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Politics And The Markets 12/26/25

Microsoft: The Real AI Winner Hiding In Plain Sight

The Rotation Fear Won't Last; Betting On Tech's 2026 Comeback

I'm Dreaming Of A Silver Christmas

Nvidia: Poised To Unlock $6 Trillion In 2026

Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)

Amazon's Stock Is Dirt Cheap

Lots Of Things Are Looking Up

CommScope: Awaiting Closing And Special Dividend

TriplePoint Venture Growth: Be Careful With This 15% Yield

EOG Resources: Buy The Dip For A Reputable Producer

Nvidia Has A Cash Problem

Amazon: A Correction Under $200 May Be Necessary Before Uptrend Resumes (Technical Analysis)

TJX Companies: Rating Downgrade On Expensive Valuation

AAR: Firing On All Cylinders

Immatics: PRAME Leader's Transition To Commercial Reality

Ray Dalio's Warning: We're Heading For Challenging Times By 2029

3 Once-In-A-Decade REIT Buying Opportunities For 2026

2026 Could Be The Year Of The 2-ETF Portfolio: Here's A Simple One With SPY And BIL

Give Your Retirement The Ultimate Gift Of Income This Christmas

Energy Is, By Far, My Favorite Sector For 2026

Will Santa Come To Wall Street This Year?

Buy The Dip: 2 Of The Best Undervalued 8%-10% Yields I've Seen

Tesla: Risks Outweigh Potential Rewards At These Valuation Levels

Will Santa Claus Rally For Top AI Stocks?

Are Silver Equities Really Lagging The Silver Price?

Bristol Myers Squibb: A Pharma Giant Trading Like Growth Is Over - It's Not

Cal-Maine Foods: Cheap Enough To Begin Accumulation

The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling

TransMedics Group: I Estimate A Large Upside By The End Of 2028

Micron Stock: Buy Now Before It's Too Late

Nebius, Nvidia Lead The Best AI Stocks To Hold

A Decline Is Coming, But Think 2021, Not Dot-Com

Micron Enters A Profit Supercycle

Buy The Blue Chip: Ares Capital Is A 9.6% Yielding Bargain

New Battleships In The Spotlight

My 6.7% Yield Retirement Blueprint: 5 Stocks I'd Trust With My Future

How A Potential 2026 Market Rotation Has Completely Reshaped My Portfolio

I'm Buying What Oracle Is Building

PayPal: A Quality Fintech Trading Like A Broken Business

Silver In 2026: Set For Continued Price Elevation In Store But Be Careful

The Zen Ten - My Top Picks For 2026

Ares Capital: The War Is Not Yet Lost

Stanley Black & Decker: Good Opportunity To Buy A Quality Income Asset On The Cheap

Gold Jumps 2.4% And Breaches $4450/Oz On Heightened Geopolitical Risk - Are Further Gains In Store?

The AI Bubble Burst Phase One: Here's What's Coming Next

Nebius: It's Beginning To Look A Lot Like Trouble

Forget The AI Bubble, Follow These 3 Signals

A Golden Buying Opportunity Few Investors Have Noticed Yet

I'm Still Bullish - But The S&P 500 Is Risky In 2026