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Episodes


Setting Early 1Q Earnings Expectations

Market Needs Sustained Earnings Growth or Laggards to Catch Up

PATK, MIR: Stocks to Watch in the Current Bull Market

“Economic Exceptionalism” Impacting the Markets

PLTR & ORCL to Deliver Cloud & A.I. Solutions Through Partnership

Tesla (TSLA): More Bullish Than Ever on E.V.

The Market is Due for Some Digestion Time

A.I. & The Music Industry

SoFi (SOFI) Could be a Long-Term Winner

Can Disney (DIS) Make Streaming Profitable in 2024?

Synopsys (SNPS) Benefits from Strong Hyperscaler & Data Center Activity

Long on MSFT, BRK/B, AMD

Paramount (PARA) Tentative Deal with Skydance Media

SBUX, ALL, NEE: Recession Outlook for the Rest of the Year

Google Anxious About ChatGPT’s Impact on Ad Business

Dwindling Chances for a June Rate Cut

SQ’s Limited Opportunity & COIN as a Key Crypto Beneficiary

META, NVDA: The Rapid Growth of Generative A.I.

Apple (AAPL) Possibly Pushing into Personal Robotics
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