Archive

Dive into a collection of past posts and rediscover timeless content.

A new idea inside.

Aug 12, 2026

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1 min read

Coverage updates this week plus notes on the rally and semi-conductor views headed into this week.

Aug 9, 2026

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13 min read

Big earnings ahead this week for names in this report and Mag 7 names report as well which are a concern....

Aug 2, 2026

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13 min read

Plus updates to the ideas from last month inside.

Aug 1, 2026

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5 min read

New episode is out.

Aug 1, 2026

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1 min read