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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
June 14, 2025
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General Mills: GIS

General Mills is one of our favorite consumer products companies, whose stock has struggled the past few years. The reason for its underperformance is that it became overvalued, and unit…

June 14, 2025
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The Various Hypotheses For the Cause(s) of the Air India Dreamliner Crash

The Air India Flight 171 crash, involving a Boeing 787-8 Dreamliner on June 12, 2025, in Ahmedabad, India, killed 241 of 242 people on board and at least 24 on…

June 11, 2025
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Dollar General: DG

Dollar General has been down in the dumps as it was not able to adjust to rising prices as well as it has in the past. Some have argued that…

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.…

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