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You need a higher return than a bond is going to give you today to keep up with inflation and grow your savings. Alternative ETFs such as ZWU, VCNS, ZWB, ZWC, and PJAN are what's needed to protect your portfolio, rather than conventional bonds. 

These are what you need to generate the income you'll need for retirement, to get a real return on your investment, more than just protection of principal.

You need a higher return than a bond is going to give you today to keep up with inflation and grow your savings. Alternative ETFs such as ZWU, VCNS, ZWB, ZWC, and PJAN are what's needed to protect your portfolio, rather than conventional bonds. 

These are what you need to generate the income you'll need for retirement, to get a real return on your investment, more than just protection of principal.

You need a higher return than a bond is going to give you today to keep up with inflation and grow your savings. Alternative ETFs such as ZWU, VCNS, ZWB, ZWC, and PJAN are what's needed to protect your portfolio, rather than conventional bonds. 

These are what you need to generate the income you'll need for retirement, to get a real return on your investment, more than just protection of principal.

You need a higher return than a bond is going to give you today to keep up with inflation and grow your savings. Alternative ETFs such as ZWU, VCNS, ZWB, ZWC, and PJAN are what's needed to protect your portfolio, rather than conventional bonds. 

These are what you need to generate the income you'll need for retirement, to get a real return on your investment, more than just protection of principal.

You need a higher return than a bond is going to give you today to keep up with inflation and grow your savings. Alternative ETFs such as ZWU, VCNS, ZWB, ZWC, and PJAN are what's needed to protect your portfolio, rather than conventional bonds. 

These are what you need to generate the income you'll need for retirement, to get a real return on your investment, more than just protection of principal.

Making an intra-day high today, but remains off its 10-year multiple. It continues to be a great hold, a proven winner. If you believe in AI, you want Meta to spend on capex.

A large holding for him. TSI is cheap among the semis and there could be a deal with they building a semis plant in the Middle East, in partnership with Samsung. Nvidia always needs chips from TSM, another plus.

Their business has a highly cyclical component. Sure, it has AI exposure, but the PE is higher than NVDA's and lacks the latter's growth and technology.

They sold it and take profits, because they had accounting issues and could not file. When the fraud investigation was announced, shares were in the $80s and he expected it to bounce back. Instead, shares have fallen to $61. Sees no upside.

He trimmed it this morning, but remains a large holding. He needed to pare it back. Doesn't care that a hedge fund is shorting it. Shares are a little ahead of themselves.

Is second only to Meta in momentum among the Mag 7. Is primed to play catch up to the rest of the Mag 7 after underperforming them over the last 3-4 years.

The semis have had a brutal quarter, reaching a key point now. If they don't deliver earnings, the stocks can break down further. Don't sell now, but if they miss earnings, then sell.

Agriculture stocks are down 20% this year with no recovery in sight.

Unless you can point to slowing growth in their commercial business, PLTR is in the momentum sweet spot. They are pivoting from government contracts to commercial as they build AI. Entering the S&P helps, sure. It's returning to their Nov. 20221 high, and he targets $50.

He expects 33% free cash flow growth in the next 3 years. Are in the sweet spot for ad tech.