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Wake-Up Watchlist
One Earnings Print Buried Two Years Of Bear Arguments
For two years, the bear case on Amazon was simple. AWS was decelerating. The cloud busi...

May 28, 2026

The Trade You’re Told to Never Make
I made it yesterday. I closed it for a quick winner this morning.

May 27, 2026

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Wake-Up Watchlist
Three Companies Make the Turbines AI Needs.
Hyperscalers are booking GE Vernova gas turbines into 2030. They are the cloud and AI g...

May 27, 2026

Don’t Buy SpaceX at IPO
When I go against the grain, I’m usually right. Don’t buy SpaceX right away.

May 26, 2026

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5 Setups I’m Buying This Week
An AI data stock crushed earnings and ran to new highs. Now it’s resting at the l...

May 26, 2026

What’s Getting Crushed By Iran Right Now Could Provide Massive Profits Soon
The sectors being punished hardest by the Iran conflict will rebound fastest when it en...

May 22, 2026

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Wake-Up Watchlist
One factory makes 70% of the world’s AI chips
The most powerful AI chips in the world share one manufacturer. Nvidia, Apple, and AMD ...

May 22, 2026

The One Chart EVERY Trader Should Be Watching Right Now
While the S&P 500 may be recording all-time highs, this critical chart tells the real s...

May 21, 2026

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Wake-Up Watchlist
This Semiconductor’s Custom AI Business Went From Zero to $1.5 Billion in Two Years.
Two years ago, Marvell (MRVL) had no custom silicon business. Today it’s a $1.5 billion...

May 21, 2026

How One Trader Turned a 1% Drop Into 120% Profits OVERNIGHT
The bond market had its worst week in a year, the market is showing exhaustion at a nea...

May 20, 2026

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