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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 they will not come. This article is for paid members…
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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 - please login or subscribe for access.
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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 subscribe for access.
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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 and services for hosting and building websites. In fact, our…
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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.
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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 to accommodate them. This article is for paid members -…
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March 24, 2026
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Broadcom Earnings, a Look Back and a Look Ahead: AVGO

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August 26, 2025
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First Solar: FSLR

First Solar (FSLR), a leading U.S.-based manufacturer of thin-film solar panels, has benefited from domestic policy incentives (i.e., tax breaks) for the installation of solar panels like those provided in…

August 24, 2025
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Marvel Tech: MRVL

Marvell Technology Inc. (MRVL) will report its Q2 fiscal 2026 earnings report August 28, 2025, after market close. Consensus estimates project earnings per share of $0.68 on revenue of just…

August 23, 2025
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Walmart: WMT

Walmart is an interesting sight. While investors have tossed their money in the "gogo" Mag 7, the other 394 stocks in the S&P500 underperform... except Walmart. This article is for…

August 20, 2025
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Gold: GLD

The last time we talked about Gold was April of 2025. The price of Gold had ripped higher, and its deviation from the 150-day moving average was deserving if not…

August 19, 2025
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Altassian Corp: TEAM

Altassian is a company that few people have heard about, but it has been a darling with the institutional investment crowd. This article is for paid members - please login…

August 18, 2025
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Charter Communications: CHTR

As the markets increase higher and higher, it is getting difficult to find cheap stocks that have some upward momentum. What we tend to find are overpriced stocks and those…

August 16, 2025
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Target Earnings: TGT

On May 19th, we discussed whether Target might finally be making a bearish-to-bullish reversal, “Betting on a comeback…” ahead of earnings. This article is for paid members - please login or subscribe…

August 9, 2025
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Home Depot: HD

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August 9, 2025
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Economic Data Review

The coming week will feature several key U.S. economic data releases that could significantly influence market sentiment and introduce volatility to the market, which is currently trading near record highs.

August 9, 2025
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Cisco Systems: CSCO

Bull and Bear Case for Cisco Systems (CSCO) Ahead of Q4 FY2025 Earnings This article is for paid members - please login or subscribe for access.

August 6, 2025
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Global Foundries Inc: GFS

The President is moving forward on his initiative to reshore production to the US. There will be lots of winners in this move, particularly the blue-collar labor sectors that inhabit…

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