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LikeFolio Weekly Roundup
Jan 31, 2025

LikeFolio Weekly Roundup

DeepSeek news shook up the market this week, but stocks rallied to end January on a positive note. Here's an overview of the biggest movers of the week, including a nice move from one of our Infinite Hold stocks and a long-term play on non-traditional education.

Megan Brantley
TSLATSLA
We're More Bullish on TSLA than EVER
Jan 30, 2025

We're More Bullish on TSLA than EVER

A muted response to Tesla's Q4 earnings report coupled with Musk's once-in-a-generation vision presents investors with a tremendous opportunity. In fact, we think the bet to the upside is becomming even more asymmetric. Here's why.

Megan Brantley
AMDAMD
+3+3
Founder's Call:  Deep Seek Reaction and A.I. Opportunities
Jan 29, 2025
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Founder's Call: Deep Seek Reaction and A.I. Opportunities

MEMBER EXCLUSIVE: Why Monday's semiconductor selloff was a major overreaction (and what it means for A.I. investors)

Andy Swan
SBUXSBUX
+1+1
Starbucks (SBUX) Earnings Preview
Jan 28, 2025

Starbucks (SBUX) Earnings Preview

Starbucks hired perhaps the world's best "fixer" to save its sinking dynasty. Data suggests the turnaround may take a bit more time. Instead, we're betting on an up-and-coming coffee chain with ambitious plans for growth.

Megan Brantley
NVDANVDA
Is Nvidia (NVDA) Really Doomed? Here’s Why We Don’t Think So
Jan 27, 2025

Is Nvidia (NVDA) Really Doomed? Here’s Why We Don’t Think So

DeepSeek’s announcement sent shockwaves through the market, but Nvidia’s story is far from over. Here are 2 major opportunities for investors amid the volatility.

Megan Brantley
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup
Jan 24, 2025
Premium

LikeFolio Weekly Roundup

The new Trump adminstration ushered in a strong week for our portfolio, driven by lofty goals for AI investment and a loosening of regulations at large. Here's an overview of the biggest movers in our portfolio this week.

Megan Brantley
AXPAXP
+1+1
2 Bullish Ideas in Financial Services
Jan 23, 2025

2 Bullish Ideas in Financial Services

Two giants are executing distinctly different strategies - and we think investors can profit on both. Both companies report earnings in the next 7 days. Here's what we're thinking...

Megan Brantley
TSLATSLA
Tesla's AI Revolution is Here
Jan 22, 2025

Tesla's AI Revolution is Here

Look, the naysayers still don't get it - Tesla isn't a car company.It's an AI powerhouse that happens to make cars. And consumer interest continues to hover near all-time highs.

Megan Brantley
UALUAL
+1+1
Everyone is Bullish on United (UAL) -- are we?
Jan 21, 2025

Everyone is Bullish on United (UAL) -- are we?

The stock is trading at all-time highs. Here's our Q4 earnings deep dive.

Megan Brantley
TGTTGT
Could This Struggling Retail Giant Have a 2025 Comeback?
Jan 16, 2025

Could This Struggling Retail Giant Have a 2025 Comeback?

Many of the retailers and discount stores have had a tremendous year, with the industry as a whole outperforming the S&P 500. However, one retail giant in specific has lagged behind it's peers' success...

Ian Dewey
DUOLDUOL
The app capitalizing on TikTok drama
Jan 15, 2025

The app capitalizing on TikTok drama

TikTok is in the hot seat again, facing a U.S. shutdown on January 19 unless ByteDance sells its U.S. operations. One app doesn't care (and it's probably not the one you think).

Megan Brantley
DoorDash is changing the game...again
Jan 15, 2025

DoorDash is changing the game...again

One of its new partners is on our Core Conviction list and has potential to help DASH improve its margins...

Megan Brantley
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