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Portfolio

Tracking Over 45 Portfolio Signals That Speak to Our Investment Strategies

Tracking Over 45 Portfolio Signals That Speak to Our Investment Strategies

BY Chris Versace · Nov 14, 2026, 8:30 AM EST

AAPLAMZNANETAVGOAXON
Weekly Roundup: Jensen Huang’s Exit Rattles AI as We Trade Boeing for SpaceX

Weekly Roundup: Jensen Huang’s Exit Rattles AI as We Trade Boeing for SpaceX

BY Chris Versace · Nov 13, 2026, 6:15 PM EST

ANETAVGOAXON
VIDEO: Mining Without Digging: Modern Mining CEO Jeet Basi on Recovering Critical Metals From E-Waste

VIDEO: Mining Without Digging: Modern Mining CEO Jeet Basi on Recovering Critical Metals From E-Waste

Applied Materials Caps Record Year, But We’re Still Trimming Our Price Target

Applied Materials Caps Record Year, But We’re Still Trimming Our Price Target

BY Chris Versace · Nov 13, 2026, 10:50 AM EST

CBRSCSCO
Cerebras, Cisco and Applied Materials: 8 Key Items Shaping the Stock Market Friday

Cerebras, Cisco and Applied Materials: 8 Key Items Shaping the Stock Market Friday

BY Chris Versace · Nov 13, 2026, 8:37 AM EST

ANTCBRSCFRUY
Chart of the Day: This Bullpen Name Still Intrigues From the Sidelines

Chart of the Day: This Bullpen Name Still Intrigues From the Sidelines

BY Bob Lang · Nov 12, 2026, 2:22 PM EST

LIN
Question Window for the Next Office Hours Session Is Open

Question Window for the Next Office Hours Session Is Open

BY Chris Versace · Nov 12, 2026, 1:52 PM EST

We’re Adding to Our Robotics Holding

We’re Adding to Our Robotics Holding

BY Chris Versace · Nov 12, 2026, 12:37 PM EST

ADSKAMBAAMZN
Uncertainty Is Back and We’re Sticking to the Sidelines for Now

Uncertainty Is Back and We’re Sticking to the Sidelines for Now

BY Chris Versace · Nov 12, 2026, 9:30 AM EST

NVDA
Jensen Huang Debacle Weighs on Nvidia and the Market: 8 Key Items Shaping the Stock Market Thursday

Jensen Huang Debacle Weighs on Nvidia and the Market: 8 Key Items Shaping the Stock Market Thursday

BY Chris Versace · Nov 12, 2026, 8:39 AM EST

AAPLARWRASND
Possible Pecking Order for Our Shopping List

Possible Pecking Order for Our Shopping List

BY Chris Versace · Nov 11, 2026, 3:04 PM EST

CRWVIFFTOST
Chart of the Day: Apple Just Keeps on Rolling

Chart of the Day: Apple Just Keeps on Rolling

BY Bob Lang · Nov 11, 2026, 1:44 PM EST

AAPL
New SpaceX Price Target as We Add it to the Portfolio

New SpaceX Price Target as We Add it to the Portfolio

BY Chris Versace · Nov 11, 2026, 10:11 AM EST

AXONBACRWV

BY Chris Versace · Nov 13, 2026, 1:15 PM EST

MDRN
A SpaceX-Tesla Deal as Soon as December?

A SpaceX-Tesla Deal as Soon as December?

BY Chris Versace · Nov 13, 2026, 12:15 PM EST

LITEMRVLNVDA

Editors' Picks

Tracking Over 45 Portfolio Signals That Speak to Our Investment Strategies

BY Chris Versace · Nov 14, 2026, 8:30 AM EST

Weekly Roundup: Jensen Huang’s Exit Rattles AI as We Trade Boeing for SpaceX

BY Chris Versace · Nov 13, 2026, 6:15 PM EST

VIDEO: Mining Without Digging: Modern Mining CEO Jeet Basi on Recovering Critical Metals From E-Waste

BY Chris Versace · Nov 13, 2026, 1:15 PM EST

A SpaceX-Tesla Deal as Soon as December?

BY Chris Versace · Nov 13, 2026, 12:15 PM EST

Applied Materials Caps Record Year, But We’re Still Trimming Our Price Target

BY Chris Versace · Nov 13, 2026, 10:50 AM EST