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Investment Ideas: Archive

Andrew Rocco

The Trump Tariff Playbook: Why the Bears Got it Wrong

Words talk, data screams. Thus far, Trump's tariffs have defied the skeptics and the talking heads. There is no recession on the horizon, inflation is in check, and tariff revenue is soaring.

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Andrew Rocco

MP Materials: A Domestic Rare Earth Monopoly

MP Materials enjoys a monopoly on domestic US rare earth mining and production. In addition to its stranglehold on the rare earth market, MP stands to benefit from significant bullish headwinds, including an investment from the US DoD, and a deal with Apple.

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Andrew Rocco

August: Time to Unplug from Markets?

While stocks continue to print fresh all-time highs, the 'sell the news' phenomenon, August post-election seasonality, and 'The Warren Buffett Indicator,' suggest that August may be a good time for active investors to take their foot off the gas pedal.

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Derek Lewis

PayPal and Visa Earnings: A Closer Look

Two well-known financial titans, PayPal and Visa, are headlining the reporting docket for the finance sector this week. But what can investors expect?

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Derek Lewis

Like Dividends? These 3 AI Stocks Pay Investors

Although all three stocks aren't high-yield, the bullish outlook for these companies' AI offerings can't be overlooked by income-focused investors seeking to join the AI frenzy.

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Shaun Pruitt

Is American Airlines Stock Too Cheap to Ignore After Beating Q2 Expectations?

American Airlines (AAL) stock was down as much as 10% in Thursday morning's trading session despite pleasantly exceeding Q2 top and bottom-line expectations.

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Andrew Rocco

Meta Platforms Q2 EPS Preview: AI Takes Center Stage

AI integrations are helping to drive user engagement and ad revenue for social media giant Meta Platforms. However, CEO Mark Zuckerberg must convince investors on the EPS call that the billions in AI CAPEX spending will bear fruit.

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Ethan Feller

3 Best Magnificent Seven Stocks to Buy Now (NVDA, META, MSFT)

While the Magnificent Seven remain market stalwarts, Nvidia, Microsoft and Meta Platforms stocks stand out as especially compelling right now

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Shaun Pruitt

Should Investors Buy Capital One Stock After Crushing Q2 EPS Expectations?

While Capital One wasn't able to raise its full-year guidance after crushing Q2 EPS expectations, reconfirming its outlook was still a meaningful sign that the acquisition of Discover Financial Services is paying off.

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Andrew Rocco

Tesla Q2 EPS: A Mixed Bag with Bright Spots in Energy & Robotaxi

Tesla outperformed basement-level expectations in Q2. However, the company will need to show evidence that its core EV business will stabilize, that it will scale its robotaxi business, and that its thriving energy business will continue to grow.

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Benjamin Rains

Buy GE Vernova and Soaring AI-Boosted Nuclear Energy Stocks?

GEV's Q2 cemented its standing as one of the biggest long-term winners in the AI-boosted energy boom across nuclear and beyond. Talen, Rolls-Royce, and other nuclear energy stocks are worth buying as well.

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Andrew Rocco

Low-Quality Momentum Stocks Soar: Are Markets too Frothy?

Signs of "irrational exuberance" are emerging in US stock markets as low-quality momentum stocks squeeze shorts and rampant short-term options trading proliferates.

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Derek Lewis

A Closer Look at the Top IPOs of 2025: CRCL, CRWV

The re-awakening of the IPO market is certainly notable, signaling renewed investor confidence and a meaningful shift in broader risk appetites.

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Derek Lewis

NVIDIA's Story Keeps Getting Brighter

Everybody wants their hands on NVIDIA's GPUs, with the AI favorite continuing to ink fresh deals and collaborate with many notable companies. Has the fun just started?

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Ethan Feller

GOOGL Earnings: The Cheapest of the Magnificent 7

Alphabet stock is undervalued and underappreciated heading into earnings

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Benjamin Rains

Best Stocks to Buy on the Dip: URI Stands Out Before Earnings

The market-crushing large-cap stock we explore today could be ready for a breakout after earnings, while also providing long-term investors diversification in the technology-heavy market.

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Shaun Pruitt

Will Alphabet's Stock Keep Rebounding as Q2 Earnings Approach?

Rebounding and soaring over +20% in the last three months, Alphabet stock is now virtually flat in 2025 with the tech giant's much-anticipated Q2 results approaching on Wednesday, July 23.

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Ethan Feller

The Ascent of Gold Stocks: Why Investors Can Buy Now

As the price of Gold approaches another record high numerous gold mining stock such as Agnico Eagle Mines, Aris Mining Corporation, Kinross Gold and AngloGold Ashanti PLC look especially attractive

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Andrew Rocco

Tesla at a Crossroads: What to Watch in Q2 Earnings

Tesla is at a crossroads as the company looks to diversify away from its legacy business into new businesses, such as the robotaxi business. Investors will gain valuable new insights when the company reports earnings on Wednesday evening.

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Shaun Pruitt

Buy, Hold, or Take Profits in Netflix Stock After Q2 Earnings?

Investors appear to be a bit underwhelmed by Netflix's (NFLX) Q2 report, despite the streaming king posting favorable quarterly results after market hours on Thursday.

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Shaun Pruitt

PNC & AIR are 2 Top Stocks to Watch After Earnings

In a busy week that included much-anticipated quarterly reports, these standouts among the finance and aerospace sectors shouldn't be overlooked.

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Benjamin Rains

Buy NextEra Stock Down 20% for Value, Dividends, and AI Growth

It's time for traders and long-term investors to buy beaten-down NextEra Energy stock down 20% as it rides multiple converging megatrends across energy and AI.

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Andrew Rocco

2025: Wall Street's Steep Ascent Up the Wall of Worry

It's been a turbulent year, but 2025 has once again proven Wall Street's ability to climb the proverbial "wall of worry." From the initial DeepSeek shock and the tariff scares, the market has demonstrated remarkable resilience.

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Ethan Feller

QBTS Breaks Out: QUBT and IONQ Stocks to Follow?

D-WAVE QUANTUM, IonQ and Quantum Computing Inc. offer some of the most exciting stock opportunities in the market today

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Shaun Pruitt

State Street Vs BlackRock: Which Finance Stock is the Better Buy After Q2 Earnings?

Able to exceed their Q2 earnings expectations on Tuesday, investors may be wondering which of these renowned asset managers is the better investment at the moment.

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