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Major Market Top Sign: Insiders Are Cashing Out
AI-driven IPO and capital markets activity in 2026 mirrors the late-stage exuberance of the 1999 Internet Boom and 2021 SPAC surge. CoreWeave kicked o...
My 2 Highest Conviction Investments That I Am Buying Aggressively
Midstream has been a big winner for me over the past 11 months since I made it my highest-conviction pick. I have recently shifted where I am deployin...
Sandisk: The Math Makes No Sense
Sandisk Corporation remains a conviction buy, with robust multi-year contracts locking in $93.9B minimum revenue at high margins. Over 50% of SNDK's b...
Tesla: Continue Shorting Such A Poor Investment
Tesla, Inc. remains a strong short opportunity, with a market cap far exceeding generous sum-of-parts valuations. TSLA's automotive business has plate...
Meta Is Misunderstood
Meta Platforms, Inc. is up over 7% after unveiling Muse and resolving a major $18B youth-safety settlement, reducing legal risk to a manageable 2% ann...
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