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The fund outperformed the benchmark for the last quarter of 2024 primarily due to strong stock selection results, with selection in the United States notably positive. Read more here...
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Microsoftâs diversified business model ensures strong execution and growth. See why MSFT stock is a great buy, even with high CAPEX and AI competition risks...
Continue ReadingMorgan Stanley CIO survey says Agentic AI is underappreciated. Wholesale inflation comes cool, but markets are wary. Meta to fire 5% of 'underperformers.'"...
Continue ReadingMeta's valuation is less attractive relative to peers, which offer more growth opportunities and lower risks. Click here to find out why I am neutral on META...
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Seeking Alpha contributors highlight 2025 investment picks. See why this article challenges you to avoid certain investments that may underperform...
Continue ReadingAs a result of stock selection and allocation decisions, the fund underperformed its benchmark as seven out of 11 equity sectors detracted. Read more here...
Continue ReadingTesla, Inc. plans to launch a $25K EV in 2025, expand energy production, and diversify revenue streams, but faces vulnerability. Click for my TSLA stock update...
Continue ReadingSMH's top holdings like Nvidia, Broadcom, and TSMC are well-positioned to partake in the next growth phase. Read why I maintain my buy rating for the fund...
Continue ReadingAggressive innovation and substantial AI data center investments reflect Microsoft's commitment to leading in AI. Read why I remain very bullish on MSFT stock...
Continue ReadingThe ProShares UltraPro QQQ ETF's underlying portfolio is trading at a nosebleed valuation, while the fund itself is levered to an extreme degree. Read more here...
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