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  • Wed Dec 31

Nvidia's Rubin Deployment Supports The Burry Crash Thesis

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Buy Coherent - AI's Optical Supercycle Has Begun

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Top 10 Stocks For 2026!

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10 Predictions For 2026

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Credo Stock Is Surprisingly Cheap

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Buy The Dogs: Why 2025's Worst Performers Are 2026's Best +17% Yield Opportunities

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I Don't Think This Is A Bubble - I Think It's Something More Difficult

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Who Will Hold The Keys To The Arctic?

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Quant Q&A With Steven Cress

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Going Platinum: Top ETFs For The White Metal Surge

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Ondas Has An Innovative Portfolio And Strong Customer Contracts - Buy

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AT&T: The Dividends Are Not Growing, But The Share Buybacks Are

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$133 Billion At Risk: The Supreme Court Case Markets Misunderstand

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LNG Shipping Stocks: 2026 Opens With Modest Gains

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Meta: My $111B CapEx Estimate For 2026, And Why Overbuild Fears Are Overstated

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Shift4 Payments: Growing, Undervalued, Oversold, And Ripe For A Short Squeeze

3w
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Klaviyo: Under The Radar, With Strong Growth And Improving Profitability

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Trump's Tariffs Are Sinking The Eurozone

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Energy Transfer: We're So Lucky To Have Impatient Investors, I'm Buying The Dip

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Top 10 Stocks For 2026

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Hard To Imagine A Retirement Portfolio Without These 2 Gems

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Earn +12% Yield While Living The American Dream

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Vegas Jackpot: AI And Humanoids At CES 2026

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Whatever You Do This Year, Don't Buy These 2 Popular Stocks

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Dividend Growth Investing Is Breaking

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Uber Is The New Comcast: Why The Valuation Will Struggle

3w
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Nebius: The Case For The 'Neutral' AI Platform

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Nebius: Not Time To Take The Foot Off The Throttle

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My 10 Recommended Stocks For 2026

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Semiconductors Winners And Losers At The Start Of 2026

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Implications Of Unsustainable Real Estate Prices

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Ocugen: Maintaining 'Buy' Rating On Positive OCU410ST Regulatory Developments

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U.S. Economy: Housing, The Pain Begins Now

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Micron: It's Like 1993 All Over Again (Rating Upgrade)

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2 Of The Best Buying Opportunities I've Seen In Years

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How The Bubble Manipulates Time

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Why 2026 Will Be A Game Changer For Amazon

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1 REIT To Sell And 1 Better REIT To Buy

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Oil Investors Prepare For The Next Era In Venezuela

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The 5 Dividend Stars I Would Buy If I Had To Start All Over Again

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Wall Street Breakfast Podcast: Venezuela Shift Lifts Energy Shares

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14%+ Yielding Way To Hedge Against The AI Bubble

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The Fed's Most Dangerous Moment Yet - And Markets Are Not Ready

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ServiceNow: The Seat Collapse Story Isn't Showing Up

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Maduro Vs. Noriega: What History Means For Markets

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AppLovin May Be Facing Diminishing Marginal Returns

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CleanSpark: Undervalued Bitcoin Miner With Emerging AI/HPC Optionality

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Salesforce: Take A Good Look At Agentforce Before You Invest

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The Yen Carry Trade: Fears Are Blown Out Of Proportion

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USA Rare Earth: Rare Opportunity

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Entries updated Jan 30, 2026 06:15:45 PM PST

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