All Episodes

2026Q3 Credo Technology Group Holding Ltd. (CRDO)

2026Q1 Cloudflare Inc. (NET)

2026Q1 IONQ, Inc. (IONQ

260509 Daily Portfolio News (72 Hours)

2026Q1 Rocket Lab USA, Inc. (RKLB)

2026Q3 IREN Limted (IREN)

2026Q1 Upstart Holdings, Inc. (UPST)

2026Q1 Energy Fuels Inc. (UUUU)

2026Q1 Albemarle Corporation (ALB)

2026Q1 Tempus AI (TEM)

260507 Global Economic Policy Changes to DeCouple from the US

2026Q1 Eli Lilly and Company (LLY)

2026Q1 Cameco Corporation (CCJ)

2026Q1 DigitalOcean Holdings Inc. (DOCN)

2026Q1 Texas Instruments Incorporated (TXN)

2026Q1 Palantir Technologies Inc. (PLTR)

260505 Daily Portfoli o News (48 Hours)

2026Q1 Berkshire Hathaway Inc. (BRK.A / BRK.B)

2026Q2 Teradyne Inc. (TER)

2026Q2 Lumentum Holdings Inc. (LITE)

2026Q2 Coherent Corp (COHR)

2026Q1 CBOE Global Markets, Inc. (CBOE)

2026Q3 Western Digital Corporation (WDC)

2026Q1 Meta Platforms Inc. (META)

2026Q1 Corning Incorporated (GLW)

260502 Daily Portfolio News (48 hours)

2626Q2 Apple Inc. (AAPL)

2026Q2 QUALCOMM Incorporated (QCOM)

2026Q1 Amazon.com Inc. (AMZN)

2026Q3 Microsoft Corporation (MSFT)

2026Q1 Alphabet Inc. (GOOGL)

2026Q1 SLB N.V. (SLB)

2026Q2 Visa Inc. (V)

2026Q1 Enphase Energy Inc. (ENPH) Report

2026Q1 Bloom Energy Corporation (BE)

2026Q1 International Business Machines Corporation (IBM)

2026Q1 CME Group Inc. (CME)

2026Q2 J.B. Hunt Transport Services Inc. (JBHT)

Strategic Asset Allocation During the 2026-2028 Stagflationary Cycle

260427 Daily Portfolio News (last 48 hours)

2026Q1 Halliburton Company (NYSE: HAL)

2026Q1 Baker Hughs Company (BKR)

2026Q1 Intel Corporation (INTC)

2026Q1 Newmont Corporation (NEM)

2026Q1 Tesla Inc. (TSLA)

2026Q1 Medpace Holdings Inc. (MEDP)

2026Q1 EQT Corporation (EQT)

2026Q1 GE Vernova Inc. (GEV)

2026Q1 The RTX Corporation (RTX)

2026Q1 Intuitive Surgical Inc. (ISRG)

26Q1 Taiwan Semiconductor Manufacturing Ltd (TSM)

260417 z Daily Portfolio News (last 48 hours)

260415 Daily Portfolio News (2 day catch up)

2026Q1 ASML Holding N.V. (ASML)

2026Q4 Ondas Holdings Inc. (ONDS)

2026Q3 Aehr Test Systems (AEHR)

260402 Daily Portfolio News

2025Q4 DigitalOcean Holdings Inc. (DOCN)

260330 Daily Portfolio News

2025Q4 Suncor Energy Inc. (SU) Report

2025Q4 Taiwan Semiconductor Manufacturing Company (TSM)

2026Q1 Symbotic Inc. (SYM)

2025Q4 Occidental Petroleum Corporation (OXY)

260328 Daily Portfolio News

2025Q4 3M Company (MMM)

2025Q4 PBF Energy Inc. (PBF)

2025Q4 Sunoco LP (SUN)

2026Q3 AeroVironment Inc. (AVAV)

2025Q4 Baker Hughes Company (BRK)

2026Q2 Microsoft Corporation (MSFT)

2025Q4 SLB N.V. (SLB)

2025Q4 Red Cat Holdings Inc. (RCAT)

2025Q4 Halliburton Company (HAL)

2026Q4 Snowflake Inc. (SNOW)

