Meta Platforms, Inc. is the stock to watch as TikTok faces a potential ban, with Instagram Reels poised to benefit from TikTok's demise. Click for my META update...
Continue ReadingOracle is a key player in the cloud market with rapid AI infrastructure shift and multi-cloud partnerships. Click here to find out why I rate ORCL stock a Buy...
Continue ReadingI am raising cash by selling stocks with more potential for a negative year and selling covered calls on retained stocks. Read more to see my thoughts...
Continue ReadingFund carefully manages its mega-cap exposure to promote diversification, control risk and promote long-term consistency, making it difficult to keep pace when the index is up 30%...
Continue ReadingThe 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...
Continue ReadingMicrosoftâs 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 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...
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 ReadingA strong Dec. jobs report triggered a $1T market sell-off, highlighting investor fears of rising inflation. Read why I'm buying companies like NVDA, GOOG, and BTI...
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