New Trade for August 12th, 2026

Eversource Energy (ES): This Utility Could Be Ready for Its Next Leg Higher Utilities haven't been one of the market's most exciting sectors in recent...

New Trade for August 17th, 2026

Samsara (IOT): AI-Powered Fleet Management Has a Long Runway for Growth Artificial intelligence is transforming far more than chatbots and data centers. We believe Samsara...

New Trade for August 11st, 2026

Jabil (JBL): AI Infrastructure Spending Could Fuel the Next Phase of Growth We continue to look for companies that benefit from the artificial intelligence boom...

Three AI Stocks Worth Watching After Recent Leverage-Driven Selling

The recent AI stock meltdown had nothing to do with fundamentals. It was margin-driven selling forced by specific events: South Korean investors facing massive...

Energy Hedge Strategies in a Tight Supply Market

The Strait of Hormuz is blocked. Jet fuel, diesel, and petroleum inventories are approaching crisis levels. Oil prices have spiked on geopolitical tensions that...