Hey, Apple went beast mode again last night, and today it could easily hit a new all-time high! Beating earnings expectations for several quarters in a row, this company is really showing off. Tim Cook is stepping down soon with …
AAPL has become a hedge against the AI hype. No AI, just massive revenue gains and profitability year over year through iPhone and hardware sales. Only announcement related to AI would be its switch from OpenAI to Gemini starting in …
I’m trying to better understand the more “technical” drivers behind sudden market moves. I’m already familiar with things like month-end fixing, CTA positioning/flows, and options expirations (OPEX), but I feel like there are other factors that can also cause sharp …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
How Jack Nicklaus Can Help You Invest- (\*\*Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should …
(**Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should be taken as an offer to buy …
**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets …
Due to recent developments 'm no longer convinced ASML has alpha as benchmarked against other high quality semi conductor names. 1. DeepSeek's performance Writers for the MIT Technological Review recently discussed DeepSeek's performance and were incredibly impressed, putting it only …
GDP just came in at 2% annualized growth for Q1, which is actually a pretty solid number considering everything going on. For context, last quarter was basically flat at 0.5%, partly because of that six-week government shutdown dragging everything down. …
I was able to make some money before but... I mistakenly believed in some dreck a few years back and lost almost all of my profits. Like, back to square one, hold on to my remaining duckets kind of losses. …