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  • Sun Apr 26

Politics And The Markets 05/14/26

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Microsoft Stock Is Now A Table-Pounding Buy

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Alibaba, Tencent Surge: 3 Top Asian Tech Stocks For Trump-Xi Summit

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Fundamentals Over Everything

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Credo: The Market Is Missing What Meta And CoreWeave Just Confirmed

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The New Inflation Playbook For Dividend Investing

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Energy Stocks To Buy: Profiting From The Biggest Gas Price Surge In 30 Years

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Micron: AI Bottlenecks End The Commodity Cycle

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Micron: A $1 Trillion Valuation Looks More Plausible Than It Seems

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Blue Owl Capital's 11% Yield: The More You Sell, The More I Buy

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AMD's Next Leg Higher Has Already Started

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Silver To Oil Ratio Completely Out Of Whack: Trading Angles

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Alphabet: The A-Z AI Play Set To Profit From The Whole Industry

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Axon Enterprise: The Civic Infrastructure Platform Wall Street Still Sees As A Hardware Company

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Sandisk: Time To Sell (Rating Downgrade)

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Shift4 Payments: Strong Growth, Expanding Margins, Cheap Stock

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CPI Inflation Blows Past Fed Rates As Core Services, Gasoline, Electricity, And Food Spike; Fed's 'Real' Rates Are Now Negative

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Why Medifast's $15 Cash Per Share Makes It A Strong Buy

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RingCentral Stock Is Poised For Strong Growth After Positive Q1 Results

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Markets Are Not Ready For What Happens Next

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How A Kevin Warsh Fed Could Impact Rates: 3 Top Stocks To Buy

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2 High Yields Down 20%-50%: 1 Strong Buy And 1 Yield Trap

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It's "Mother Of All Bubbles" - Bigger Than The 2000 Bubble

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Nvidia's Q1 Earnings Should Turn The Flip (Preview)

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Dirt Cheap Magnificent High-Yields I Am Buying Now

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The Retirement Playbook Is Breaking - And Few Investors Are Ready

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IREN: On Track To 10X Its ARR By 2028

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Don't Fight The Tape: The Rally Is Narrow For A Reason

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Lumentum: Nvidia Doesn't Write $2 Billion Checks For Fun

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MercadoLibre's Margins Are Falling - And That's Bullish

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Intel Corporation: A Good Story At The Wrong Price - A DCF Narrative

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Meta: Reiterating Strong Buy After The Post-Earnings Drawdown

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Ondas: The Growth Vector Is Too Sweet To Look Past

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Hims & Hers Health, Inc. 2026 Q1 - Results - Earnings Call Presentation

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Upside Chasing In Tech Stocks Surges To Covid Extremes

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DigitalOcean: I Underestimated The Agentic AI Boom, Time To Re-Evaluate

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AST SpaceMobile, Inc. (ASTS) Q1 2026 Earnings Call Transcript

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Best 3 AI Stocks From Cathie Wood's ARK Funds

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President Trump Is Fulfilling An Important Campaign Promise

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6 Stocks For Mid-Terms And Market Uncertainty

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Micron Exploded From $97 To $747: Here's Why It's Likely Not Over 'Yet'

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Two 8% Dividend Machines With Durable Income Growth

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I'm Long The Most Dangerous Part Of Tech - My Portfolio Revealed

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Investment-Grade: +6% Yield - My Retirement Income

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The More McDonald's Drops, The More I Want To Buy This Dividend Growth Machine

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Nebius Q1 Preview: The $18B Question

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Private Credit Woes Mount

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SoundHound AI: Unprofitable Start-Up Stage With Massive Growth Opportunities - Reiterate Buy

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Weekly Market Pulse: Irrational Exuberance?

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The Bottom Fishing Club: Gartner - Approaching 2009 Great Recession Low Valuation

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Entries updated May 26, 2026 04:53:27 PM PDT

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