value company. This article is…
Oracle Corp Update & Trade Adjustment | ORCL
On July 28, we wrote a bullish article on Oracle Corp, the mega database, enterprise software, and SaaS company that jumped headfirst into datacenters. This article is for paid members…
Adeia Inc. | ADEA
Last week, we stumbled upon an interesting midsize company called ADEIA in a YouTube video while learning about patents and semiconductors. This article is for paid members - please login…
United Airlines | UAL
The airlines took a massive hit due to the C19 government shutdown. To stay alive, the company had to borrow heavily from the US government to pay its bills. Fortunately…
Wayfair | W
Investing is a process by which savers put their hard-earned capital to work in the hope that it will earn a return. People expect an investment to suck in capital…
Super Micro Computer Inc | SMCI
On May 27, we suggested getting bullish on SuperMicro Computers even though the company has a checkered past, as a few of its employees went off the reservation. This article…
Bonds, Debt & Inflation | Gold Silver & Bitcoin | Strategy Inc | MSTR
The US Treasury Department did something that caught bond investors by surprise. It decided to expand the buyback program of its long-term debt, This article is for paid members -…