Archive

Don't Ignore the 'All of the Above' AI Trade

It's no secret that AI is putting pressure on our power grid...

• ETR
• META

AI's 'Old' Chips Have Plenty of Life

While Big Tech rushes to add brand-new chips to projects... it's not throwing out all the old ones...

• AAPL
• CRWV
• GOOGL
• NVDA
• PLTR

Digging Into Burry's Next 'Big Short'

Aside from accountants, most folks typically wouldn't care about these numbers...

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• ORCL
• PLTR

PE Is Finally Letting Go

We've said it before, but it bears repeating... This doesn't happen in a weak economy...

• BX
• CG

The Quiet AI Play That's Beating Big Tech

This isn't the trend of an e-commerce giant that's making moves in AI...

• AMZN
• EBAY
• MSFT

Even the Best Airlines Don't Look Great

It's getting harder for even the best airlines to stay in the black...

• DAL
• LUV
• SNCY
• UAL
• ULCC

How to Trade Like a Congressman

This isn't a partisan issue... Nor is it limited to a few lucky guesses...

• GOP
• NANC

The Private-Credit Canary Says It's Time to Run

The layers of risk in private credit are just starting to unfold...

• JEF

You're Missing the Real GLP-1 Story

This reaction just doesn't make sense... considering today's pricing strategy is nothing new...

• NVO

Get Ready for the Digital Ad Revolution

This may be the biggest leap in advertising since the dawn of television...

• APP