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  • Sat Jun 20

Why I Doubled Down On Micron

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Coinbase Global: Undergoing A Structural Transformation, No Longer A Bitcoin Proxy

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Credo's Biggest Shift Is Still Undervalued

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DGRW: Dividend ETF That Doesn't Entirely Sacrifice Growth

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Nebius 3.6 Shows How It Plans To Compete For AI Cloud Customers

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Commodities: Oil Surges As U.S. Reinstates Blockade On Iran

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Oracle: Could Be One Of The First Dominos To Fall

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Beat Shifting Rates: The #1 Hidden Insurance Stock For H2 2026

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SK hynix Over Micron: No Brainer

1w
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My Ultimate Low-Stress Reliable Retirement Income Portfolio

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Micron: The Cycle Is Turning, And Nobody Is Ready

1w
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Bear Markets Start From The Bottom Up

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AMD: Now Is Really Not The Time To Be Greedy

1w
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Harvesting High Yields Even If The Economy Crashes

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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

1w
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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

1w
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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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Entries updated Jul 21, 2026 03:46:34 AM PDT

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