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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
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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…
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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…
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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…
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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…
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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…
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October 17, 2026
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June 20, 2023
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Microstrategy Update: MSTR

Microstrategy is an enterprise software company that focuses on business intelligence. The software helps companies understand customer behavior and business costs, like acquiring and servicing customers. This article is for…

June 20, 2023
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Cisco Systems: CSCO

Cisco Systems is one of the most important companies in the internet infrastructure space. The company was started by a couple of Stanford professors who invented the first commercially available…

June 19, 2023
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Intuit Inc. Update: INTU

On 31 May 2023, we discussed Intuit Inc. This company produces accounting and payroll software that is used by small businesses. They produce tax software used by small businesses and…

June 19, 2023
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The Week Ahead | 6/19/2023

Welcome to “The Week Ahead” blog post, where we bring you the key insights and forecasts to better navigate the markets. The past week saw the S&P 500 technically enter…

June 17, 2023
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Mid Month Update

The stock market has rebounded from the selloff of 2022. While rising interest rates were the reason behind the drop in prices, people no longer seem to care.

June 15, 2023
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US Bancorp: USB

It is no secret that the regional banks just went through a near-death experience. The fall of Signature Bank was a problem nobody cared about because they focused on servicing…

June 13, 2023
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Archer-Daniels-Midland Company: ADM

The cost of food is becoming a more significant issue for working-class Americans. Nothing seems to be going right. This article is for paid members - please login or subscribe…

June 13, 2023
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Options Expiration

The stock market is behaving a bit manic these days. The momentum, tech, growth, and AI-inspired stocks run to extreme valuation. Investors are giddy. We keep our heads and stick…

June 12, 2023
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The Week Ahead | 6/12/2023

The Hot Zones this Week Each week there are zones where trading can get wild.  I call these the hot zones. This week, two key economic announcements are anticipated to…

June 10, 2023
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Vacation Time!, U.S. Global Jets ETF: JETS

The Summer has arrived and for many, it's vacation time. This article is for paid members - please login or subscribe for access.

June 7, 2023
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Apple Update: AAPL

It is no secret that we love Apple products. At the same time, we recently became bearish on Apple stock. Not that we think anything is wrong. It's just that…

June 6, 2023
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Gen Digital Inc.: GEN

Today we are going to talk about Gen Digital Inc., a company most of us know but at the same time do not who they are. This article is for…

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