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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
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United Parcel Service | UPS

Continuing with our themes of sell AI buy old economy, today we take a look at United Parcel Service. This article is for paid members - please login or subscribe…

June 7, 2026
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Chipotle Mexican Grill | CMG

Chipotle Mexican Grill has faced challenges over the past few years. With the stock down 60%, investors are treating the company as if it were mortally wounded. This article is…

June 6, 2026
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The Big Picture | Is the Bear Market Here?

On June 3, 2026, we suggest closing 26 trades, all but one of which were bullish. This article is for registered members - please login or click here to subscribe or register…

June 3, 2026
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Close Trades & Reduce Risk

Every day at about 10 am, we check how the US equity markets open. Most of the time, the prices of the broad averages are up, and they're up substantially.…

June 2, 2026
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Booking Holdings | BKNG

The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure…

June 1, 2026
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Exxon Mobile | XOM

We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please…

May 30, 2026
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Adobe Systems | ADBE

Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members -…

May 27, 2026
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Super Micro Computer Inc | SMCI

Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.

May 26, 2026
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The Hersey Corporation | HSY

On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a…

May 24, 2026
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Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS

With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO…

May 20, 2026
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NVIDIA Earnings | NVDA

NVIDIA reported earnings after the close on Wednesday. While the street yawned, we thought the report was pretty good. This article is for paid members - please login or subscribe…

May 19, 2026
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PayPal | PYPL

On February 10, 2026, we suggested that traders sell cash-covered May $40 puts on PayPal. The company just reported EPS of $1.22 a shared, which was below expectations. This article…

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