All Episodes

2026Q1 Baxter International Inc (BAX)

2026Q1 Fiserv Inc (FISV)

2026Q2 Rockwell Automation Inc (ROK)

260615 AEHR Test Sytesms Interim Update

2026Q3 KLA Corporation (KLAC)

2026Q1 CoreWeave Inc. (CRWV)

2026Q2 Broadcom Inc. (AVGO)

2027Q1 Dell Technologies, Inc. (DELL)

2026Q1 Stryker Corporation (SYK)

2026Q3 Seagate Technology Holdings plc (STX)

2026Q3 Zscaler, Inc. (ZS)

2026Q3 Palo Alto Networks Inc. (PANW)

2027Q1 Marvell Technology Inc. (MRVL) (en Español)

2026Q1 Constellation Energy Corporation (CEG) Report

2027Q1 Snowflake, Inc. (SNOW)

260531 Daily Portfolio News (72 hours)

2027Q1 Marvell Technology Inc. (MRVL)

2026Q2 Applied Materials Inc. (AMAT)

2026Q1 Enphase (ENPH) Updated Report

260523 Daily Portfolio News (72 hours)

2027Q1 NVIDIA Corporation (NVDA)

2026Q1 eBay, Inc. (EBAY)

2026Q3 Cisco Systems Inc. (CSCO)

260519 Daily Portfolio News (72 hours)

260516 Daily Portfolio News (last 72 hours)

2626Q1 BWX Technologies, Inc. (BWXT)

260515 Impact Review of the Tariffs and Trade Wars of the Trump Administration

2026Q3 AeroVironment, Inc. (AVAV)

2026Q1 Oklo, Inc. (OKLO)

2026Q1 AST SpaceMobile Inc. (ASTS)

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)