Seeking catalyst driven opportunity
Key Points Billionaire investor Stanley Druckenmiller has reportedly never seen red. The George Soros protégé ran his own fund, Duquesne Capital, for three decades, from 1981 to 2010, with no down years, and reportedly generating average annual returns of 30%, which is unheard of. Missed …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 19) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$68,411.90, up by …
Key Points For now, institutional ownership of SpaceX is concentrated in early investors rather than ETF operators. SpaceX will eventually become a key holding across the world’s largest ETFs. Don’t be surprised if some key early SpaceX investors decide to hold their shares even after …
The corporate earnings foundation remains exceptionally strong. S&P 500 profit growth has now posted 12 consecutive positive quarters, with momentum accelerating and expanding well beyond its initial Big Tech core. This sets a powerful backdrop as we finalize the Q2 earnings season—with just 32 S&P …
Targa Resources Corp. TRGP has added a 20-year commercial commitment that could extend growth across its Permian gathering, processing and downstream systems. The agreements with Exxon Mobil Corporation XOM reach through 2046 and support new infrastructure tied to future basin development. The opportunity is long-dated, but …
Key Points Broadcom’s custom chip opportunity looks enormous. AMD is about to see growth accelerate as the inference and agentic AI trends heat up. SK Hynix is set to benefit from the memory supercycle lasting longer than most typical memory cycles. 10 stocks we like …
Key Points Microsoft (NASDAQ: MSFT) has had an interesting 2026. It started off the year on a poor note, dropping after it reported results for its fiscal 2026 second quarter (which ended Dec. 31). After further ups and downs through the year, it took the …
Key Points SpaceX’s purchase of Cursor marks its arrival as a serious contender in the software development arena. Grok 4.6 is the first xAI model to rank alongside the best from OpenAI and Anthropic on key benchmarks. SpaceX’s cost advantage comes from owning its computing …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (August 17) as of 10:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,260.59, up by …
Key Points Netflix’s business hasn’t fallen nearly as much as its stock. Investors want proof that Netflix can keep growing at high rates. Advertising could be the defining factor. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) has become one of the …