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Portfolio

Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning

Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning

BY Chris Versace · Aug 27, 2026, 3:27 PM EDT

AMZNBBYBJCOSTDKS
Chart of the Day: Now It’s Marvell’s Time to Step Up

Chart of the Day: Now It’s Marvell’s Time to Step Up

BY Bob Lang · Aug 27, 2026, 1:30 PM EDT

GOOGLMRVLNVDA
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex

New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex

BY Chris Versace ·

Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday

Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday

BY Chris Versace · Aug 27, 2026, 8:46 AM EDT

AAPLADSKAFRM
Video: Sticky Inflation, AI Chips and Apple’s Foldable

Video: Sticky Inflation, AI Chips and Apple’s Foldable

BY Chris Versace · Aug 26, 2026, 2:25 PM EDT

AAPLMRVLNVDA
Chart of the Day: This Gold Miner Is Starting to Shine

Chart of the Day: This Gold Miner Is Starting to Shine

BY Bob Lang · Aug 26, 2026, 1:30 PM EDT

EGO
Upgrading Our Meta Rating as Settlement News Removes Overhang

Upgrading Our Meta Rating as Settlement News Removes Overhang

BY Chris Versace · Aug 26, 2026, 9:58 AM EDT

META
Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday

Intuit Spooks Software Stocks: 8 Key Items Shaping the Stock Market Wednesday

BY Chris Versace · Aug 26, 2026, 8:25 AM EDT

AANFBBWI
VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos

VIDEO: Drone Market Opportunity With Matternet CEO Andreas Raptopoulos

BY Chris Versace · Aug 25, 2026, 2:53 PM EDT

Chart of the Day: Pullback in Eaton Is Actually a Positive

Chart of the Day: Pullback in Eaton Is Actually a Positive

BY Bob Lang · Aug 25, 2026, 2:15 PM EDT

ETN
Selling Palantir at a Big Profit to Increase Our Cash on Hand

Selling Palantir at a Big Profit to Increase Our Cash on Hand

BY Chris Versace · Aug 25, 2026, 11:05 AM EDT

AVGOCOSTPLTR
We’re Picking Up More Shares of This Holding

We’re Picking Up More Shares of This Holding

BY Chris Versace · Aug 25, 2026, 9:30 AM EDT

WM
China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday

China and Iran Push Back on Bessent: 8 Key Items Shaping the Stock Market Tuesday

BY Chris Versace · Aug 25, 2026, 8:55 AM EDT

AAPLBABAC
Aug 27, 2026, 11:55 AM EDT
ANETAVGODELL
Adding to This Semi-Cap Equipment Holding After Connecting the Dots

Adding to This Semi-Cap Equipment Holding After Connecting the Dots

BY Chris Versace · Aug 27, 2026, 9:30 AM EDT

HPQNVDA

Editors' Picks

Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning

BY Chris Versace · Aug 27, 2026, 3:27 PM EDT

Chart of the Day: Now It’s Marvell’s Time to Step Up

BY Bob Lang · Aug 27, 2026, 1:30 PM EDT

New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex

BY Chris Versace · Aug 27, 2026, 11:55 AM EDT

Adding to This Semi-Cap Equipment Holding After Connecting the Dots

BY Chris Versace · Aug 27, 2026, 9:30 AM EDT

Nvidia Guidance Eases Concerns: 8 Key Items Shaping the Stock Market Thursday

BY Chris Versace · Aug 27, 2026, 8:46 AM EDT