All Episodes

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)