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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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Ethereum & Stable Coins: ETHA

On June 24, we suggested a bullish position on ETH. Specifically, we suggested selling a cash-covered put on ETHA, the ETF that tracks ETH, the coin that is needed to…

July 20, 2025
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Economic Briefing

What's going on with the economy and what to look out for.

July 19, 2025
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Emerging Markets

Emerging market equities have been dead money since 2008. This date was the year of the peak and the onset of the great financial crisis. This article is for paid…

July 17, 2025
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Carvana: CVNA

One of the biggest "E" ticket rides in the stock market these days is Carvana's shares. This article is for paid members - please login or subscribe for access.

July 15, 2025
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Pilgrams Pride: PPC

Today, we have another company in the food industry, and as you know, the food company stocks are the most hated in the marketplace today. This article is for paid…

July 14, 2025
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Options Expiration

Standard monthly options are coming due at the end of the week. We have 16 trades coming due, which is far larger than normal. This article is for registered members…

July 13, 2025
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Economic Briefing

Investors and traders should closely monitor the seven economic events scheduled for the week of July 15–18, 2025, as they provide critical insights into inflation, housing demand, producer prices, labor…

July 12, 2025
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Workday Inc.: WDAY

Today, we are going to take a look at the enterprise software company Workday, Inc. This article is for paid members - please login or subscribe for access.

July 9, 2025
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Economic Briefing

Investors and traders should closely monitor the seven economic events scheduled for the week of July 15–18, 2025, as they provide critical insights into inflation, housing demand, producer prices, labor…

July 8, 2025
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Target: TGT

If there was ever a Wall Street darling that lost its mojo, it is Target. Mike and I have talked about the company many times during "Office Hours." This article…

July 7, 2025
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Conagra Brands: CAG

The best we can tell, the food industry seems to be the most neglected sector of the stock market. One of the participants in this sector is Conagra Brands. This…

July 1, 2025
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Mosaic: MOS

One of the cyclical stocks we like is Mosaic. This article is for paid members - please login or subscribe for access.

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