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Why I Stopped Buying VOO And QQQ - And What I Am Buying Instead
After years of recommending VOO and QQQ, I'm pausing new buys as valuations and concentration no longer justify the strategy. Valuations are extreme, ...
The Massive AI Lie: Why I'm Up 25% YTD And Cashing Out
AI-driven tech stocks have seen outsized gains, but current market exuberance feels unsustainable amid geopolitical and macroeconomic risks. Recent pu...
Stock Market Could Crash In June
The S&P 500 is approaching the highest valuation ever, led by tech, so it's a major bubble. The Iran war is likely to cause an inflationary shock, wit...
Credo Just Told The Market Something Bigger Than Earnings
Credo Technology Group Holding Ltd. delivered a double beat in Q4 '26, with revenue up 157% year-over-year and profitability remaining exceptional. CR...
Alphabet: $80 Billion Equity Raise, Explained
Alphabet (GOOG) announced an $80 billion equity raise, its first large-scale offering since 2010, signaling aggressive investment in AI infrastructure...
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