Premium
+1
Oct 3, 2026
•
5 min read
Watchlist Update: The Stocks Behind the Next Rotation
PMI told you where to look, I'm telling you what to buy.
Premium
+1
Oct 1, 2026
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5 min read
Micron's Record Quarter: One Number Changed Everything
Markets looked past the shortage, and found a huge risk for 2028.
Premium
+1
Sep 22, 2026
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6 min read
Diesel is About to Break (Here's How I'm Trading it)
The same Diesel move could help VVV and hurt VLO.
Premium
+1
Sep 15, 2026
•
5 min read
I Found Two AI Cooling Stocks. Only One Wins.
Why I'm trading AAON against JCI from a PMI signal.
Premium
+1
Sep 11, 2026
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6 min read
Adobe Beat Everything. The Stock Still Fell
Either the market is right, or this thing is badly mispriced.
Premium
+1
Sep 10, 2026
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6 min read
Offside Portfolio: September Review
The tools, methods, and mental frameworks everyone needs for a grip on their portfolio.
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+1
Aug 31, 2026
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6 min read
OPLN: Your Lease Ends, They Get Paid
4.3 million cars are coming online, Wall Street hasn't updated their targets yet.
Premium
+1
Aug 26, 2026
•
5 min read
NVIDIA's Earnings Were Almost Perfect
The problem is what sits underneath them.
Premium
+1
Aug 25, 2026
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6 min read
CTOS: A High P/E Stock I Actually Want to Buy
The multiple looks expensive until you realize what earnings are about to do.
