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Quant World Cup Watchlist: 3 Top International Stocks
World Cup season is a good reminder to look abroad: Several single-country and regional markets returned more than 40% last year vs. the S&P 500’s 17....
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Micron Is My Biggest Position - Here's Why I'm Not Selling
Micron shares continue to surge. Capacity remains tight, and prices remain high as HBM continues to strangle the supply chain. Despite the run-up, I t...
Alphabet: Getting Ready To Eat Nvidia's Market Share (Rating Upgrade)
Alphabet is finally due for a timely upgrade, as its AI-driven growth narrative has regained traction as it looks to take share from Nvidia. GOOGL’s $...
Top 3 Financial Stocks For A Higher-For-Longer Rate Environment
A higher-for-longer rate outlook has helped financials rebound from laggards to market leaders as investors adjust to persistent inflation and a more ...