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Investment Ideas: Archive

Derek Lewis

ELF vs. EL: Which Has a Prettier Outlook?

Both e.l.f. Beauty and Estee Lauder are on the reporting docket this week. With a big performance disparity between the two, which has a better looking outlook moving forward?

ELNegative Net Change ELFNegative Net Change

Shaun Pruitt

Alphabet Vs Amazon Stock: Which is the Better Big Tech Investment as Q4 Results Approach?

Alphabet and Amazon's cloud services will be closely monitored and hopefully echo further AI-driven growth amid reemerging CapEx concerns among the Mag 7.

AMZNNegative Net Change GOOGLNegative Net Change NVDANegative Net Change METANegative Net Change

Andrew Rocco

How & Why SpaceX is Moving the AI Data Center Race to Space

Elon Musk's broad business empire is reaching a critical tipping point. The recently combined SpaceX/xAI entity will make the countless synergies that much more powerful.

AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change MCHPNegative Net Change SATSNegative Net Change TSLAPositive Net Change VSATPositive Net Change GOGONegative Net Change GOOGLNegative Net Change RKLBPositive Net Change

Ethan Feller

Gold Crash: Time to Start Buying Mining Stocks?

Gold and associated precious metals stocks crashed last week, but it looks more like a reset of the trend than a top

AUPositive Net Change GFIPositive Net Change NGDPositive Net Change

Derek Lewis

Palantir Earnings: Another Blowout Quarter

Palantir again continued to fire on all cylinders throughout its latest period, with overall sales of $1.4 billion flying 70% year-over-year.

PLTRPositive Net Change

Bryan Hayes

Aviation Leader Harnesses Aerospace Tailwinds as Stock Surges 170%

A specialized player in aviation leasing and aerospace products, this stock has emerged as a standout performer.

FTAIPositive Net Change

Shaun Pruitt

Will the Rally in AMD Stock Continue as Q4 Results Approach?

AMD's stock has had an explosive start to 2026, spiking over +15% as it gains share in the AI chip market.

AMDNegative Net Change NVDANegative Net Change

Andrew Rocco

Wrong Again: 'Experts' Keep Missing the Mark on Inflation

The disconnect between academic theory and market reality has never been wider. While mainstream economists warn of tariff-induced inflation and sticky prices, this does not illustrate reality.

BLKNegative Net Change GLDPositive Net Change SLVPositive Net Change ARKKNegative Net Change IBITNegative Net Change

Andrew Rocco

Natural Gas Falls On Warmer Outlook: Should You Buy the Dip?

While natural gas remains notorious for its short-term volatility and sensitivity to weather, the fundamentals are shifting toward a long-term bullish outlook.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change UNGPositive Net Change

Andrew Rocco

Greenspan 2.0: Why Kevin Warsh is NOT a Monetary Hawk

Wall Street misunderstands new Fed Chair Kevin Warsh as a 'hawk'. While Warsh will almost certainly rein in years of QE, he will be open to interest rate cuts, especially with the coming AI-driven productivity boom.

BLKNegative Net Change GLDPositive Net Change SLVPositive Net Change