My thoughts on trading & investing

Stocks & Market Themes

Value Stocks Are Moving While Markets Tank

As I type, the Nasdaq-100 has just experienced one of its fastest seven-day corrections in the…
Brilliant Cash Management from a Company You Never Heard Of

I am just learning about Five9’s (ticker FIVN and publicly traded) epic cash management. Actually, this…
While Everyone Focuses on NVIDIA, They Miss The Real Moves

It’s fascinating to see how many people are focused on NVIDIA and other AI stocks, which…
The Coming Go-Private Boom

I love making sweeping predictions on this blog, and today’s post is no exception. In-fact, this…
How I’ll Play The Data Center Boom

NVIDIA’s latest earnings report reminding me that the Data Center Boom still isn’t over. Each time…
The Return of Beaten Down Covid Stocks

What’s the most interesting play in the markets right now, that I can think of? It’s…
The Bull Market in Rice Bowls

These days, many investors spend weeks or months searching for the next big AI play, hoping…
Weight Loss Stocks Are Beating AI Stocks

You may find this surprising, but the chart I am sharing below is not an AI…
My Thoughts on NVIDIA (Updated)

There is simply no bigger market story at this time than NVIDIA. It reminds me of…
The IPO Market Returns?

As you know, and readers of my blog often can see, I track stats that most…