Reddit (RDDT) $164 - I own it and plan to add more.
Media
Ad Tech
May 1
Preserving The Fed's Independence
Market Outlook
Apr 29
Bloom Energy's Blockbuster Earnings
AI
Alternative Energy
Utilities
Data Centers
Apr 28
Service Now's Earnings Show No Signs Of SaaS Apocalypse
Enterprise Software
AI
Apr 28
NextEra Energy Is An Excellent AI Utility Play
AI
Alternative Energy
Utilities
Apr 21
Quants Lead The Way
Market Outlook
Apr 8
Is Arm Holdings (ARM) Worth Buying?
Semiconductors
AI
Data Centers
Apr 8
American Express The All Weather Stable Investment
Finance/Banking
Apr 7
The Market Bounce From Correction Territory
Market Outlook
Apr 6
Quantum Stocks IonQ and Quantum Computing Could Be Interesting On Declines
Technology
Semiconductors
Apr 6
Novo Nordisk's Low Valuation: Buy Or Hold?
Pharmaceuticals
Healthcare
Apr 1
Rivian's Ride To Success
Autos
Autonomous Vehicles and Robotaxis
Mar 30
A Possible Deal Between The US and Iran? The Odds Are Low:
Market Outlook
Mar 29
OKLO Can Be A Speculative Play On Declines
Alternative Energy
AI
Data Centers
Mar 26
SoFi's Low Valuation Makes It An Attractive Buy
Fintech
Stocks
Mar 24
Home Sales Continue To Drag Down The Economy
Market Outlook
Mar 24
The S&P 500 Breaks Its 200 Day Moving Average
Market Outlook
Mar 23
The Nebius $4Bn Convertible Note
AI
Cloud Service Providers
Semiconductors
Stocks
Data Centers
Mar 18
Nebius Is The Best NeoCloud In The Business
AI
Cloud Service Providers
Data Centers
Semiconductors
Stocks
Mar 17
Goldman Sachs, Blackstone or Blackrock
Data Centers
Enterprise Software
Mar 16
The Iran War Enters Week 3
Market Outlook
Mar 16
Broadcom Delivers And Then Some
AI
Semiconductors
Networking
Stocks
Mar 10
Figma Still Jamming
Enterprise Software
Industry
Stocks
Feb 24
Stubborn Inflation Persists - PCE Higher Than Expected
Market Outlook
Feb 22
DoorDash (DASH): Q4 Earnings Confirm My Buy Call
Consumer Discretionary
Industry
Stocks
Feb 22
Cadence Q4 Earnings Defies AI Threats To EDA
AI
Enterprise Software
Semiconductors
Stocks
Feb 18
Intuit Is Finally Available At A Reasonable Price
Enterprise Software
Industry
Stocks
Feb 17
A Weak Job Market Is Bad For The Economy
Market Outlook
Feb 17
Uber Tech (UBER): Worth Buying At $60
Consumer Discretionary
Industry
Logistics and Transportation
Stocks
Feb 17
DoorDash (DASH): Reiterating Buy At This Price
Consumer Discretionary
Enterprise Software
Industry
Stocks
Feb 17
Wow! A 25% ARR Beat From Nebius
AI
Cloud Service Providers
Semiconductors
Stocks
Feb 12
Non-Farm Payrolls Surprise To The Upside
Market Outlook
Feb 11
A Volatile Week That Could Have Gone A Lot Worse
Market Outlook
Feb 10
GameStop - Berkshire 2.0?
Finance/Banking
Industrials
Stocks
Jan 29
Advantest's Earnings Were 64% Higher Than Estimates!
Enterprise Software
Stocks
Jan 28
Constellation Software - Boring Back Office Cash Cow Is Worth Buying
Enterprise Software
Stocks
Jan 26
Ignoring Apple's High Quality Business Is A Mistake
Consumer Discretionary
Industry
Stocks
Technology
Jan 26
Netflix's Acquisition Of Warner Bros Discovery Should Pay Off
Media
Stocks
Jan 21
Guarding Against Complacency, The NASDAQ Is Headed For A Correction
Market Outlook
Jan 20
Income Investing - Using The Nasdaq 100 To Goose Income
Industry
Market Outlook
Stocks
Jan 15
Goldman Sachs Is A High Quality Business
Finance/Banking
Industry
Stocks
Jan 13
Inflation Tamer Than Estimates In Latest CPI Report
Market Outlook
Jan 13
Pure Storage: An Exciting AI Data Center Infrastructure Opportunity
AI
Computer Hardware
Data Centers
Stocks
Jan 13
The Under Appreciated Dell Should Be Bought
AI
Computer Hardware
Data Centers
Stocks
Jan 12
Chair Powell Fights Back
Market Outlook
Jan 12
Mobileye (MBLY) $11.50 - Worth Adding At This Price.
AI
Autos
Semiconductors
Stocks
Jan 8
A Brighter Picture With JOLTS, Unemployment And Layoffs
Market Outlook
Jan 8
Private Payrolls Bounce Back
Market Outlook
Jan 7
Workday's Second Innings As A GARP Offers Good Value
AI
Enterprise Software
Industry
Stocks
Technology
Jan 6
Venezuela’s Quiet Regime Pivot
Market Outlook
Jan 5
The Medical Devices Industry Offers Steady Returns
Healthcare
Industry
Stocks
Jan 3
The Stunning $20Bn Nvidia-Groq Deal!
