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  • Wed Oct 29

New Gold And Coeur Mining: A Bad Deal For One, A Better One For The Other

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Gold Market Commentary: Technical Difficulties

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Super Micro: Better Value Than Investors Think

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The Correction Is Just Getting Started

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Nvidia: Now Is The Time To Double Down (Upgrade)

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Wall Street Lunch: Nvidia's Jensen Takes U-Turn After Saying China Will Win AI Race

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A Market Crash Is Imminent

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Palantir: This Is The Biggest Of The AI Bubbles

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Sector Rotation Is Afoot As Investors Buy The Dip

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I Demand International Income: 2 Easy Buys With +11% Yields Today

3w
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Aviation Industry Looks To Avoid Mayday Disaster

3w
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AI Completely Broke The Market - And Most Investors Haven't Noticed Yet

3w
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Bitcoin: It's Now Or Never

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Wall Street Breakfast Podcast: Government Shutdown Hits New Altitude

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NNN REIT Q3 Earnings: Tenant Issues Come Back To Haunt This REIT

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Okta: From Steady To Catalyst-Loaded (Rating Upgrade)

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Intel Stock: Is The Turnaround Finally Real?

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Revisiting The Credit Quality Of Innovative Industrial Properties

3w
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Small Modular Reactors: Why Governments And Tech Giants Are Embracing SMRs

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Sterling Infrastructure: Wait For A Better Entry Point As Stock Looks Overstretched Now

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Sezzle Inc. 2025 Q3 - Results - Earnings Call Presentation

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QQQ Vs. IGV: NDX's Simplicity Still Wins; Software ETFs Not Yet Core In Current Markets

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Ahold Delhaize: And I'm Out At Q3 2025 (Rating Downgrade)

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Plains All American Pipeline, L.P. Common Units 2025 Q3 - Results - Earnings Call Presentation

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The More My Top Infrastructure Pick Drops, The More I Buy: ONEOK

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Top 10 Quant Stocks Of 2025 Up 45%

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Skip The Bubble And Collect ~14% Dividend With IWMI

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CoreWeave: I Am Buying The Dip Before Earnings

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Ares Capital's NAV Just Hit A New Record High: Buy This 9% Yield Now

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10% Income In Private Credit - My Contrarian Bet On A Mispriced Market

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What Does Mamdani's NYC Win Mean For Wall Street?

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Wall Street Breakfast Podcast: Record Shutdown Meets Election Day

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Coeur Mining Acquires New Gold: When 2 Buys Create A Strong Buy

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Chart Of The Day: How Worried Should You Really Be About This Chart?

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Valuations Scream Warning Through A Megaphone

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Why CleanSpark's Shift Into AI Data Centers Could Be A Game Changer For Investors

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ONEOK: Get Ready For A Stronger Rally

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QuantumScape: A Convex Long On The Future Of Solid-State Energy

3w
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Super Micro Computer: Driving Sales At The Expense Of Margins - Sell

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MP Materials: Good For America, Bad For Your Portfolio

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Upstart Holdings, Inc. (UPST) Q3 2025 Earnings Call Transcript

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Argan: Fundamental Momentum Continues, But Risk Of Competition And Expensive Valuation Is Hard To Justify

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The AI Party Is Over: Big Tech's Debt Boom Signals The Hangover

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Top Biotech Stocks Riding The Rally

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Wall Street Lunch: 'Big Short' Investor Michael Burry Bets Against Nvidia, Palantir

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The Market Is In A 'Classic Price Bubble'

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A Golden Buy The Dip Opportunity

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2 BDCs To Sell Before They Cut Their Dividend

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Supercharge Your Early Retirement With +8% Yields

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AI's Power Crisis - And The Surprising Winners I Never Expected

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Entries updated Nov 29, 2025 02:42:01 AM PST

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