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…

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.

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.

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.

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…

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…
May 18, 2026

Semiconductors | SMH

In our conversation with investors, we hear a few questions over and over. Is AI a bubble? And, are the semiconductor stocks overbought? We think the second question is essentially…

May 13, 2026

Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and…

May 11, 2026

APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This…

May 9, 2026

Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is…

May 6, 2026

Novo Nordisk Update | NVO

One of our long ideas is Novo Nordisk. The company had an earings announcement on May 6, and we thought this would be an opportune time to revisit the company.…

May 5, 2026

DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the…

May 4, 2026

Time to Take Profits on Rio Tinto PLC | RIO

On October 14, 2025, we suggested buying Rio Tinto, the big diversified mining company. This article is for registered members - please login or click here to subscribe or register for free.

April 30, 2026

Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there…

April 30, 2026

Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in…

1 … 3 4 5 6 7 8 9 … 240