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  • Wed Jan 7

Upstart Holdings: Growing With The Personal Loan Market

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Enterprise Products Partners: Past The Rerating, Entering A Durable Income Phase

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CGO: Deep Discounts Present An Opportunity To Accumulate

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Sanlorenzo: Luxury Positioning With Strong Visibility

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Politics And The Markets 01/15/26

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Worst Financials Sector Stocks As Earnings Ramp Up

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My Favorite 5-7% Yielding Dividend Growth Machines For Any Market Environment

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Did AMD Just Leapfrog Nvidia?

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Urgent Warning: These REITs Face High Risk Of Dividend Cuts

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The 9% Income Plan: How To Build A Growing Cash Machine In 2026

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Energy, Metals, And Infrastructure: Where Wall Street Will Be 'Forced' To Invest Next

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Bank Earnings, Credit Card Cap In Focus

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Wall Street Breakfast Podcast: Saks Global's Luxury Gamble Fails

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Enterprise Products Partners: 6 Reasons Why 2026 Will Be A Pivot Year

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Ciena: A Stock To Benefit From AI Infrastructure Buildout

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Nebius: Don't Miss It While It's Cheap

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Figma: Insider Sales Are A Risk

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Hims & Hers: Growth Catalysts Or Margin Trap

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Dell Technologies: AI Demand Is Real, Margin Payoff Comes Later

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Arlo: A Great Dip To 'Buy' As Channel Inventory Tightens

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My Ultimate Dividend ETF Combo For 5%+ Yield And 10%+ Annual Growth

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The AI Market Bubble Will Pop When...

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Peter Thiel's Massive AI Miss: Why The 'Zero To One' Timeline Collapsed

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Broadcom: Buy The Dip Or Regret It Forever

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How ICAP Delivered A 9%+ Yield While JEPI's Payout Shrank

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How The 5% Rule Quietly Changed My Dividend Growth Strategy

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Iran Claims Control, But How Will The U.S. Respond?

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Micron: Incredible Product But Ridiculous Valuation

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Micron Technology: Why I'm Taking Profits After A Rapid Rerating (Rating Downgrade)

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Micron: The Memory Chip Cycle Is Turning Against You

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HubSpot: Buying The 'Death Of Software' Narrative Hand Over Fist (Upgrade)

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TSPY Vs. SPYI: Why This 0DTE Fund Might Be Even Better Than SPYI

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Defensive Positioning Beneath A Calm Vol Market

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44th Annual J.P. Morgan Healthcare Conference

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NVIDIA Corporation (NVDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

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Nebius: Why This Stock Is My Largest Holding

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S&P 500: Why 2026 Is A Bad Year To Do 60-40

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The Bullish Trend Everyone Is Waiting For, But Nobody's Looking At

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Bigger Dividends, Better Execution: Choosing Quality For The 2026 MBS Recovery

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Safe-Haven Rush After Fed Gets Served Subpoena

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This Market Is Exposing Lazy Investing - And Most People Don't See It Yet

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If I Were Starting A Dividend Portfolio In 2026, Here's How I Would Invest

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Wall Street Breakfast Podcast: Fed Chair Powell Faces Criminal Investigation

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CommScope: The Market Is Still Behind The Curve

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Top 10 Small-Cap Stocks For 2026

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2026 Debt Walls And A Likely Bear Market In Stocks

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ASML: The AI Inference Opportunity And Short-Term China Revenue Uncertainty

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Pony AI: Shoring Up Cash Reserves And Bolstering Fare Revenue

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The Death Of Software Is Overstated: monday.com Is A Top Pick

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Intel: The Bull Move Is Just Beginning With 18A Chips Shipment

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Entries updated Feb 6, 2026 09:24:51 PM PST

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