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  • Fri May 22

TTM Technologies: Negative On Valuation, Positive On Fundamentals

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My Oh My, What A Month Of May

2w
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Coherent: This Party Is Here To Stay

2w
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Amazon: The Stock Is Missing The AI Wave, But The Business Isn't

2w
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S&P 500 Quant Leaders: 5 Top Stocks Averaging 133% Forward EPS Growth

2w
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The Massive AI Lie: Why I'm Up 25% YTD And Cashing Out

2w
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Micron: Bulls, Bears, And The Question Of Normalisation

2w
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I Demand +9% Yields

2w
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Micron: SCA Show The AI Memory Story Has Moved Beyond TurboQuant

2w
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Smart Money Is Buying The Hype

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I Wouldn't Dare Buy These 3 Popular Retirement-Wrecker Yield Traps

2w
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Weekly Market Pulse: The Turning Point?

2w
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Nvidia: Subsidization Of Sovereign AI Backed By Washington And CPU Edge

2w
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I'm Calling A Bottom For Software - 3 Stocks I'm Buying

3w
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Swedbank: Highlighting The Substantial Overvaluation At Less Than 4% Growth

3w
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Red Cat Priming For Drone Leadership

3w
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Undercovered Dozen: Aeluma, Agnico Eagle, Ciena, Rayonier And More

3w
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Beef Up, Eggs Down

3w
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Korea And Japan Worry Me More Than The Strait Of Hormuz

3w
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Micron: Upcoming Capacity Ramps Could Change The Story

3w
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Why I'm Pounding The Table On Preferred Equity

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The Stock Market May Be About To Break

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Microsoft: This Price Makes No Sense

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Oil Be Buying: My Absolute Favorite Energy Stocks

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Apple: We Don't Need No Engineering, We Don't Need No Fold-A-Phone

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Intel: The AI Trade Is Shifting To CPUs Now

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Rocket Lab: Why The SpaceX IPO Could Keep Fueling Its Rally

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Palantir's Selloff Changed Everything

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Exxon Mobil: Sell If The Iran War Ends

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Bitmine Immersion: An Ethereum Treasury Trading Below Its Own Assets

3w
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Carnival: Calm Waters Despite Fuel Price Headwinds

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D-Wave Quantum Still Lags Behind The Industry Average, But Pessimism Is Somewhat Bloviated Post Q1 2026 Revenue Drop

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The Encore Performance

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Super Micro's Next Act Could Be Bigger Than AI Servers

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The Digital Payment: How To Earn Big Income Today

3w
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6 Numbers That Should Give Prudent Investors Pause

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Sell These Two 19%+ Yields Before They Keep You Up At Night

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How I Would Invest $1 Million Today

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I Wouldn't Want To Retire Without These 3 Investments

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Nvidia: Data Centers Made It Great, Physical AI Could Make It Generational

3w
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Nvidia At $5 Trillion Requires A Grid That Doesn't Exist

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Marvell Technology: AI Growth Catalyst Is Kicking Off

3w
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Microsoft: Looking Through Legacy Business Noise; Short-Lived Assets Require Elevated Capex

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The Magnitude Of The Numbers Is Just Mindboggling: 12 U.S. Companies, $30 Trillion

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Applied Optoelectronics Sees Strong Demand From Data Centers And AI Computing

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Fixed Income Outlook Q2 2026

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Is That It?

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Otis: A Great Business, But Is The Premium Valuation Still Justified?

3w
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2 Stocks I'm Not Selling, No Matter What The Market Does

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I'm Betting Big On This Near-Perfect Retirement Strategy That Most Investors Miss

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Entries updated Jun 21, 2026 10:03:19 PM PDT

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