Archive

Dive into a collection of past posts and rediscover timeless content.

Surprising Beneficiaries of High Gas Prices: BJs and Costco

Apr 2, 2026

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3 min read

Surprising Beneficiaries of High Gas Prices: BJs and Costco

Rising pump prices are fueling membership growth — Costco and BJ’s use discounted gas as a loss leader to drive sign-ups, foot traffic and higher in-store sales.

Unity Soars After Axing a Business, Here's Why

Apr 1, 2026

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3 min read

Unity Soars After Axing a Business, Here's Why

Unity ditched its low-margin ad arm to spotlight its AI-driven Vector ads and resurgent game engine, turning investor uncertainty into conviction. Strong preliminary results and a data-fueled flywheel now point to faster growth and better margins.

MercadoLibre Stock Is in Deep Pullback Territory: Time to Buy?

Mar 31, 2026

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1 min read

MercadoLibre Stock Is in Deep Pullback Territory: Time to Buy?

Down nearly 40% even as revenue surged 45%, MELI is approaching weekly 200‐day support and trading at a much cheaper forward P/E — a potentially compelling entry. Analysts still rate it a Moderate Buy with price targets implying roughly 70% upside, though heavy reinvestment could keep near‐term profits pressured.

Russell 2000 Stocks: Too Early or Finally Interesting?

Mar 30, 2026

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1 min read

Russell 2000 Stocks: Too Early or Finally Interesting?

Discounted versus the S&P 500, small caps could surge if rates start falling — is now the time to buy? IWM, institutional flows and picks like Mueller Water Products and AAON offer clues.

Why It's Not Time to Give Up on the Gold Trade

Mar 29, 2026

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1 min read

Why It's Not Time to Give Up on the Gold Trade

Don't be fooled by a short-term pullback — swelling U.S. debt, rising yields and inflation risk bolster gold's long-term hedge appeal. Here are three practical ways to tap that exposure: GLD, GDX or Newmont.

The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks

Mar 28, 2026

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1 min read

The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks

Surging AI demand has handed designers the upper hand, letting them push CPU prices higher and lift margins across the sector. The windfall accelerates AMD’s data‐center march and gives Intel vital funding for its manufacturing turnaround.

GE Vernova: AI's Thirst for Power Creates a New Class of Winner

Mar 27, 2026

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3 min read

GE Vernova: AI's Thirst for Power Creates a New Class of Winner

AI's surging electricity demand is creating a boom for companies that generate and deliver power. With market-leading turbines, grid tech, rising orders and cash returns, GE Vernova is emerging as the industrial backbone of the AI era.

Is 2026 the Year of Space Stocks? 2 Stocks to Watch

Mar 26, 2026

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3 min read

Is 2026 the Year of Space Stocks? 2 Stocks to Watch

SpaceX IPO buzz could supercharge the sector — but Rocket Lab and Planet Labs are already delivering gains through record launches, revenue growth and profitability milestones. Two high‐momentum stocks investors should watch in 2026.

Super Micro's Plunge: An AI Deep Value Opportunity?

Mar 25, 2026

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3 min read

Super Micro's Plunge: An AI Deep Value Opportunity?

A 33% sell-off after an indictment has punished the stock — but Super Micro’s central role in the AI infrastructure boom and blockbuster earnings raise the question: is this panic a rare deep-value buy? Management’s swift governance fixes and bullish analyst targets suggest significant upside.

Copper Cools After Record January—But This ETF Is a Buy-the-Dip Opportunity

Mar 24, 2026

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3 min read

Copper Cools After Record January—But This ETF Is a Buy-the-Dip Opportunity

Despite a 20% pullback, persistent supply tightness and rising demand from electrification and AI make the Global X Copper Miners ETF (COPX) a compelling buy‐the‐dip opportunity.

Archive

Dive into a collection of past posts and rediscover timeless content.

Surprising Beneficiaries of High Gas Prices: BJs and Costco

Unity Soars After Axing a Business, Here's Why

MercadoLibre Stock Is in Deep Pullback Territory: Time to Buy?

Russell 2000 Stocks: Too Early or Finally Interesting?

Why It's Not Time to Give Up on the Gold Trade

The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks

GE Vernova: AI's Thirst for Power Creates a New Class of Winner

Is 2026 the Year of Space Stocks? 2 Stocks to Watch

Super Micro's Plunge: An AI Deep Value Opportunity?

Copper Cools After Record January—But This ETF Is a Buy-the-Dip Opportunity

The Markets Daily