Trading Tips Blog

Remember when everyone was obsessed with growth stocks and AI? Yeah, that party's winding down. Bill Smead—the guy who runs a value fund that's crushed 97% of its competition over 15 years—is basically saying "I told you so" right now, and honestly, he's earned it. Here's the deal: after years of watching tech stocks moon while value plays gathered dust, the rotation is finally happening. Energy, industrials, and small-cap stocks are having their comeback tour, and it's because investors are slowly ...
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Software stocks are getting slaughtered — and some of the smartest money on Wall Street thinks the selloff has gone way too far. The numbers are ugly. Salesforce is down 33% in 2026. Shopify still trades at 80 times trailing earnings despite getting hammered. ServiceNow's P/E ratio is north of 100. The entire iShares Expanded Tech-Software ETF has cratered nearly 19% this year. The fear? That AI tools have gotten so good they can replace the software products these companies sell. It's ...
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Broadcom just reminded everyone why the AI infrastructure buildout is the real deal — and it's only accelerating. The chip giant reported fiscal Q1 earnings Wednesday night that crushed estimates across the board. Revenue hit $19.3 billion, up 29% year-over-year. AI revenue alone? A staggering $8.4 billion — more than double what it pulled in during the same quarter last year. That 106% jump wasn't a surprise to CEO Hock Tan, who had projected the doubling back in December. He delivered. But ...
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The S&P 500 looks flat. The Nasdaq looks flat. If you glanced at the headlines, you'd think nothing was happening in the market. You'd be dead wrong. Beneath that sleepy surface, one of the most violent sector rotations in recent memory is ripping through portfolios. On one side: carnage. Atlassian, HubSpot, Intuit, AppLovin, Workday, Reddit, Salesforce, Adobe, ServiceNow, The Trade Desk — every single one is down more than 30% in 2026. We're barely into March. That's not a dip. That's a ...
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The bull market that started way back in late 2022 is still going strong—we're talking three years of gains that would make most investors pretty happy. But here's the thing: everyone's wondering if this party can actually keep going in 2026, or if we're about to hit a wall. Let's look at the scoreboard. The S&P 500 crushed it in 2025, up about 18% and hitting all-time highs. The Nasdaq? Even better—up 22.3%. Even the Dow got in on the action ...
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Remember when everyone and their cousin's dog was obsessed with AI stocks? Yeah, that party's winding down. And Bill Smead—the guy who's been quietly crushing it with his value fund (up 6.75% this year while growth stocks were having an existential crisis)—called this shift months ago. Now he's ready to tell you exactly where the smart money is moving. Here's the setup: The stock market is basically a teenager who just discovered their parents' credit card. Valuations are at all-time highs, ...
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Here's the thing nobody's talking about: the stock market isn't actually flat. It just *looks* flat because two completely different stories are canceling each other out. On one side, software stocks are getting absolutely demolished. Atlassian, HubSpot, Salesforce, Adobe, ServiceNow – we're talking 30%+ drops in just two months. These aren't corrections; they're full-on repricings. Meanwhile, on the other side, companies like SanDisk, Bloom Energy, and Vertiv are up 50% or more. The indexes stay flat. The market stays calm. But ...
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So here's a plot twist nobody saw coming: Leo KoGuan, who's basically Tesla's third-biggest individual cheerleader (after Elon's mom and that guy who named his dog "Cybertruck"), just dropped serious cash on Nvidia. We're talking 1 million shares, which at current prices is roughly the GDP of a small island nation. Now, before you start thinking Leo's having some kind of midlife crisis and abandoning his Tesla obsession, hold up. This isn't a breakup story – it's more like adding a ...
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