You hear it every year: “Don’t buy stocks in September.” It’s by far the most widely cited seasonal trend. Fortunately for the bulls, we see a constructive path. As you’ll see, one bearish sentiment signal says new highs are coming as soon as year-end. While September is off to a rocky start, don’t get spooked…. Read more »
The world changed on Sept. 11, 2001. For those who were there, and for those who lost someone who was, I take a moment to remember them. History lives through memory…never forget. In 1962, U.S. Naval researchers discovered something remarkable. When a nickel-titanium alloy called Nitinol bent out of shape and then heated, it snapped… Read more »
Fiber optics is a focal point of the AI trade. And the theme has been decimated…creating bargains. Here are 2 oversold optoelectronics stocks to buy now. Transmitting information electronically is becoming increasingly difficult. It’s power intensive. Rising speeds make copper impractical. Photonics and optoelectronics help solve this bottleneck through light. Computers speak electrons. Fiber speaks… Read more »
Cofounder Jason Bodner joins Market Insider to blow the lid off how Wall Street’s “Big Money” actually operates—and how retail investors can ride their coattails. What Money Flows Reveal Before It Hits the News | Jason Bodner Institutions make up a staggering 80% to 90% of all daily stock market volume. But by the time… Read more »
The Lever Archimedes said, “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.” He was describing physics. He was also accidentally describing the political calculus of September 2026. Oil is the lever. The Strait of Hormuz is the fulcrum. And the same mechanism creating… Read more »
NVIDIA’s crowd-stunning earnings highlight the massive AI opportunity ahead. WFE and Advanced Packaging stocks are prime beneficiaries. Today, we’ll cover 2 AI semiconductor stocks to own in 2027 and beyond. The reality is simple. As AI technology accelerates, chips become faster and more advanced. Wafer Fab Equipment (WFE) companies make this all possible. They are… Read more »
Co-founder Jason Bodner joins Nicole Petallides on Schwab Network to discuss seasonality and Market Rotation Ahead of Midterm Election. Expect a Choppy September, NVDA Set Stage for End of 2026 Rally “I would expect September to be a choppy month for stocks,” says Jason Bodner, on the macro set-up and fund flows into commodities suggesting… Read more »
In December 1947, physicists at Bell Labs invented the transistor. It changed everything. For decades prior, vacuum tubes powered every computing machine ever built. The hot, fragile, power-hungry glass tubes failed constantly and limited what was possible. The transistor replaced it all, and not gradually. Computing itself suddenly changed. This wasn’t an improvement on the… Read more »
The memory and storage ramp isn’t slowing anytime soon. NVIDIA’s blowout earnings reinforce how the AI boom is accelerating. It is imperative that investors own critical infrastructure leaders. Today, we’ll unpack 2 AI memory stocks with huge upside potential. Last night, guidance from NVIDIA shocked everyone. Q3 revenues are slated to reach a staggering $108B… Read more »
Broadening stock market leadership has been one of our favorite themes this year. As AI stocks chop around, Health Care names are shining. We see that theme lasting. Said simple, Health Care stocks recent outperformance will last through 2027. Let’s unpack why. Health Care keeps making fresh all-time highs even as bubble fears and sticky… Read more »