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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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November 12, 2022
June 10, 2025
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Novo Nordisk:NVO Update

On April 23, we suggested investors take a bullish posture on NVO, the maker of Ozempic (a popular diabetes therapy) and Wegovy (the popular weight loss drug). This article is…

June 9, 2025
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Apple Inc: AAPL

Apple put its WWDC25 on today, Monday, June 9. The company uses this annual event to highlight to the world what they are working on and what new products will…

June 7, 2025
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Kraft Heinz: KHC

Kraft Heinz is a bit of an enigma. It is simultaneously one of the great American brands and one of Warren Buffett's biggest mistakes. This article is for paid members…

June 7, 2025
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Office Hours

In this episode of Office Hours, @Michael_Khouw & @MGuthner discuss the dust-up between President Trump and Elon Musk. We go on to discuss DeMark Indicators and what they are signaling…

June 4, 2025
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United Airlines: UAL

If there is an industry that is left for dead, it is the airline industry. The question contrarian investors are asking is, "is the airline idustry done for the moment…

June 3, 2025
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Bath & Body Works

Bath & Body works Bath & Body Works is a global leader in personal care and home fragrance, known for creating products that aim to make the world a "brighter,…

June 2, 2025
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Robinhood Markets. Inc: HOOD

Robinhood is a broker made famous by the GameStop affair. It was primarily Robinhood clients gathering on social media to gang up on the shorts, which were primarily professionals. It…

May 31, 2025
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Office Hours

In this week's episode of Office Hours, Mike & Mark discuss the recent economic numbers and NVDIA. This article is for registered members - please login or click here to subscribe or…

May 31, 2025
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Cameco: CCJ

The nuclear power industry is getting a lot of attention these days. The world is figuring out that data centers running AI apps need massive amounts of electricity to run.…

May 28, 2025
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What’s Next for Bitcoin: IBIT

Bitcoin is the asset of the decade. It has been loved by some and hated by many, but it has delivered a higher return on investment than any other asset…

May 27, 2025
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USA Steel

US Steel has received a buyout offer from Nippon Steel. The Biden administration said it would not let the takeover go through for national security reasons. This article is for…

May 25, 2025
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Office Hours

Mike and Merk discuss the Kelly Criterion and much more. This article is for registered members - please login or click here to subscribe or register for free.

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