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Crude Oil Update | USO, XOM, APA, SU

We are crude oil bulls from an investor perspective. But as oil users, we would like to see it come down. But what we like does not matter. It is our job to figure out what the market is going…
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Bookings Holdings Inc | BKNG

Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access.
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Alphabet | GOOGL

Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…
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Micron Technology | MU

Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…
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Chipotle Update | CMG

We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…
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Netflix | NFLX

Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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November 12, 2022
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…

August 5, 2025
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Trouble

We are having a very difficult time finding something intelligent to do. One can see the manic depression of investors everywhere. This article is for registered members - please login…

August 4, 2025
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American Eagle Outfitters: AEO

American Eagle Outfitters is in the news these days... because of their advertising. We like the line of reasoning that suggests that there is no such thing as bad publicity.…

August 2, 2025
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Air BNB Thoughts on Upcoming Earnings: ABNB

The bear case for Airbnb (ABNB) stock ahead of its Q2 2025 earnings report on August 6, 2025, highlights several interconnected challenges that could impact performance and valuation. This article…

August 1, 2025
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PayPal: PYPL

Technology stocks have led the way. It starts with the Mag 7 and continues with software and hardware companies. But there is one area of tech that has been left…

July 29, 2025
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Novo Nordisk: NVO

Novo Nordisk is a company that started out making the best diabetes treatments out there and then found out they have the best weight loss drug out there as well.…

July 28, 2025
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ASML Holding NV: ASML

The tech sector, in general, benefits greatly from the advancements in semiconductor technology. SMH, the ETF that traces the semiconductor stocks, is up 19% so far this year and 215%…

July 28, 2025
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Office Hours

In this episode of Office Hours, we discuss the recently passed crypto legislation and why it will be good for business and parts of the crypto community, particularly in the…

July 28, 2025
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Economic Briefing

Investors and traders will likely closely monitor these economic events scheduled for the week of July 29–August 1, 2025, as they provide critical insights into consumer confidence, housing demand, labor…

July 27, 2025
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Rio Tinto: RIO

Today, we would like to revisit our trade suggestion on Rio Tinto. This article is for paid members - please login or subscribe for access.

July 24, 2025
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Berkshire Hathaway: BRK.B

WE are disciplined investors here at the Options Edge, and that means we like to focus on value. But most people think that value is only found in old, mature…

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