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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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Open Mike

On Monday's episode of Open Mike, Mike discussed EV charging stations and their shortcomings. He also discussed how Tesla is miles ahead of the competition regarding on-the-road charging. This article…

June 17, 2024
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Adobe Update: ADBE (updated)

We like to think of stock picking as a science, but it is more of a social science. Price action can do things we do not expect because price is…

June 15, 2024
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Gilead Science: GILD

One of our favorite companies is Gilead Sciences. We like them because they are one of the few ethical drug companies that actually make technologies that cure disease, not just…

June 13, 2024
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Open Mike

In this week's episode of Open Interest, Mike discusses his analysis of Elon Musk's pay package from the perspective of an options trader in more detail. This article is for…

June 12, 2024
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Visa: V

Visa, the credit card network company, is an exciting enterprise. The financial media does not give it attention, and yet the stock methodically moves higher, delivering returns to shareholders. This…

June 11, 2024
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CVS Health Corporation: CVS

As we started writing this note, we asked ourselves: CVS must be an acronym for something. What is it? This article is for paid members - please login or subscribe…

June 11, 2024
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Southwest Airlines: LUV

It is not surprising to TOE readers that we like airline stocks, principally because they have returned to profitability while the share prices remain depressed. This article is for paid…

June 8, 2024
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An Option Trader’s Case FOR Elon Musk’s Pay Deal

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June 8, 2024
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Door Dash: DASH

Home delivery is the new luxury. We are well aware of the Amazon phenomenon, where people shop online. There are some good reasons for Amazon's success. Choice is one of…

June 6, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the machinations about market making, inter-broker communications, Keith Gill (Roaring Kitty) & GME. This article is for registered members - please login…

June 6, 2024
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Apple Inc.: AAPL

Apple will hold its Worldwide Developers Conference (WWDC24) from June 10 to June 14. This conference comes just in time, as Apple has been slow and deliberate in its development…

June 5, 2024
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Advanced Micro Devices: AMD

AI is all the rage, and NVIDIA is clearly the winner at this stage of the game. At the same time, there are people out there who think the current…

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