MSFT
Microsoft (MSFT) — Buy Thesis
Microsoft (MSFT) — Buy Thesis
1 month ago
0
MU
Micron Technology (MU)
Micron Technology (MU) reported earnings today after hours, rising around 13 to 15%, lifting the semiconductor and memory sector as well as data centers and the…
1 month ago
0
XAUUSD
Liquid vs. Illiquid Assets and precious metals
On January 29, 2026, gold touched an intraday all-time high of $5,595 an ounce, pushing the total above-ground market capitalization of all gold ever mined to s…
1 month ago
10
A Proposed Improvement to the Traditional 60/40 Asset Allocation
A response to AQR Capital Management’s 2026 Capital Market Assumptions — Portfolio Solutions Group (January 14, 2026)
1 month ago
0
BTC
Correlation Coefficient BCT, COIN with leverage
Correlation Coefficient
1 month ago
0
NOW
SaaS Sector Selloff Recap and correlation
SaaS Sector Selloff Recap and correlation
1 month ago
0
META
A 3-Year Investment Portfolio Thesis: META, SOFI, ETH, CRWV
The following four tickers represent what I believe to be among the most compelling asymmetric opportunities in the market today while creating an ideal portfol…
1 month ago
0
UNH
Healthcare Sector Rotation: A Long-Term Thesis and Near-Term Technical Observations
The healthcare sector is quietly building a compelling long-term case. Demographic trends in the United States slowing population growth paired with steadily r…
1 month ago
0
The AI Energy Crisis:
Where Does the Power Come From?
1 month ago
0
ETH
Why is think ETH in underavlued
I think Ethereum (ticker: ETH) is undervalued.
1 month ago
10
ONDS
Trade Recap ONDS
Trade Recap: ONDS
1 month ago
0
NOW
Trade Recap ServiceNow NOW
Trade Recap: ServiceNow (NOW)
1 month ago
10
QUBT
TradeRecap QUBT, QBTS
Trade Recap: QUBT, QBTS
1 month ago
50
BTC
BTC ETH and Crypto Overall
BTC, ETH, and crypto overall have been in a bear market since the beginning of October. We had the biggest liquidation event in history on October 10th. During …
1 month ago
0
BOND Yields,Inflation and Gold
On Friday, as we saw from the market pullback, I wanted to talk about oil and energy prices, inflation, and gold.
1 month ago
0
Market recap June 1st to June 5th
Good evening below is my Investment thesis recapping the week
1 month ago
0