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  • Wed Mar 25

Micron: A Study Of Event Returns, Regime Tailwinds, And DRAM ASP

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Coherent: A Buy Driven By Robust AI Datacenter Optics Demand

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Century Aluminum: A Decade-Long Growth Runway

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Politics And The Markets 04/22/26

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3 Best Stocks For A Squeezed Consumer Amid Higher-For-Longer Gas Prices

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2 'Set And Forget' Dividend Legends To Buy Now

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This Has Never Happened Before

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Buy The Dip: Up To 11% Yields Looking Way Too Cheap

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Join The 1% By Earning +8%

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3 REITs I Would Sell Today

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Celestica: Once Standardization Sets In, This Would Be A Risky Play

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Huang Isn't Planning To Wake Up A Loser

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MP Materials: The Market Is Missing This Rare Earth Opportunity

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Stride: Given Enough Time, The Problems Will Be Fixed

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Nintendo: Mario 2, A Megahit, And Profit In J-Curve With Improvement Ahead

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I Am Still Buying Lumentum, But For A Better Reason Now

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Commodities: Peace Talk Optimism Clouds Reality

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Sell In May? 5 Reasons Why

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Credo Technology: Hypergrowth Leader Solving The AI Connectivity Bottleneck

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Micron: Dead Cats Don't Bounce Twice

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Don't Get Too Comfortable: The Pullback Could Be Epic

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PDI: 15% Yield That Never Keeps Me Up At Night

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EPR Properties: My Top 'Must-Buy' REIT For 2026

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The Market's All-Time High Is A Warning Sign

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Marvell: An AI Winner Tackling The Biggest Bottleneck With Data Transfer Optics

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TSMC: AI Supercycle Buys Don't Come Stronger Than This

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The Top 10 BDCs: Which Is The Best Buy?

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Oracle: AWS Deal Implications

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Alphabet: Insane Performance, With Future Strength

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Millicom's Next Growth Is Built On Colombian Simplicity And Chilean Optionality

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Nike: Please Just Don't Do It

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lululemon Won't Remain Cheap For Too Long

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India Gold Market Update: Mixed Reading

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AMD: $600 Bullseye

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Thank You, Seniors. Healthcare Spending Is Fueling Economic And Job Growth - THQ

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The Trade Driving The S&P 500 Higher May Not Last

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I Never Knew My First Deal Would Lead To A $231 Billion Marketplace

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MPLX: Upgrading To Bullish As The Gulf Coast Build-Out Meets The AI Power

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British American Tobacco: Why This 6% Yield Remains My Largest Holding

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The Year's Most Positive Signal Rallies Markets, But Iran Risk Favors Select Sectors

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Sezzle: Positive Growth Momentum And An Improved Valuation

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TSMC's Q1 Earnings Beat: Still A Great Buy

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AEVEX: Drone Player Taking Off

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Beazer Homes USA: Downgrading Is The Right Choice Due To Leverage And Market Concerns

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S&P 500 Snapshot: The 7,000 Era Begins Amid Triple Record Highs

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Politics And The Markets 04/19/26

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NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount

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I Am Buying The Rumor With A Golden Opportunity, Yields +11.5%

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BDCs That Put Their Money Where Their Mouth Is

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The Dividend Aristocrats Ranked By Quality Scores (April 2026)

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Entries updated Apr 25, 2026 04:10:16 AM PDT

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