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AMD's H2 2026 Inflection Is Bigger Than AI GPUs

TSMC: The Buying Opportunity Is Finally Flashing (Rating Upgrade)

Micron's $1,700 Setup Emerges

Microsoft: The AI Utility Masquerading As A Software Stock

This Could Be The Most Important Market Shift In Years

3 Potential Economic Landmines Investors Are Choosing To Ignore

Micron's Stock May Be Heading For Another Post-Earnings Plunge

Ambev: Don't Ignore This High-Quality Beverage Leader

CAVA: Back In Growth Mode With Sizzling Comps (Rating Upgrade)

IBIT: Bitcoin Is Likely In The Final Few Months Of The Bear Market (Rating Upgrade)

K92 Mining: The Market Is Still Valuing A Mine, Not A District

BRW: Improved Earnings But Uncertain Outlook

S&P 500 Snapshot: Peace Deal Overcomes Fed Jitters

Politics And The Markets 06/21/26

Buying Real Estate At Half Price

RQI: My Favorite 8.7% Yielding REIT Pick Just Became A Better Buy

How We Would Invest $100,000 Today: Our Two Best Strategies, One Yields 7.75%

I Cannot Imagine Retiring Without These REIT Compounding Machines

Buy The Dip: 8%+ Yields Getting Way Too Cheap

Palantir: Hold But Close To Buy, I Do This Instead Of Buying Shares

Microsoft Is Not Cheap: Drop To Multi-Year Lows Likely

CoreWeave: Breaking Down Why The Only Platinum Neocloud Won't Stay Discounted For Long

Zeta Global's Trust Gap Creates Opportunity

ServiceNow: Expect Shares To Keep Trading Lower

Mastercard's Opportunity In Cross-Border Payments Signals Path To Upside

Asset‑Based Finance: A Different Approach To Income, Diversification And Risk

Worthington Steel Is A Solid Play As Q4 Earnings Near

U.S. IPO Weekly Recap: Another Biotech IPO Pops During The Short Holiday Week

Diversify Beyond Growth With Large-Cap Value

Politics And The Markets 06/20/26

Alphabet: Why I Am Diluting My Largest Position (Rating Downgrade)

5 Numbers Highlighting How Insane The Market Has Become

2 Internally Managed BDCs For Retirement Income: Only 1 Made The Cut

$100,000 In 7%+ Average Yielding MLPs: Tax-Friendly Retirement Picks

It Is Wise To Get Cautious Here. Fortunately, There Are Options

Dorchester Minerals: I Am Swimming In Royalties

My Biggest Bet: I'm Going All-In On Energy Infrastructure

Alphabet: Google Cloud Is Outperforming Azure And AWS; $462 Billion Backlog Requires More AI Investments

VICI Properties: The Caesars Uncertainty Created A Tremendous Value Proposition

ServiceNow: The AI Threat Is Overstated

Phillips 66: A Reliable Growth And Income Play, But Geopolitical Uncertainty Remains

Western Midstream Partners Belongs In The Elite Tier Of Midstream Plays (Rating Upgrade)

New Found Gold: Still Risky, But No Longer Just A Drill Story

A New Sheriff At The Fed

Sandisk's 4,600% Year: What Makes It So Unique

Micron, Cisco & AT&T: Lessons From Dot Com Bust

Unstoppable Quant Stocks: 3 Longest-Running Strong Buys

One Massive Hole In The AI Narrative

SpaceX: Buckle Up For What's Coming Within The Next 180 Days

Real Assets, Big Yields: The More They Drop, The More I Load Up