One free article every month, plus occasional extras. Real setups, real management, real post-mortems — the public-facing slice of what I publish daily inside Patreon.
Palantir ($PLTR) has been one of the market’s biggest winners over the past few years. Strong enthusiasm around artificial intelligence, government contracts,…
Read postThe bear party has started. I remain fully short. My advice? FASTEN YOUR SEATBELTS. 🎢🐻
Read postMore access = more potential patients. The obesity drug market is still in its early innings. Not holding many longs right now,…
Read postOil is up more than 3% in weekend trading, and the Strait of Hormuz remains at the center of global market concerns.…
Read postThe Bull Case, The Bear Case & What Happens Next has just been uploaded on Patreon. In this video, I break down…
Read postNot because the numbers will be bad. Because they might be too good. The market already expects: At some point, there are…
Read postMETA Stock Analysis: The Long-Term Scenario I Am Watching Meta Platforms (META) remains one of the most interesting mega-cap technology stocks for…
Read postIntel (INTC) Stock Analysis: Why I’m Waiting for a Higher Low Before Buying Intel (INTC) is one of the most discussed semiconductor…
Read postIf NVIDIA (NVDA) closes the month near current levels, it may become one of the clearest warning signals for the broader stock…
Read post$PLTR Everyone seems to love this stock right now. That’s exactly what worries me. In this video, I’ll explain why I think…
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