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  • Fri Jun 19

AI Bubble Burst: Tech Operating Cash Flows Could Be Massively Inflated

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SK Hynix May Be Absurdly Cheap: Top AI Memory Winner At ~4-5x '28 Earnings

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Why Nebius Is Perfectly Positioned For The Open-Source AI Shift

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Infleqtion: Disrupting Markets Via Quantum Sensing And Computing (Rating Upgrade)

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The AI Optical Selloff Is A Gift - 3 Stocks I'm Buying

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Willdan Group: The Underappreciated AI Power Buildout Story

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QQQM: Beware The Rising AI Competition

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Eaton: Another Episode In Its Continued Transformation Story

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AVDV: The Commodity Engine Has Cooled, Japan Hasn't

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Nextdoor: Building An AI Business That Big Companies Can't Copy

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Micron: The Mirage Of A Single-Digit P/E Ratio

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2 Mega Yields To Retire In Style And Splendor

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The Credit Market Is Sending A Warning On AI Stocks

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2 BDCs To Sell Before They Slash Their Dividends

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If I Could Only Buy 2 Dividend Growth Stocks Today, They Would Be These

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ADX: The Discount Is Almost Gone But The Growth Case Isn't

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SK hynix: Strong Numbers Today, Uncertain 2027 HBM Strategy

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Lumen: A Patient Buy Where The Entry Is Urgent But The Payoff Isn't

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Kevin Warsh's First FOMC Meeting Was A Success - But Where Does It Lead?

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Ventas: Ahead Of Q2 Results, Lots To Like About This Senior-Care REIT

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HORAN Capital Advisors Summer 2026 Quarterly Investor Letter

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PepsiCo: It's Undervalued, But Recent Growth Struggles Are A Concern

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Politics And The Markets 07/12/26

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SpaceX: The Biggest Selloff In IPO History Might Be Coming

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Multi-Decade High Yields: Why We Are Buying Fixed-Income Debt At A 20-Year Low

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2 Retirement Income Powerhouses For Inflationary Times

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My Updated 2026 Market Outlook: Keeping The S&P 500 Target, But Changing Sector Leaders

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5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (July 2026)

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The REIT Strategy I Would Use To Retire Today

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7-10% Yields I'm Betting Big On For Early Retirement

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Palantir: An Elite Bet On The Software Recovery

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Adobe: 5 Signs AI Is Topping, SaaS In Play

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Intel's Turnaround Is Accelerating (Rating Upgrade)

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CoreWeave: Bound To Stay An Industry Leader For A Reason

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Credo: Buy The Back-Loaded Year, Not The Quarter

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Macro Note: The Tech Unwind Grew A Second Leg, And It's Healthcare

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GE Vernova Nuclear: Small Revenue Now But A Big Future

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RIV: A Good Diversifier For A Portfolio

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Why Both Institutional And Retail Traders Are Eyeing Single Stock Futures

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Politics And The Markets 07/11/26

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SK hynix Vs. Micron: The Nasdaq's New Memory Stock Is The Better Buy

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SK Hynix Is Surging: 3 AI Chip Stocks Still Poised To Run

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It's Time To Buy Gold And Silver

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I Am Magnifying My Retirement Portfolio With +7% Yields

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Start Investing At 60 And Retire On Dividends Forever

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10% Average Income - 2 High-Yield Gems Every Investor Should Know

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Enterprise Products Partners: What This Paltry Distribution Increase Really Means

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Altria Group: High Dividends Are Much More Addictive Than Nicotine

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VICI Properties: Rich And Secure Incomes To Weather Macro And Caesars/MGM Uncertainty

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Vizsla Silver: Moving Past The Disaster

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Entries updated Jul 20, 2026 12:43:19 PM PDT

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