AI
Cloud Service Providers
Semiconductors
Stocks
Dec 25
The Market Leader VISA Offers Tremendous Value
Consumer Staples
Fintech
Industry
Stocks
Dec 23
A Blockbuster Q3 GDP Report
Market Outlook
Dec 23
The Iconic Ferrari And Its Incredible Moat
Autos
Consumer Discretionary
Industry
Leisure
Stocks
Dec 23
SalesForce's Second Innings As A GARP Will Be Rewarding For The Patient Investor
Cloud Service Providers
Enterprise Software
Industry
Stocks
Technology
Dec 22
IBM's Confluent Acquisition Is A Big Positive
Cloud Service Providers
Enterprise Software
Industry
Stocks
Technology
Dec 22
ServiceNow's Cheaper Valuation Makes It Attractive
AI
Enterprise Software
Industry
Stocks
Technology
Dec 21
Market Outlook - The Week Ahead - PCE, Consumer Confidence And GDP Growth
Market Outlook
Dec 21
Rocket Lab Is Worth Accumulating On Declines
Aerospace
Industry
Stocks
Dec 20
November CPI Was Benign
Market Outlook
Dec 18
The Unwinding Of The Japanese Carry Trade
Market Outlook
Dec 9
Stellar Rubrik Q3 Earnings Lead To An 8 Percent Post Earnings Pop!
AI
Cybersecurity
Industry
Stocks
Technology
Dec 9
5 Reasons Why The Fed Is Likely to Cut 25 Basis Points
Market Outlook
Dec 4
Credo Technology's earnings and guidance beat by a mile
AI
Cloud Service Providers
Data Centers
Industry
Semiconductors
Stocks
Dec 2
Nvidia's Investment Is A Huge Confidence Boost For Synopsys - Buy The Stock
AI
Enterprise Software
Industrials
Industry
Semiconductors
Stocks
Dec 1
Market Outlook - Retail Sales and Producer Prices Both Underwhelm
Market Outlook
Dec 1
Roblox Must Be Grabbed With Both Hands - The Stock Is A Bargain
Media
Stocks
Nov 28
Market Outlook - A Lackluster Week
Market Outlook
Nov 26
Continued Growth In Data Centers Bodes Well For Celestica
AI
Cloud Service Providers
Stocks
Nov 26
Long-Term Investors Should Own Alphabet, Nvidia and Broadcom
AI
Cloud Service Providers
Stocks
Nov 25
The Google TPU Is Great For The AI Market
AI
Cloud Service Providers
Stocks
Nov 25
Credo Technologies's Dip Is Worth Buying
AI
Cloud Service Providers
Stocks
Nov 25
Nvidia's Excellent Quarter Reassures Investors
AI
Cloud Service Providers
Stocks
Nov 24
Bouncing Back From The Lows
Market Outlook
Nov 24
A Payroll Surprise
Market Outlook
Nov 20
Mike Wilson Is Feeling Optimistic
Market Outlook
Nov 19
Nvidia Gets A Massive Upgrade
AI
Cloud Service Providers
Stocks
Nov 19
A New Cold War Between The US And China For AI Dominance
Market Outlook
Nov 18
Accenture - Consulting With AI Has A Future
AI
Consumer Discretionary
Stocks
Nov 18
SOFI Can Be Bought On Declines
Media
Stocks
Nov 18
The AI Bubble - Are We Heading Down The 1929 Path?
Market Outlook
Nov 17
The Softbank Sale Of Nvidia Reflects Softbank's Liquidity Needs
AI
Semiconductors
Stocks
Nov 12
Will Mounting Debt Crush AI Momentum?
Market Outlook
Nov 12
Nebius Is Firing On All Cylinders
AI
Cloud Service Providers
Semiconductors
Stocks
Nov 12
Verizon Communications - An Income Generator
Stocks
Telecom
Nov 11
The Trade Desk - A Reasonable Valuation
Ad Tech
Media
Stocks
Nov 11
The Correction May Be Over - Buy The Dip!
Market Outlook
Nov 10
Arista Networks Is An Under Appreciated AI Stalwart
AI
Cloud Service Providers
Networking
Semiconductors
Stocks
Nov 10
The Shutdown Continues
Market Outlook
Nov 7
Consumer Anxiety Grows
Market Outlook
Nov 7
Layoffs Suggest A Weakening Labor Market
Market Outlook
Nov 6
OpenAI - Too Big To Fail?
AI
Market Outlook
Semiconductors
Stocks
Nov 6
Payrolls Still Positive
Market Outlook
Nov 6
A NASDAQ Correction Is On
AI
Industry
Market Outlook
Nov 4
AMD Beats Analysts Estimates For Q3-2025
AI
Semiconductors
Stocks
Nov 4
Meta's Excellent 3rd Quarter Marred By High Capex
AI
Media
Stocks
Oct 31
Alphabet The Most Magnificent Of The Seven
AI
Cloud Service Providers
Stocks
Oct 31
Jensen Huang's GTC Keynote Address
AI
Semiconductors
Stocks
Oct 30
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