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  • Mon Mar 23

Microsoft: Claude Just Threatened Copilot Adoption

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Microsoft: The New Standard Oil - Why 'Intelligence Refinery' Is Future Of Global Profit

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JPMorgan Chase: The Warning May Be More Important Than The Earnings

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Trinity Capital's Yield: You Can Have Your Cake And Eat It Too

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Netflix Earnings Preview: Q1 2026

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Northrop Grumman: The Unrivaled Architect Of The New Nuclear Triad And Orbital Defense

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Oshkosh: This Rally Isn't Over Yet, Though Macro Headwinds Loom

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Nextpower: An Interesting Company With A Fair Bit Of Risk

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Commodities: Oil Trades Lower On De-Escalation Hopes

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This Rally Won't End Well

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Nvidia And AMD: Trim Your Hare, Buy A Tortoise

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IREN Vs. Nebius: One Dilutes, The Other Compounds

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My 2 Favorite Cash-Gushing Machines To Sleep Well At Night

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Amazon: A Once-In-A-Generation Opportunity That's Not Priced In

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Preparing For Retirement: Stop Trading, Buy Big Dividend Stocks Instead

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Diversification Is Dying: 2 Big Risks About To Reshape The Market

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5 Best Energy Stocks That Can Outperform After The Strait Opens

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Newmont Is Simpler, Richer, And Still Mispriced

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Sandisk Has Further Room To Run

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Oracle: Still Priced Like It's Dead Money

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Amazon: Zoox Enters The Robo Taxi Race, Jassy On Growth And Anthropic Mythos

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ASML: Defendable Growth In A Volatile Market With Upside Still Underestimated

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Virtu Financial: Growth Pivot Not Reflected In Forward Estimates Or Stock Price

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D-Wave Quantum: Sanity Returns

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The Near-Perfect 7% Income Portfolio: My Blueprint For Financial Freedom

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Nebius: The Compute Bottleneck Is Real

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A $300 Billion Liquidity Storm May Be About To Hit The Market

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Credo: The Bear Case Is Dead

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My Top Defensive Picks For An Uncertain 2026

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The Bulls Are Back In Control

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2 New REIT Buyout Targets

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Wall Street Breakfast Podcast: PC Rally Fades On Nvidia Denial

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Intel Could Be The Next Micron

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Meta Strikes Back

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Western Midstream: Strong Returns At The Current Valuation

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SOXX: Buy The Picks And Shovels Of The AI/HPC Wave

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Austal: Strong Buy Intact, Free Cash Flow Remains The Key Risk

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The Allstate Corporation: Good Value, But Growth Too Dry

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monday.com: SaaS Is Here To Stay

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Best 5 Small-Cap Stocks With Forward EPS Growth Above 125%

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1999 Vs. 2026: No Contest

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This Is What The Early Stages Of A Recession Look Like

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Micron: The Peak Everyone Sees Isn't There

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Why The U.S. Blockade May Be The Move That Ends The War

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Claude, AI Fears & Cybersecurity Stocks: Are Investors Overreacting | Steve Cress

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My Favorite Midstream Company For 2026 And Beyond: Western Midstream

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America Faces A Different Kind Of Contraction

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A Legendary Investor Is Gone - But His Strategy Might Matter More Than Ever

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One Of The Best REIT Buying Setups I Have Seen In Years

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Wall Street Breakfast Podcast: Flight Cuts Deepen On Fuel Shock

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Entries updated Apr 23, 2026 03:12:24 AM PDT

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