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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 is for paid members - please login or subscribe for…
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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 for paid members - please login or subscribe for access.
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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 - please login or subscribe for access.
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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 or subscribe for access.
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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 for the company and to the detriment of taxpayers, much…
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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 at the beginning and spit out cash over time. This…
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March 24, 2026
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Gold, Silver, Copper, Freeport McMoRan | FCX

The rally in precious metals prices has caught traditional stock investors by surprise. This phenomenon should not come as a big surprise to the gold and silver enthusiasts who have…

December 24, 2025
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Novo Nordisk Update | NVO

On December 22, 2025, the FDA approved Novo Nordisk's once-daily oral semaglutide (branded as the Wegovy pill), marking the first oral GLP-1 receptor agonist specifically for chronic weight management in…

December 24, 2025
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Economy is Ok

The government just released the latest GDP figures on Friday, and the results caught the mainstream (read: Keynesian) economists by surprise. Recall that they have been hitting an unrelenting drumbeat…

December 22, 2025
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Cisco Systems | CSCO

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December 21, 2025
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Hut 8, Inc. | HUT

NVIDIA aside, we are finding it difficult to identify investments in AI that show promise beyond "if they build it, they will come." Yes, many companies are jumping into the…

December 17, 2025
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Mosaic | MOS

Everyone hates Mosiac! We are looking for a sentiment shift. This article is for paid members - please login or subscribe for access.

December 17, 2025
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Cal-Maine | CALM

Today, we are going to talk about an off-the-run food name, Cal-Maine. Cal-Maine is the largest egg producer in the US. This article is for paid members - please login…

December 15, 2025
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Options Expiration and Year End Adjustments

At the end of the year, it makes sense to review one's positions and consider tax-loss harvesting. We will use the December standard monthly option expiration as an opportunity to…

December 14, 2025
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UiPath Inc | PATH

The investment market can be a complex and unpredictable entity at times. Now and then, it prices securities in a way that does not make sense. It is our job…

December 10, 2025
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Bristol Meyers Squibb Update | BMY

On October 20. In 2025, we suggest people take an aggressive bullish position on Bristol-Myers Squibb by purchasing a long-dated bullish risk reversal. This article is for registered members -…

December 9, 2025
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Deckers Outdoor | DECK

Deckers Outdoors designs, markets, and distributes footwear, apparel, and accessories developed for both everyday casual lifestyle use and high-performance activities. Its segments include the ever-so-popular UGG brand, the HOKA brand,…

December 8, 2025
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Corning Glass | GLW

There was a time when Cornings Glass was the talk of the town. During this time, the DOTCom bubble was in full force. Companies like WorldCom and Global Crossing emerged…

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