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22 Feb

Stocks to Buy in February

Okta provides identity and access management used by enterprises including Uber and Coinbase. Qualcomm holds essential 5G and LTE patents and reports large automotive deployment. The iShares MSCI Indonesia ETF reflects Indonesian exposure tied to a major ...

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17 Feb

Adobe Stock Update Ahead of Earnings

Adobe has faced a recent sell-off amid broader SaaS uncertainty and competition from lower-cost alternatives. The company has deployed new AI features for enterprise customers. Recent revenue growth slowed from earlier higher rates and earnings are schedu ...

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16 Feb

Weekly Stock Market Update

The market finished lower last week as traders shifted away from high growth stocks and crypto. Capital is rotating into energy, industrials, consumer defensive and healthcare. SPY's performance is tied to the largest tech companies such as Nvidia Apple G ...

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16 Feb

Stocks to Buy in February Part IV

Qualcomm holds essential 5G and LTE patents and supplies connectivity for phones laptops and wearables. Its automotive segment supports over 400 million vehicles and generates more than $1 billion in quarterly revenue. Eaton benefits from grid modernizati ...

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10 Feb

Robinhood Pre-earnings Analysis

Robinhood shares fell by more than 40% over the past three months. Revenue rose from about $1B in 2020 to $3B in 2024 and Q4 2025 revenue was expected at $4.5B. The company returned to profitability in 2024 with elevated margins in recent quarters. ...

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08 Feb

Weekly Market Update and SPY Notes

The Dow crossed 50,000 for the first time as markets posted a strong recovery led by Nvidia TSMC and Broadcom. U.S. unemployment data was delayed by a partial government shutdown and will be released on Wednesday. CPI data is expected to edge lower. ...

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08 Feb

Stocks to Buy in February

Broadcom is a diversified semiconductor and infrastructure company central to AI data centers and enterprise software and reached a $1 trillion valuation in 2024. CF Industries is a major fertilizer supplier benefiting from rising global food demand and h ...

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02 Feb

Palantir at Forefront of AI

Palantir shares moved below the 200 day moving average for the first time since April 2023 and sit roughly 25% below record highs. Q3 2025 U.S. government contract revenue rose 52% year over year while commercial revenue climbed 73%. The company reports e ...

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01 Feb

Weekly Market Update and SPY Analysis

The Russell 2000 outpaced the S&P 500 Nasdaq and Dow Jones in January as capital rotated into small caps. Earnings from major tech names continue with Alphabet and Amazon upcoming. Kevin Warsh was nominated to be Fed Chair and labor data shows unemploymen ...

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01 Feb

Stocks to Buy in February

A water-focused ETF provides diversified exposure to the water value chain and holds companies such as Ecolab American Water Works and Ferguson. Brookfield Renewable operates nearly 34 GW of capacity across hydroelectric wind solar and distributed energy ...

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