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Shopify (SHOP): The Entrepreneur's Secret Weapon
Feb 11, 2025

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
Feb 07, 2025

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
BitcoinBitcoin
+1+1
MicroStrategy (MSTR) Earnings Preview
Feb 05, 2025

MicroStrategy (MSTR) Earnings Preview

Bitcoin Moves, mNAV, and Capital Strategy Shifts

Andy Swan
SPOTSPOT
Look at $SPOT go!
Feb 04, 2025

Look at $SPOT go!

Spotify shares rocketed to new all-time highs after the audio subscriber posted strong user growth and its first year of annual profit. Nice momentum for our Core Conviction listing.

Megan Brantley
Buy Alert: DeepSeek AI Play
Feb 03, 2025

Buy Alert: DeepSeek AI Play

This company has earned its place on our Core Conviction list. Also, we're previewing Spotify's (SPOT) earnings tomorrow morning.

Megan Brantley
BitcoinBitcoin
+9+9
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
Premium

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
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