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  • Tue Jan 20

The Market You Know Is Gone: How I'm Positioning For What's Next

1w
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SCHD: Loading Up As Fear Mounts

1w
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Wall Street Breakfast Podcast: Stellantis Pays $26B For EV Bets

1w
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Gold Shows Strength Even In Drop

1w
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Capital Southwest Vs. Fidus Investment: Internally Managed Quality Trumps The Discount

1w
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Whale's Insight: Policy Uncertainty Triggers Cross Asset Repricing

1w
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Robinhood: A Buy Ahead Q4 Earnings (Rating Upgrade)

2w
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Why Relative Value Is Key To Understanding Precious Metals

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e.l.f. Beauty: A Reasonable Valuation With Upside Potential

2w
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BILL Holdings: Muscle Past AI Fears And Buy This Stock For Value

2w
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IREN Limited 2026 Q2 - Results - Earnings Call Presentation

2w
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TeraWulf: Doubling Capacity, Opens Up Opportunity

2w
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Bitcoin Is The Noise, Google Is The Signal: Buying The 'Industrial Revolution'

2w
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Did Kevin Warsh Crash The Market?

2w
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Palantir: The Software Killer

2w
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The Next Big Market Rotation Has Begun

2w
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Bitcoin's 45% Plunge Is A Warning Of A Bigger Liquidity Problem

2w
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Best Of Breed 12.5% Yield At A Big Discount: Blackstone Secured Lending

2w
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It's BDC Shopping Time

2w
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Is There A Reason To Panic?

2w
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I Haven't Been This Bullish In Years - The Great Rotation Is Finally Here

2w
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Nvidia's Quiet Shift From Chips To AI Economics

2w
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AMD: Unattractive Risk/Reward

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UnitedHealth Group FQ4 Earnings: Why Top Analysts Ask About Its Margin

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AXA: Not Changing My Thesis For 2026E

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Alphabet: Solid Results, Stock Down, Another Gift From The Market

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Microsoft: It Is Just A Dip, Not A Bargain

2w
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Uber Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation

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Steven Cress' Top 10 AI Stocks (Recap & Update)

2w
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The Dark Side Of High-Yield Investing Few Retirees Understand

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Top 10 AI Stocks For 2026

2w
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A Near-Perfect Buy-And-Hold Dividend Growth Portfolio For Retirement

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Nebius: This Correction Looks Overdone Ahead Of Q4 (Earnings Preview)

2w
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AMD: Buy The Q4 Earnings Dip

2w
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First Traditional Retailer To Join $1T Club

2w
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Energy, Infrastructure, And Industrials - My Favorite Places To Invest For The Next Decade

2w
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AMD Is Being Punished For The Wrong Reasons (Q4 Earnings Review)

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Super Micro Computer: Blowout Earnings Confirm Bullish Case

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SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab

2w
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Advanced Micro Devices, Inc. 2025 Q4 - Results - Earnings Call Presentation

2w
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Enterprise Products Partners: Common Units Respond To Good News

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Alphabet And Amazon Earnings Previews: What's Happening To Margins?

2w
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AMD: Record Quarter, But Stock Plummets - A Strong Buy Opportunity?

2w
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A Stock Market Sell-Off May Be Here...

2w
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The Only Investing Strategy I'd Trust With My Entire Financial Future

2w
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2 Durable Buys Yielding 9%+ To Retire With Confidence

2w
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Don't Light Your Money On Fire: Buy Low And Collect Up To 10% Yields

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Is Elon Musk Pulling Off Another SolarCity?

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Credo: I Am Not Doing The Same Mistake Again (Upgrade)

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Wall Street Breakfast Podcast: Palantir Powers Past Expectations

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Entries updated Feb 19, 2026 11:28:15 PM PST

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