Two Tactical Trades
China Stimulates its Housing Market
Next Level in Non-Lethal Defense
The Leader in BNPL
Playing the Waiting Game
Emergence in the Optical Space
Time to Re-Assess
Electrify Your Long-Term Gains
Space and Beyond
My Own Motion
Oil for AI
Satisfy Your Portfolio's Sweet Tooth
Select Retail is Hot
Group Strength is Back
Picks n Shovels for AI
Buy Now, Profit Later
The DNA of a Winning Stock
Batteries Included
All That Glitters
Wonderful Asymmetric Risk/Reward
Mother of All Cycles
A home-run earnings report
Beam me up Scotty
A Top Tier Inflection about to roar
To Q4 and beyond!
A broken IPO stages a comeback
The next name in this AI game
Earnings Season scores a trifecta
A little healthcare for your porfolio
An ISRG in the making
800G is the place to be
The 2nd best Inflection Point of Earnings Season
Golden Child of AI about to come of age
A Top-Line & EBITDA inflection manifests
AI-driven smartphone super-cycle begins
This was an epic week
Trades and Strategic Thoughts before Earnings Season
A proven disruptor within the optical space
At a Powerful Inflection Point
New leadership asserts itself
A secular market changes course
Earnings season uncovers a gem