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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…
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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.
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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.
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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.
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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…
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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…
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March 24, 2026
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November 12, 2022
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.

June 30, 2025
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Centene Corp: CNC

The health insurance market is under intense scrutiny these days. United Healthcare (UNH) is a stock we have talked about that investors have taken to the woodshed for good reason.…

June 28, 2025
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Tesla: TSLA

Tesla is a leader in the EV space. But the company has more going for it than just EVs. The company has been innovating its way to success and is…

June 25, 2025
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Toyota Motor Company: TM

One of our favorite automobile manufacturing companies is Toyota Motor Company. They make and deliver more cars than any other company on the planet and they produce a very high-quality…

June 24, 2025
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Stablecoins & the Ethereum Network: ETH

On June 17, 2025, the U.S. Senate passed the Guiding and Establishing National Innovation for US Stablecoins (“GENIUS”) Act with strong bipartisan support (68-30 vote) This article is for paid…

June 23, 2025
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Novo Nordisk: NVO

On April 23, we suggested writing a June 20, $55 strike cash-covered put on the stock when it was trading at $61.30. That option expired worthless last Friday. This article…

June 21, 2025
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US Dollar

The US Dollar has been falling since the middle of 2022, and articles in the financial press tell us that more weakness is to come. This article is for paid…

June 18, 2025
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More on Crude Oil: USO & WTIC

We are looking at the oil market with some interest as the war between Israel & Iran has created uncertainty about the global supply of oil. This article is for…

June 17, 2025
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Suncor: SU

The Middle East is heating up, and that is putting the oil markets on edge as they should be. Craziness aside, how should one trade this event? Good question. This…

June 16, 2025
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United Health: UNH

If there was ever a high-flying darling that has taken a beating, it is UnitedHealth. This article is for paid members - please login or subscribe for access.

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