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  • Sat Jun 20

Celsius: The One-Brand Era Is Over, But Wall Street Hasn't Woken Up

2w
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Credo Scores A Major Win From Nvidia's Delay

2w
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MercadoLibre: Near-Term Margin Pressure Creates A Buying Opportunity

2w
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Coca-Cola: Steady Growth Wins The Race (Rating Downgrade)

2w
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S&P 500: Peak At 7,800 In September, Crash To 4,400 By 2029

2w
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DRAM Prices Likely To Drop 80%-90% In 3 Years

2w
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Fiserv And lululemon Lessons Revisited: 5 Popular Stocks With Quant Sell Ratings

2w
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The Most Dangerous Stock Market In The World

2w
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The Only 2 External BDCs I Own - And Plan To Hold For Decades

2w
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PFFA: A Must-Own Retirement Income Machine, 10% Paid Monthly

2w
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If I Could Own Only 3 REIT Dividend Growth Stocks For The Long Term

2w
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Nebius' Explosive Growth May Be A Massive Trap: $20B+ Capex, Dilution, And AI Deflation Incoming (Sell)

2w
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Micron Technology Earnings Summary: Perspective On The Memory Cycle And Micron's Business Model Adjustments To It

2w
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Micron: Buy On Stock Pullback, Strong Fundamentals, Value, And Potential Stock Split

2w
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Nu Holdings: Soaring NII Growth, Profitable And Cheap

2w
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lululemon: I Was Wrong (Rating Downgrade)

2w
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Ciena: Backlog Becomes A Multi-Year Runway

2w
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Nu Holdings: Cheap For No Good Reason

2w
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Wipro: Spotlight On Buybacks And Peer Read-Across

2w
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Black Diamond Therapeutics: Positive Phase 2 Results Offer An Upside

2w
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Cal-Maine: A Commodity Stock With Cash Cow Traits

2w
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Marzetti: Niche Market Leadership With Concerns

2w
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Politics And The Markets 07/06/26

2w
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PayPal's Valuation Is Absurd

2w
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I Am Buying Real Estate Hand Over Fist, For Income And Asset Preservation

2w
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A $350 Billion Liquidity Drain Is Set To Hit Markets This Summer

2w
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Micron At $1,750 Is Now My Base Case

2w
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The Millionaire Boom Is Real - But So Is The Market Trap

2w
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Buy These 2 Durable Income Hedges Against The AI Sell-Off

2w
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Micron: The AI Infrastructure Winner Trapped By Its Own Success

2w
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Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story

2w
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This Bull Market Should Charge Into 2027

2w
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Navitas: Too Cheap To Ignore Anymore

2w
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Navitas: The Multiple Got Ahead Of The Company

2w
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FrontView REIT Heats Up The Retail Landscape With New Growth Across America (Rating Upgrade)

2w
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Artisan Partners Asset Management: Limited Downside

2w
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MercadoLibre: The Dip Is Here, But So Is A New Problem

2w
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Treasury Yields Snapshot: July 2, 2026

2w
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Politics And The Markets 07/05/26

2w
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The Blueprint Of Financial Freedom: Celebrating Independence Day With The Income Method

2w
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Financial Independence Day: How Many Reach $1 Million?

2w
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Lumentum: The Market Is Finally Blinking, And It Could Get Worse

2w
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Lumentum: The Pullback Before The Breakout

2w
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SCHD's Yield Isn't Worth The Awful Disappointment

2w
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If I Had To Start Over, I Would Buy These 2 REITs First

2w
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7-14% Yields: My Top High-Yielding Fund Picks For H2 2026

2w
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Intel: AI Efficiency Could Counter Semiconductor Demand

2w
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Looks Like Trump Team Simply Maximizing Frannie IPO

2w
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UnitedHealth: Patience Could Be Rewarded

2w
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Ouster: Funded For Physical AI Scaling

2w
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Entries updated Jul 21, 2026 05:13:59 AM PDT

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