Why Your Portfolio Needs More Donuts and Less AI (Seriously)

Look, I get it. Everyone's obsessed with AI stocks right now. But while you're busy chasing the next ChatGPT wannabe, some of the smartest money is betting on something completely different: companies that remind us what it's like to be human. Think about it. When AI can write your emails, design your presentations, and probably do your taxes better than you can, what's left? The stuff that makes us feel alive. The experiences that no algorithm can replicate. Enter what I like ...
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Wall Street’s Secret Sauce: Why Two Simple Numbers Are Making Bulls Giddy

Remember when your friend bragged about their fantasy football team's "advanced metrics"? Well, Wall Street has its own version of that, except instead of predicting touchdowns, they're trying to figure out if stocks will keep going up. And right now, Morgan Stanley's Michael Wilson is basically doing a victory dance over two numbers that have him more excited than a kid on Christmas morning. Here's the deal: We're wrapping up earnings season (that quarterly ritual where companies tell us how much ...
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Why Michael Burry’s Tech Short Is Missing the Point (And Why You Shouldn’t Panic)

So Michael Burry decided to short Nvidia and Palantir, and suddenly everyone's acting like the sky is falling. You know, the same Michael Burry who called the 2008 housing crash and then... well, let's just say his track record since then has been about as consistent as my gym attendance. Here's the thing: Burry made one legendary call 17 years ago, and now every time he sneezes, the market catches a cold. But let's talk about his recent hits, shall we? ...
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When Bitcoin Miners Discover AI: IREN’s Wild 573% Ride to the Top

Remember when your crypto-mining buddy kept insisting Bitcoin was going to the moon? Well, turns out they were half right – except the rocket ship was actually headed to AI land, not crypto paradise. Meet IREN Limited (NASDAQ: IREN), the Australian Bitcoin miner that just pulled off one of the most impressive pivots since Netflix ditched DVDs. Their stock is up a jaw-dropping 573% this year, and honestly? It's not because they got really, really good at mining Bitcoin. The $9.7 Billion ...
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Wall Street’s Earnings Season Just Dropped Two Clues That Bulls Should Be Celebrating

Look, I know earnings season can feel like watching paint dry, but Morgan Stanley's Michael Wilson just spotted something that should make stock bulls do a little happy dance. While everyone's been obsessing over whether Big Tech can justify their sky-high valuations, Wilson's been quietly crunching numbers on the broader market – and what he found is pretty encouraging. Here's the deal: Two specific metrics from this earnings season are basically screaming "the party's not over yet" for stocks heading into ...
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Big Tech Earnings: Why Google Crushed It While Microsoft Just… Didn’t

Last week was like Christmas morning for tech nerds – five of the "Magnificent Seven" tech giants dropped their earnings reports, and boy, did we get some surprises under the tree. Here's the scorecard that had Wall Street doing double-takes: Google (Alphabet) came out swinging with a 35% earnings jump and 16% revenue boost. Translation? They absolutely demolished expectations like they were playing earnings on easy mode. Amazon wasn't messing around either – 36% earnings growth and 13% more revenue than last year ...
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Wall Street’s Earnings Season Just Dropped Some Pretty Sweet Numbers (And Morgan Stanley is Here for It)

So here's the thing about earnings season – it's like getting your report card, except instead of disappointing your parents, you're disappointing shareholders. But this quarter? The kids are actually doing alright. Morgan Stanley's Michael Wilson – who's basically the cool teacher who actually knows what's going on – just dropped some analysis that has everyone feeling pretty good about where stocks are headed in 2026. And honestly, the numbers are kind of impressive. The Two Stats That Matter Wilson's team is geeking ...
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Your Blue-Chip Stocks Just Got a Report Card (And Some Failed Spectacularly)

Remember when your mom would check your report card and you'd nervously explain why you got a C+ in math? Well, Wall Street just did the same thing to 121 blue-chip stocks, and let me tell you – some of these "smart money" darlings are getting sent to summer school. Louis Navellier, the guy who's been picking stocks longer than most of us have been alive, just dropped his latest Stock Grader rankings. Think of it as Yelp reviews for companies, ...
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