260324 Daily Portfolio Review

2025Q4 Meta Platforms Inc. (META)

2025Q4 Oklo Inc. (OKLO)

2026Q2 Micron Technology Inc. (MU)

2026Q2 Costco Wholesale Corporation (COST)

2025Q4 Intuitive Surgical, Inc. (ISRG)

2026Q4 Dell Technologies, Inc. (DELL)

2026Q1 Broadcom Inc. (AVGO)

2026Q4 Marvell Technology, Inc. (MRVL)

2025Q4 Dow Inc. (DOW)

2026Q3 Oracle Corporation (ORCL)

2026Q4 Crowdstrike Holdings, Inc. (CRWD)

2025Q4 International Paper (IP)

2025Q4 Rigetti Computing, Inc. (RGTI)

2025Q4 Enphase Energy Inc. (ENPH)

2025Q4 Cloudflare, Inc. (NET)

2025Q4 International Business Machines Corporation (IBM)

2025Q4 CoreWeave Inc. (CRWV)

2025Q4 AST SpaceMobile Inc (ASTS)

2026Q3 Medtronic PLC (MDT)

2025Q4 CME Group (CME)

2025Q4 D-Wave Quantum Inc. (QBTS)

2026Q2 Intuit Inc (INTU)

2025Q4 Energy Fuels, Inc. (UUUU)

2026Q2 IREN Limited (IREN)

2025Q4 Rocket Lab Corporation (RKLB)

2025Q4 Block, Inc. (XYZ)

2026Q4 NVIDIA Corporation (NVDA)

2025Q4 IONQ, Inc. (IONQ)

2025Q4 MercadoLibre, Inc. (MELI)

2026Q1 Intel Corporation (INTC)

2025Q4 Kratos Defense & Security Solutions (KTOS)

2025Q4 Tempus AI, Inc. (TEM)

2025Q4 Constellation Energy Corporation (CEG)

2025Q4 BWX Technologies, Inc. (BWXT)

2025Q4 ASML Holding N.V. (ASML)

2025Q4 Pfizer Inc. (PFE)

2025Q4 AbbVie Inc. (ABBV)

2025Q4 GE Vernova, Inc. (GEV)

2025Q4 Abbott Laboratories (ABT)

2025Q4 Colgate-Palmolive Company (CL)

2026Q1 Fluor Corporation (FLR)

2026Q2 Palo Alto Networks Inc. (PANW)

2025Q4 Newmont Corporation (NEM)

2025Q4 eBay Inc. (EBAY)

2025Q4 RTX Corporation (RTX)

2025Q4 Teradyne Inc. (TER)

2025Q4 EQT Corporation (EQT)

2026Q2 Procter and Gamble Company (PG)

2026Q3 Toyota Motor Corporation (TM)

2026Q2 Sandisk Corporation (SNDK)

2025Q4 Paypal Holdings Inc. (PYPL)

2025Q4 Applied Materials (AMAT)

2026Q2 Western Digital Corporation (WDC)

2026Q2 Cisco Systems Inc. (CSCO)

2025Q4 Boston Scientific Corporation (BSX)

2025Q4 Shopify Inc. (SHOP)

2025Q4 Palantir Technologies Inc. (PLTR)

2025Q4 Cameco Corporation (CCJ)

2025Q4 Mastercard Incorporated (MA)

2025Q4 Freeport-McMoRan Inc. (FCX)

2026Q2 AEHR Test Systems (AEHR)

2026Q1 Apple Inc. (AAPL)

2025Q4 Amazon.com Inc. (AMZN)

2025Q4 Alphabet Inc. (GOOGL)

2025Q4 Advanced Micro Devices, Inc. (AMD)

2025Q4 Medpace Holdings, Inc. (MEDP)

2025Q4 Unity Software Inc. (U)

2025Q4 Stryker Corporation (SYK)

2025Q4 Corning Incorporated (GLW)

2025Q4 Eli Lily and Lilly and Company (LLY)

2025Q4 Bristol-Myers Squibb Company (BMY)

2025Q4 Crispr Theraputics AG (CRSP)

2025Q4 Albemarle Corporation (ALB)

2025Q4 Bloom Energy Corp (BE)