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The Inflection Point Is Here
The AI trade, memory, and the rest of the market are close to making a major decision.
12 hrs ago
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Za
65
10
18
Something Big Just Happened
The next big trade, my positioning, ideas, and more.
Jul 14
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Za
120
17
21
Weekly Market Report 7/12/26
Mega short squeeze candidate, America's solar gem, the Memory + AI trade, the next HOOD esque movers, my portfolio, and much more.
Jul 12
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Za
133
22
25
My Newest Long Term Investment
The potential AI energy behemoth.
Jul 9
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Za
147
31
35
Time to Buy The AI Trade?
My new AI position, Nvidia, Micron, SK Hynix, charts, and more.
Jul 7
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Za
147
24
27
Weekly Market Report 7/5/26
A hidden robotics stock, the World Cup trade, some "social arb" trades, my trading portfolio, the new "in theme" section, and much more.
Jul 5
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Za
137
35
23
The Ultimate Rotation Trade
Where is the alpha? Is the AI infrastructure trade over?
Jul 2
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Za
142
35
22
June 2026
The Key to Finding the Biggest Trades
How to capture the next SNDK, MU, MRVL, DELL, ARM, and more.
Jun 30
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Za
169
42
33
Weekly Market Report 6/28/26
One robotics stock that reminds me of OKLO, AI chip company with major catalysts, two AI healthcare stocks that stick out, the Magnificent Seven…
Jun 28
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Za
142
37
23
The Next Magnificent Seven
AI is creating the next behemoth companies. Who are they?
Jun 25
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Za
137
45
23
The Rollercoaster Is Getting Violent
Micron, Memory, Nvidia, Cerebras, Korea, Taiwan, and the Fed.
Jun 23
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Za
137
27
26
Weekly Market Report 6/21/26
A trade years in the making, two retail favorite stocks setting up for further upside, new healthcare leader, a lagging AI infrastructure stock with…
Jun 21
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Za
157
32
31
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