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Gitlab Has Potential But Needs To Prove It

Gitlab Has Potential But Needs To Prove It

03/11/2026
Gitlab (GTLB) $23 I currently have a...
Broadcom Delivers And Then Some

Broadcom Delivers And Then Some

03/05/2026
Broadcom (AVGO) flares up 6% to $336...
A Lot Riding On Broadcom’s Quarterly Earnings

A Lot Riding On Broadcom’s Quarterly Earnings

03/04/2026
Broadcom (AVGO) $317 All eyes on Broadcom's...
Roku – The Stock Is Too Rich For My Tase

Roku – The Stock Is Too Rich For My Tase

03/02/2026
Roku Inc (ROKU) $98 - Nothing compelling...
Figma Still Jamming

Figma Still Jamming

02/24/2026
Figma (FIG) $26 is a cautious buy....
DoorDash (DASH): Q4 Earnings Confirm My Buy Call

DoorDash (DASH): Q4 Earnings Confirm My Buy Call

02/22/2026
DoorDash - (DASH) $180 post earnings as...
Cadence Q4 Earnings Defies AI Threats To EDA

Cadence Q4 Earnings Defies AI Threats To EDA

02/18/2026
Cadence (CDNS) $300 up 7% post earnings....
Intuit Is Finally Available At A Reasonable Price

Intuit Is Finally Available At A Reasonable Price

02/17/2026
Intuit (INTU) $378 is looking more like...
Uber Tech (UBER): Worth Buying At $60

Uber Tech (UBER): Worth Buying At $60

02/17/2026
Uber Tech (UBER) $69 I've always liked...
DoorDash (DASH): Reiterating Buy At This Price

DoorDash (DASH): Reiterating Buy At This Price

02/17/2026
DoorDash - (DASH) $160 Buy: I believe...
Wow! A 25% ARR Beat From Nebius

Wow! A 25% ARR Beat From Nebius

02/12/2026
I have tremendous faith in Nebius (NBIS),...
GameStop – Berkshire 2.0?

GameStop – Berkshire 2.0?

01/29/2026
GameStop (GME) $23.90 is a cash rich...
Advantest’s Earnings Were 64% Higher Than Estimates!

Advantest’s Earnings Were 64% Higher Than Estimates!

01/28/2026
Artificial Intelligence picks and shovels is the...
Constellation Software – Boring Back Office Cash Cow Is Worth Buying

Constellation Software – Boring Back Office Cash Cow Is Worth Buying

01/26/2026
Constellation Software (CNSWF)  A decent GARP that...
Ignoring Apple’s High Quality Business Is A Mistake

Ignoring Apple’s High Quality Business Is A Mistake

01/26/2026
Apple (AAPL) $248 Apple's weakness is an...
Netflix’s Acquisition Of Warner Bros Discovery Should Pay Off

Netflix’s Acquisition Of Warner Bros Discovery Should Pay Off

01/21/2026
Netflix's Giant Strides Jumping from a mail...
Income Investing – Using The Nasdaq 100 To Goose Income

Income Investing – Using The Nasdaq 100 To Goose Income

01/15/2026
QQQI - NEOS NASDAQ-100(R) High Income ETF...
Goldman Sachs Is A High Quality Business

Goldman Sachs Is A High Quality Business

01/13/2026
Goldman Sachs (GS) $938 Love the company,...
Pure Storage: An Exciting AI Data Center Infrastructure Opportunity

Pure Storage: An Exciting AI Data Center Infrastructure Opportunity

01/13/2026
Pure Storage (PSTG) $75 A good long...
The Under Appreciated Dell Should Be Bought

The Under Appreciated Dell Should Be Bought

01/12/2026
Dell Technologies (DELL) $120 has a lot...
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