Must Reads
Micron Technology Has Just Shared Great News
Micron Technology, Inc. is becoming undervalued despite a 1300% return since my article from April 2025. MU has just announced the world's first 512 G...
Alpha Picks Winners
Micron Technology, Inc. (MU)
Picked: 10/15/25
Total Return: 385.72%*
Par Pacific Holdings (PARR)
Picked: 11/17/2025 Total Return: 85.17%*
3 Stocks I'd Buy If The Feds Hike Rates
Markets have almost fully priced a 25 bp interest rate hike by the U.S. Fed, while a second 25 bp hike later this year carries a 50% implied probabili...
Micron Offers A Massive Margin Of Safety (Earnings Preview)
Micron Technology, Inc. remains a Strong Buy with Strategic Customer Agreements driving revenue durability and reducing cyclicality. MU's Q4 earnings ...
Broadcom: Buy The Tantrum - Again
Broadcom Inc. is reaffirmed as a Strong Buy with a $604 base case price target, reflecting robust AI revenue durability. AVGO's AI revenues are underp...
The Fed Hikes To 4%: Will It Be Enough To Calm Bonds?
The Federal Reserve’s Federal Open Market Committee (FOMC) announced yesterday that it will increase the target federal funds rate by 25 basis points ...