Source material behind every call on the tape.
I read this opinion piece in the WSJ recently where Robert Pozen, formerly the president of Fidelity asserted that for investors with at least one million to invest, an investment strategy of 90% in a low-fee S&P index fund + …
I sold some FORD yesterday a few hours before the bell. All went smooth. I got trade confirmation overnight, and funds were available to transfer this morning. That was unprecedented for me, but I gleefully moved it via ACH to …
Up around $200 and change on these so far. Spotify continues to grow and crush and I think it’s severely underbought by investors. They are finally figuring out how to get better guidance and add additional revenue streams. I think …
*The collaboration brings generative and agentic AI capabilities directly to enterprise data to help joint customers build and deploy AI-powered applications faster and more securely* *Multi-year strategic agreement expands joint investments in customer success, workload migrations, and go-to-market, as Snowflake …
**| Salesforce Q1 2026 Earnings & Guidance** Q1 Results: Adj. EPS: $3.88, beats $3.13 estimate (+23.96%) Revenue: $11.13B, in-line with $11.05B estimate (+13.3% YoY) ARR Highlights: Agentforce and Data 360 ARR nearly $3.4B, up 200% YoY, including $1.1B Informatica Cloud …
Here is one more in the cheap calendar "near arbitrage" type trades. Last time I was actually at a net credit, and this time I paid a penny plus commissions to get exposure to $OSUR. Ideally this stock moves to …
just a reminder... love and your welcome the actual Buffett trade isn't "sell AI" or "buy the dip." It's noticing that the consensus *is* fear-of-bubble, and the contrarian position is now boring: own the companies whose earnings actually compound regardless …
Look, there'll be a consolidation in the top AI models (maybe Anthropic, ChatGPT, Gemini). The LLM manufacturers want to minimize unit economics and don't really care about product releases given that we are plateauing using silicon CMOS based chips. AVGO …