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  • Wed Jul 8

Micron's Pullback May Be The Market's Biggest Mistake (Rating Upgrade)

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Palantir Is Winning: Rapid AIP Adoption, Margin Expansion, Soaring FCF

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Uber: A Potential Waymo Exit Warrants Caution

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Palantir Earnings - Never Boring

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AMD: Patience Is A Virtue, But Valuation Matters (Downgrade)

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Advanced Micro Devices, Inc. 2026 Q2 - Results - Earnings Call Presentation

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Forget Trump, Warsh Is The Real Threat

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The AI Bubble Burst To Resume: Sell The Rally

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Sandisk Just Announced Its Next Game Changer

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2 Dividend Snowballs I'm Rolling Into Retirement

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If I Could Only Own 3 Dividend Investments For The Next 10 Years

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Palantir Q2: Selling Was A Huge Mistake As The AI Disruption Wasn't Real

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This Could Be The Most Important Market Rotation In Years

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XFLT: Buy For 14% Yield, Vote To Close The Discount

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Palantir: Otherworldly Numbers Have Proven Me Wrong, Fantasy Valuation Has Not

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AppLovin Q2 2026 Earnings Preview: The E-Commerce Revenue Engine Is Revving Up

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Rocket Lab's Dilution Dilemma: Iridium Acquisition And Neutron's Ticking Clock

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Amazon: $1T AWS Ambition As Growth Accelerates - Ignore FCF/Debt Noise

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The AMD Deal Makes Core Scientific A Strong Buy

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Coherent: The Mix Flipped To AI Optics, Yet The Stock Keeps Falling

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ValuEngine Weekly Market Summary And Commentary

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Excerpt: Flex - CPI Separation Has The Potential To Unlock Significant Shareholder Value

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Commodities: Oil Drops Amid Renewed Peace Deal Hopes

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Micron: The Math Makes No Sense (Rating Upgrade)

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Amazon Earnings, $3 Trillion Market Cap Point To Growth In These Top AI Stocks

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Micron: This Time The Down-Cycle Has A Floor

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Forget Overpriced Tech: Spotting The Next Big Healthcare Winner

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2 Lower-Risk Fat Dividends You Can't Ignore

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Wall Street Breakfast Podcast: Say Hello To Qwen3.8-Max

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Sandisk: Looking Like A Buy Ahead Of Earnings

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3 Market Predictions For August

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Despite The Headwinds, Earnings Are Exploding To The Upside

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Apple's Supply-Chain Pipeline Creates A Conversion Test

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Rolls-Royce: Strong Aviation, AI, And Energy Growth Make It A Buy

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EV Company News For The Month Of July 2026

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Hercules Capital: Strong Growth But Valuation Leaves Little Room For Error

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Microsoft Just Silenced The AI Skeptics, Why I See 20%+ Upside

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Buy The Situational Awareness' Selloff, Here's Why And What

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Micron: High Risk, High Reward

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How Dynex Capital Transformed Into The Third-Largest Agency mREIT: Yield 15%

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A Major Breakout In Treasury Yields May Be Underway

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Mortgage REITs: Is The Thrill Of Victory Worth The Agony Of Defeat?

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2 Generous Retirement Yields: 6.5% And 8%: These Are The Real Deal

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Apple: Unjustified AI Premium

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EPR Properties Has Just Shared Game-Changing News (Rating Upgrade)

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AXT Deserves A Higher Valuation Due To Multi-Year Demand Cycle In AI Infrastructure

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4 Hyperscalers, One Message: The AI Trade Isn't Over

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August 2026 Monthly

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Treasury Yields Snapshot: July 31, 2026

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I'm Collecting Double-Digit Yields From Your Mortgage

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Entries updated Aug 8, 2026 12:13:49 PM PDT

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