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.
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...
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.
The stock is trading at all-time highs. Here's our Q4 earnings deep dive.
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...
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).
One of its new partners is on our Core Conviction list and has potential to help DASH improve its margins...
We identified 2 key takeaways from Delta's report. They have serious implications for one lodging player in particular.
Connected TV viewership is growing at a steep clip, outpacing the flow of ad dollars. This creates a massive opportunity for investors in 2025.
We're following up on our early Holiday Shopping Winners. Lululemon ended 2024 on a high note -- and its stock is up +17% since our holiday feature (nice). Here's our breakdown, also featuring $ONON $DECK $GAP $NKE
This chart is alarming for airline stocks...
Starbucks revenue is lagging as the stock recovers on hopes of a new CEO turnaround. But web traffic suggests a different coffee stock is the real bullish play $BROS
