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  • Fri Jan 2

Divergence No Longer As Stocks And Gold Shatter Records

3d
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This Isn't An AI Bubble - It's An $85 Trillion Infrastructure Boom

3d
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Microsoft Q2 FY26 Earnings Review: Don't Step Off The Train Too Soon

3d
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The Energy Setup Is Getting Dangerous (In A Good Way)

3d
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Wall Street Breakfast Podcast: Big Tech Lights Up The Premarket

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Netflix And Warner Bros. Discovery Discover A New Path Forward

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Intel: Buy The Crash (Upgrade)

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Hercules Capital: A BDC That Ticks The Boxes For Retirement Income

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UnitedHealth: Buying The Dip Could Be A Trap

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Commodities: Oil Trades Higher On Iranian Risk

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GUG: Cautious About Dividend Coverage But Still An Attractive Buy

4d
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Lam Research Corporation 2026 Q2 - Results - Earnings Call Presentation

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The Market Can Do Weird Things But Quality Usually Wins

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Debt, Debt, Debt...

4d
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Insiders Bought The Dip, Now Nasdaq Eyes All-Time Highs

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Why CoreWeave Suddenly De-Risked

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Silver: When In Doubt, I Replay The Hunt Brothers Episode

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Taiwan Semiconductor: The AI Boom Is Coming To An End

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The Stock Market Is Becoming The Economy

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Stop Waiting For The Crash: Why Monthly Cash Flow Beats Market Timing

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Fed Likely To Pause Rate Cuts, But What's Next?

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Wall Street Breakfast Podcast: ASML Trims The Ranks

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AMD's 2026 An EPYC Year - MI450x Not The Only Tailwind

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Palantir: Post-Earnings Winning Habit

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MercadoLibre: South America's E-Commerce And Fintech Leader Trading At A Discount

5d
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IonQ: Critical Department Of War Memo

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Rekor Systems: Little-Known Stock Near Inflection Point

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Arbor Realty: Outlook Improves As Yield Curve Steepens

5d
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GOLY: Alternative Gold Strategy For Income Investors

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Micron: I Was Bullish At $89, But At $400, It's Time To Sell Before A  Potential Bust Cycle

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Bloom Energy: Solving The AI Data Center Power Bottleneck

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Micron Stock: Why I'm Still Buying More And You Should, Too

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4 Top Critical Mineral Stocks

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Amid The Chaos, The Energy Sector Is Sending A Message

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UnitedHealth: The Bearish 1-2 Punch Pressuring Shares, And Why I'm Bullish

5d
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Credo Technology: Golden Opportunity To Buy The Dip

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High Yield Vs. Dividend Growth: Why 2026 Is The Year You Can Have Both

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Oil: I've Never Been More Bullish On Energy

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Wall Street Breakfast Podcast: Meta Takes Another Shot At Subscriptions

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Hedging Against U.S. Trade Volatility

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Alphabet: Valuation Concerns + Weakening Free Cash Flow = Rating Downgrade

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Intel: Large Progress Hits A Wall

6d
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Upstart: The Hidden Asset Behind The Sell-Off

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Tesla: Autonomy Stack Isn't Ready To Justify Valuation (Rating Downgrade)

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2026 Cumberland Advisors Markets Outlook

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Dave: Blistering Rally Backed By Hyper Revenue Growth

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Palantir Q4 Preview: Set To Win The AI Bifurcation Trade

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Turning Geopolitical Noise Into Opportunity: 3 Buy-The-Dip Stocks

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My Transition From Ray Dalio's 4-Asset Portfolio To The Barbell Allocation

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Alphabet's Big Rally: Ranking The Magnificent 7

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Entries updated Feb 1, 2026 11:28:09 PM PST

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