Today's trade is in a name that has been synonymous with the A.I. Bull Market. A company that has been the chief beneficiary of all the spend coming into the space.
My bet today is taking advantage of low volatility in the options to get...
Every day, we sift through the filings to spot where the real conviction lies — cutting through the noise to highlight the most meaningful insider moves.
Failed breakdowns are everywhere.It’s been a recurring theme throughout this entire multi-year bull market—just when the bears appear to gain the upper hand, they drop the ball. Hard.And every time they do, it’s...
Going to keep this post short today. I'm writing live from the Portfolio Accelerator event in New Orleans. Our friend Riley Rosebee is presenting as I'm typing and he is talking about stocks in companies The Jetson's would invest in.
Every day, we sift through the filings to spot where the real conviction lies — cutting through the noise to highlight the most meaningful insider moves.
Large caps have been steadily outperforming in U.S. markets, even as growth stocks led the most recent leg lower.But in a market like this, flexibility is everything. We need to stay nimble and open-...
