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TSMC: Wide Moat Remains, But Intel Just Got A Second Life (Rating Downgrade)

USA Rare Earth: An Intriguing Portfolio Addition (Or Alternative) For MP Materials Bulls

Oracle Q2 Preview: Ignore OpenAI Backlog At Your Peril

Is TSMC Slowing Down? Not For Long

Coherent: Re-Rating Complete, Risk-Reward Now Balanced

The Rate Cut May Produce A 'Sell The News' Event

Why 10%+ Yields Can Wreck Your Retirement Income

The Fed May Be About To Unleash A Massive Market Regime Shift

VICI Properties: The Drop I Anticipated Arrived (Rating Upgrade)

The Generational Shift I See Now - And My 33 Stocks For What's Coming

TSMC: Foundry Monopoly, Inelastic Demand, Robust Pricing Power, And Cheap Valuations

Wall Street Week Ahead

Microsoft: Path To $600

Hims & Hers: The Market's Panic Is Irrational

FinVolution: Cheap, Consistent, And Expanding Abroad

Cenovus Energy: Buying Scale, Boosting Returns, And Still Undervalued

TSMC: Unmatched Moat, Secular AI Tailwinds, And Still A Buy At Highs

Spotify: The Network Economy In The Audio Industry

New Management Has Definitely Shifted The Tone At 3M, But Follow-Through On Growth Is Essential

S&P 500 Snapshot: Win Streak Puts Index Inches From Record High

12 Years With Zero Gains: Can Your Retirement Plan Survive A 'Lost Decade?'

The One AI Chart That Completely Reshaped My Portfolio

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (December 2025)

What Moved Markets This Week

The Biggest Market Surprise Of The 2020s Is Potentially Still Ahead

Trinity Capital: Why I Put 25% Of My Portfolio Into This BDC

The Trade Desk: A Generational Buying Opportunity Emerges (Rating Upgrade)

U.S. Equities: I Want To Put All My Eggs In This Basket

CVS: FY 2026 Margin Recovery, Well Covered Dividends, And Cheap Valuations

$50 Oil Price Scenario: Enterprise Products Partners Better Positioned Than Energy Transfer

Chipotle: Market Overreaction Creates A Rare Buying Opportunity

Microsoft: Probabilities Are Shifting Toward Danger

Dividend Champion, Contender, And Challenger Highlights: Week Of December 7

4 Questions For The AI 'True Believers'

S&P 500: A Chart You've Probably Seen And Misread

Meta's Next Idea Could Be Bigger Than The Smartphone

Market Bubble? Buy These Defensive Dividends Instead, Earn +7.5% Income

Dovish Whispers And Market Roars

My 2026 Market Call: The Fed Shift I Don't Think Most Investors Are Ready For

The 4 Dangerous Optical Illusions That Keep Most Dividend Investors Poor

Wall Street Breakfast Podcast: The Nvidia Of China Soars On Debut

Market-Crushing AI Momentum: Top Robotics Technology Stocks

SoFi: $1.5B Dilution Raises Red Flags As Insiders Keep Selling

Alphabet And Amazon Proving Potential GPU Dominance Is Nvidia's Achilles Heel

SentinelOne Q3: CFO's Parting Gift To Bulls (Rating Upgrade)

Intuitive Surgical: Strong Fundamentals, Yet Market Price Reflects Most Of The Opportunity

Molina Healthcare: Investor's Eye 2026 Repricing, Amid Ongoing Buybacks

EchoStar: Fair For Its Operations, SpaceX For Free

Kevin Hassett As Fed Chair: Bond Vigilantes Are Warning Us

CoreWeave: This Sell-Off Cannot Be Justified