Portfolio

Tracking 33 Signals Across 9 of the Pro Portfolio’s Investment Themes

BY Chris Versace · Oct 10, 2026, 8:30 AM EDT

AMZNANETAVGOAXONCIBR

Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb

BY Chris Versace · Oct 9, 2026, 5:45 PM EDT

AAPLALABAMD

SpaceX’s Spectrum Move Hits Wireless Carriers: 8 Key Items Shaping the Stock Market Friday

Picking Up More Shares of This Holding After Multiple Wins

BY Chris Versace · Oct 8, 2026, 1:09 PM EDT

AXONPLTR

Chart of the Day: Keep a Close Eye on Axon

BY Bob Lang · Oct 8, 2026, 11:45 AM EDT

AXON

Oil Up on Renewed U.S.-Iran Concerns: 8 Key Items Shaping the Stock Market Thursday

BY Chris Versace · Oct 8, 2026, 8:52 AM EDT

APLDCOSTETN

VIDEO: AI and Data Center Spending, Rates and More

BY Chris Versace · Oct 7, 2026, 12:00 PM EDT

PEP

Chart of the Day: Another EPS All-Stars Winner?

BY Bob Lang · Oct 7, 2026, 11:05 AM EDT

ALAB

Oil & Treasuries Up, Fed Minutes Ahead: 8 Items Shaping the Market Wednesday

BY Chris Versace · Oct 7, 2026, 8:55 AM EDT

AMDAMZNAPLD

Chart of the Day: Bank of America Needs a Lifeline

BY Bob Lang · Oct 6, 2026, 9:45 AM EDT

BAC

AMD’s ‘Very High’ Chip Demand Sets Up Marvell’s Investor Day: 8 Key Items Shaping the Stock Market Tuesday

BY Chris Versace · Oct 6, 2026, 7:48 AM EDT

ACIAMDAPOG

This Holding Will Benefit From a U.S. Army Update, But There Is an Even Bigger Market Opportunity Ahead

BY Chris Versace · Oct 6, 2026, 6:00 AM EDT

AXON

This Week’s Portfolio Office Hours: Thursday, October 8

BY Chris Versace · Oct 5, 2026, 3:30 PM EDT

MRVL

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