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Action

Buying More of This Semi-Cap Play on Tightening Industry Capacity

Buying More of This Semi-Cap Play on Tightening Industry Capacity

BY Chris Versace · Sep 3, 2026, 12:55 PM EDT

AMDAVGOMRVLNVDATSM
We’re Adding to This Position and Upgrading Our Rating

We’re Adding to This Position and Upgrading Our Rating

BY Chris Versace · Sep 3, 2026, 11:30 AM EDT

PCAR
We’re Picking Up More Shares of This Defense Player

We’re Picking Up More Shares of This Defense Player

BY Chris Versace · Sep 2, 2026, 2:58 PM EDT

BA
We’re Accumulating More Shares of This Oversold Holding

We’re Accumulating More Shares of This Oversold Holding

BY Chris Versace · Aug 28, 2026, 2:34 PM EDT

TJX
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 · 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
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
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
We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer

We’re Scooping Up Shares of a Chip Company and a Well Positioned Retailer

BY Chris Versace · Aug 21, 2026, 8:28 AM EDT

AAPLAVGOBJ
We’re Picking Up More Shares of This Discount Retailer

We’re Picking Up More Shares of This Discount Retailer

BY Chris Versace · Aug 19, 2026, 1:08 PM EDT

AMZNLCPNC
New Netflix Rating, Sticking With This Price Target After Game Studio Update

New Netflix Rating, Sticking With This Price Target After Game Studio Update

BY Chris Versace · Aug 17, 2026, 2:07 PM EDT

GOOGLNFLX
Locking in Gains, Setting New Price Target for This Data Center Play

Locking in Gains, Setting New Price Target for This Data Center Play

BY Chris Versace · Aug 12, 2026, 10:32 AM EDT

CRWVETNMSFT
We’re Exiting This Position. Here’s Why.

We’re Exiting This Position. Here’s Why.

BY Chris Versace · Sep 1, 2026, 10:18 AM EDT

BLDR

Editors' Picks

Buying More of This Semi-Cap Play on Tightening Industry Capacity

BY Chris Versace · Sep 3, 2026, 12:55 PM EDT

We’re Adding to This Position and Upgrading Our Rating

BY Chris Versace · Sep 3, 2026, 11:30 AM EDT

We’re Picking Up More Shares of This Defense Player

BY Chris Versace · Sep 2, 2026, 2:58 PM EDT

We’re Exiting This Position. Here’s Why.

BY Chris Versace · Sep 1, 2026, 10:18 AM EDT

We’re Accumulating More Shares of This Oversold Holding

BY Chris Versace · Aug 28, 2026, 2:34 PM EDT