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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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November 12, 2022
May 18, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses the CPI, Walmart (WMT), Starbucks (SBUX), and Commodity prices.

May 18, 2024
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Albertsons Companies: ACI

Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members…

May 16, 2024
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Copper & Gold Update

An exciting phenomenon just happened in the copper market. It broke out to new all-time highs. This article is for registered members - please login or click here to subscribe or register…

May 15, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

May 13, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the efficient market hypothesis and the wisdom of crowds. He then discusses individual companies and stocks, such as Costco (COST), Nvidia (VNDA),…

May 13, 2024
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Berkshire Hathaway: BRK/B

The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread…

May 10, 2024
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Fifth-Third Bancorp: FITB

After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members…

May 8, 2024
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Open Mike

In this week’s episode of Open Mike, Mike discusses Vistra (VST), Starbucks (SBUX), Uber (UBER), the Energy Index (XLE), the S&P500 (SPY & SPX), and Robin Hood (HOOD).

May 8, 2024
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Synchrony Financial: SYF

If you look at the broad market averages, as we often do, stocks look very expensive. But we have to remember that we live under the Magnificent Seven regime. These…

May 8, 2024
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Humana: HUM

Health management companies have been under pressure lately, and the reason for this is not altogether surprising but, of course, difficult to predict ahead of time. This article is for…

May 7, 2024
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Open Mike

In Monday’s episode of Open Mike, Mike discusses Disney ($DIS), Delta Airlines ($DAL), Uber ($UBER), Robin Hood ($HOOD), Lululemon ($LULU), and Blackrock ($BLK).

May 6, 2024
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APA Inc: APA

The oil and gas market surprises us these days, but that does not mean there is nothing intelligent to do. We have been patient, waiting for the old trend to…

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