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  • Fri Jun 12

Ouster: Funded For Physical AI Scaling

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Oracle: Positioned For Success, Priced For Failure

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Ardagh Metal Packaging: This 8% Yielder Still Looks Great

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Buy In July: 8 IDEAL 'Safer' S&P 500 DiviDogs

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S&P 500 Snapshot: Best Week In Two Months

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Bank of Montreal: I Downgraded Too Early, Hold Rating Stands

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Nvidia: Won't Be This Insanely Cheap For Too Long

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How I Turned My $750,000 Portfolio Into A $66,000 Income Stream Machine

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MLPI: A Near 15% Yielding ETF I Just Added To My Portfolio; Here's Why

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The Best Retirement Ever? Here's How I'm Preparing For It

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2 Income Stocks To Tap Into The AI CapEx Megatrend

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Micron: Not A Bubble, But Peak Cyclical Margins Suggest Caution

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The AI Bet Driving SpaceX

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Broadcom: Wall Street's ~$115 Billion FCF Consensus Crumbles Under Stresstesting

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A GOF Distribution Cut Is Likely Coming

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AIO: Buy The Discount, Capture The Broadening AI Infrastructure Theme

1w
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Commodities: Oil Under Pressure Amid Rebound In Middle East Flows

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From Punch Cards To Tokens: Some Thoughts On AI Pricing

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Labor Market Tightens Despite Tepid Job Growth As Labor Force Declines Further Amid Crackdown On Illegal Immigration

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Blue Owl Capital Just Showed Green Shoots Of A Big Recovery

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Nebius: The Meta Cloud Selloff Exposes A Deeper Problem

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Trump Just Went All-In On AI: Should You?

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Micron, Like Nvidia, Is Losing Its Premium

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Meta Might Have Just Popped The AI Bubble

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2 Core Holdings To Anchor Decades Of Rising Income

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Sandisk: Continued Memory Boom On Data Center Buildout

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Palantir: You Might Not Find A Better Chance To Double Down Now

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Top 10 Quant Stocks Of 2026 Up Nearly 70%

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Nvidia: The Drawdown Is An Opportunity To Pounce

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IREN: Dead Money Or The Next AI Winner? (Rating Upgrade)

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Microsoft's AI Discount Won't Last

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The Rotation Is Turning On Semiconductors

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Apple Is Best Positioned To Face Memory Shock: Reiterate Buy

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OUSD Is Bad For Circle (Rating Downgrade)

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Two Harbors Shareholders Are Making A Huge Mistake

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AbbVie: Apogee Deal Just Widened An Already Dominant Moat

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Unusual Machines: Riding The Pentagon's Multi-Billion Dollar Drone Push

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Fermi: Betting On The Most Valuable Asset In The AI Race

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AI Bubble Burst: Meta Admits 'Excess Compute Capacity'

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Most Of The S&P 500's 2026 Earnings Growth Is An Illusion

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Micron Is Now Everyone Else's Problem (Rating Downgrade)

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Two 7%+ Yielding Retirement Picks That I'd Buy For Income Growth

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One Of The Huge Mistakes Dividend Investors Are Making Right Now

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This Isn't Your Father's Economy; Prepare For Higher Inflation

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I've Never Been This Bullish On Gold

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Halftime Show: Expect A Historic 2nd Half Of 2026. Plus The Latest On My Personal Portfolio

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3 All-American Dividend Stocks For America's 250th

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Micron Technology: Q3 Crushes Expectations As AI Memory Demand Accelerates

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Which Companies Will Actually Win From AI?

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Micron's Hidden Growth Story

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Entries updated Jul 13, 2026 01:26:16 PM PDT

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