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Latest trade alert

October 7, 2026

CGNX

Bought

Cognex

Price

$

61.75

Position size

%

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$11.58

First covered Nvidia (split-adj., Oct 2022)

13

Positions up 100%+

67%

Of stock picks with positive returns

Rated on

Market Outlook

A Weak September Jobs Report - Just 29,000 Jobs Created

The 29K jobs created in today's payroll report is not a good sign. Fewer jobs created with lower pay bumps and inflation increasing at the same or higher rate - doesn’t sound promising, and most likely doesn’t call for an interest rate hike. I would be worried a little more about the economy. Don't chase the stock rally.

October 1, 2026

Vertiv's Data Center Focus Is A Huge Competitive Advantage: Buy The Stock

September 30, 2026

Core PCE inflation rises less than expected in September - Bureau of Economic Analysis

September 30, 2026

ADP Private Sector Payrolls Is Fairly Positive

September 29, 2026

An Inline JOLTS report for August

October 1, 2026

Vertiv's Data Center Focus Is A Huge Competitive Advantage: Buy The Stock

September 30, 2026

Core PCE inflation rises less than expected in September - Bureau of Economic Analysis

Consumer Staples

Pharmaceuticals

The Latest

Market Outlook

A Weak September Jobs Report - Just 29,000 Jobs Created

The 29K jobs created in today's payroll report is not a good sign. Fewer jobs created with lower pay bumps and inflation increasing at the same or higher rate - doesn’t sound promising, and most likely doesn’t call for an interest rate hike. I would be worried a little more about the economy. Don't chase the stock rally.

AI

Vertiv's Data Center Focus Is A Huge Competitive Advantage: Buy The Stock

Vertiv (VRT)'s core competency is end-to-end system deployment for data centers for electrification and thermal management. Vertiv's Data Center Focus Is A Huge Competitive Advantage: Buy The Stock

Market Outlook

Core PCE inflation rises less than expected in September - Bureau of Economic Analysis

Personal income numbers were not as positive as income came in lower than consensus but expenses beat estimates. Core PCE inflation rises less than expected in September - a good sign.

Market Outlook

ADP Private Sector Payrolls Is Fairly Positive

The report is fairly positive with more jobs created than expected, without too much of an inflationary push.

Portfolio & Trade Picks

CGNX

Cognex

61.75

Bought

Bought an initial 25% of Cognex (CGNX) will continue to accumulate.

ZETA

Zeta Global

32.75

Bought

Bought an initial 25% and will continue to accumulate

RBRK

Rubrik

111

Sold

Profit taking. Sold 10% This had crept up to 3.5% of the portfolio.

CRDO

Credo Tech

204

Sold

This was the 20% bought on 09/04 for $166 - Core holding remains. Also Squared up Credo put - I had a hedge for Credo’s price falling.