Netflix Update | NFLX
Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password

Super Micro Computer Inc | SMCI
Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…

Hess Midstream LP | HESM
With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…

Uber Technologies | UBER
We have been watching UBER for some time because we like its business model, but we thought the revenue split between the parent company and its independent drivers was unfair and would need to be corrected for the company to…

Memory Chip Stocks | DRAM
The AI trade is coming into question. The share price of all the hardware manufacturers is coming under pressure and trading down hard. We were looking for a pullback in October, but we thought it might have ended a few…

General Mills | GIS
It is no secret that we have been looking for a selloff in October. We think it is too heavily weighted in the AI trade and that October would be a period of lower Tech/AI share prices. This would serve…

What We Need is More Cow Bell!

It is no secret that many college graduates are up to their eyeballs in debt. Many graduates have the equivalent of a home mortgage but not the house. Most people borrow…

Autos & the Economy

Macroeconomic analysis is not a primary driver of our investment process, but it does play a role. To our way of thinking, there are companies that do well and some…

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