BitcoinBitcoin
+5+5
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Tough week for the market but we're seeing signs of life today. Here's an overview of the biggest news and movers in our portfolio through close on Thursday, Feb. 27.

Megan Brantley
NVDANVDA
Nvidia (NVDA) Earnings Deep Dive

Nvidia (NVDA) Earnings Deep Dive

NVDA earnings are out. Here's what we learned. Plus, uncertainty dinged one of the names in our core conviction portfolio last week. LikeFolio metrics confirm best of breed status. Here's what's driving the company's next phase of growth...

Megan Brantley
The Power of Perspective: How to Think About Market Pullbacks

The Power of Perspective: How to Think About Market Pullbacks

Hint: Opportunity > Fear. Also check out this week's Founders Call, where we explore 3 major pullback opportunities in depth.

Megan Brantley, +1
Rising Volatility in Fast-Casual Stocks: Here are 2 Ways to Play It

Rising Volatility in Fast-Casual Stocks: Here are 2 Ways to Play It

Big earnings moves and compelling LikeFolio data have inspired 2 bullish ideas in the fast-casual sector. Check out a bonus earnings idea and also a long-term play...

Megan Brantley
BitcoinBitcoin
+6+6
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

A major update from xAI and tepid news from Walmart drove the markets this week. We continue to see explosive earnings reactions. Bitcoin is proving resilient as the market struggles. Here's an overview of the biggest movers in our portfolio.

Megan Brantley
GrokGrok
Grok 3 Just Shook up the AI Game

Grok 3 Just Shook up the AI Game

At this point, DeepSeek is old news. xAI's Grok 3 is a major leap in AI in 3 core categories. Andy and Landon covered this in DEPTH on today's Founder's Call. Here's what we know about Elon Musk's thinking and some pin action stocks to watch.

Megan Brantley
A Major Retailer is Pulling off a Quiet Turnaround

A Major Retailer is Pulling off a Quiet Turnaround

Its stock is down ~10% in the last 6 months and has been nearly cut in half from 2021 highs. But LikeFolio data suggests a turnaround is taking hold. Here's a deep dive into promising retail play the market is sleeping on...

Megan Brantley
CVNACVNA
Our Contrarian Take is up +63%

Our Contrarian Take is up +63%

Hindenberg Research tried to sandbag Carvana. We bet on the strength of the consumer. CVNA is up significantly since then. Here's we're watching ahead of the company's next earnings event...

Megan Brantley
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

Hotter-than-expected inflation data and big earnings events moved the market in big ways. We've logged double digit moves (mostly to the upside) in many of the small cap names in our portfolio. This week, we're adding a BONUS Core Conviction note following some interesting company news...

Megan Brantley
ONONONON
+5+5
Luxury & Activewear Stocks Riding High

Luxury & Activewear Stocks Riding High

Despite concerns about a slowing consumer, the latest earnings reports show high-end shoppers are still spending. Are LULU and ONON set to follow suit when they report earnings next month? Here's what the data suggests...

Megan Brantley
SHOPSHOP
Shopify (SHOP): The Entrepreneur's Secret Weapon

Shopify (SHOP): The Entrepreneur's Secret Weapon

What happens when you give small businesses the same AI firepower as retail giants? You get a brand new playing field – where a one-person shop can leverage cutting-edge artificial intelligence just like an Amazon or Walmart. Here's a deep dive into Shopify's next era of growth.

Megan Brantley
BitcoinBitcoin
+9+9
LikeFolio Weekly Roundup

LikeFolio Weekly Roundup

We logged some major moves to the upside in several small cap names in our portolio. Plus - Landon and Megan broke down the long-term outlook for TSLA in this week's Founders Call. Here's a full recap of the biggest movers over the last week.

Megan Brantley
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