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…

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.

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.

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.

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…

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…
August 10, 2026

Gold Continues to Glitter

Gold jumped roughly 7% this week, logging its best weekly gain in eight months, driven by a weaker U.S. dollar, falling Treasury yields, and an unexpected contraction in employment data…

August 6, 2026

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…

August 4, 2026

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…

August 3, 2026

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…

August 1, 2026

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…

July 29, 2026

Rates & Predictions

The issue is bonds.... James Bonds This article is for registered members - please login or click here to subscribe or register for free.

July 28, 2026

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.

July 27, 2026

Apple Inc. Update | AAPL

Making bearish bets in this market is hazardous to one's financial health, even for stocks that appear expensive and overvalued. This article is for registered members - please login or…

July 25, 2026

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…

July 22, 2026

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…

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