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Markets Recap 9/5

Markets Recap 9/5

Big Pay Day for Elon, Google Keeps Chrome, and Apple entering the AI race

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Thesis SummaryThesis Summary
Our Updated Stock Theses

Our Updated Stock Theses

Breaking down all the stocks we have highlighted and where we stand

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What to ExpectWhat to Expect
What the Expect this Week 9/01

What the Expect this Week 9/01

Salesforce and LULU Set to Report this Week

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Nebius AI

Nebius AI

A behind the scenes of a AI company that we love

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What to ExpectWhat to Expect
What the Expect this Week 8/25

What the Expect this Week 8/25

NVDIA Earnings

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Weekly RecapWeekly Recap
Market Recap 8/22

Market Recap 8/22

Palantir gets downgrade, rate cuts may not be coming, Walmart misses on earnings

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SOFI - The Future of Banking

SOFI - The Future of Banking

Could SOFI Go Hand in Hand with Robinhood Among Young Adults?

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What to ExpectWhat to Expect
What the Expect this Week 8/18

What the Expect this Week 8/18

PANW and EL Earnings

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Weekly RecapWeekly Recap
Market Recap 8/15

Market Recap 8/15

Inflation CPI Numbers and Warren Buffet Buys UNH: How we are trading around the news!

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Vistra Energy - An Energy AI Backbone

Vistra Energy - An Energy AI Backbone

The energy needs to come from somewhere

What to ExpectWhat to Expect
What to Expect this Week: 8/11

What to Expect this Week: 8/11

Oklo, Rigetti, and Applied Materials set to report

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Markets Recap 8/6

Markets Recap 8/6

Another Beneficiary of Apples Announcement, Dutch Bros Beats Earnings, and the Microsoft Open AI Feud.

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