Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $128,09 06 sept 2026Actuel $127,09 08 sept 2026Résultat −$1,00vs. indice −0,2% SPY −0,5% sur la même période
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…e debasement investments used to be gold, but with the price surging 145% over the last two years. There might still be some upside on dollar weakness, but it is going to be much more ups and downs than gold investors usually see. Instead, I like the gold miners here like Numan Ticker NEM, which is up 71% over the last year, even as gold is flatlined. The miners here can use their operational leverage to boost sales into higher earnings and produce real cash flow from the business. I also like infrastructure stocks, companies owning real assets, especially those tied to the energy marke…
I like the gold miners here like Numan Ticker NEM, which is up 71% over the last year, even as gold is flatlined.
Contexte extrait par IA Instead, I like the gold miners here like Numan Ticker NEM, which is up 71% over the last year, even as gold is flatlined.
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Entrée $31,40 06 sept 2026Actuel $31,98 08 sept 2026Résultat +$0,58vs. indice +2,4% SPY −0,5% sur la même période
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…the gold miners here like Numan Ticker NEM, which is up 71% over the last year, even as gold is flatlined. The miners here can use their operational leverage to boost sales into higher earnings and produce real cash flow from the business. I also like infrastructure stocks, companies owning real assets, especially those tied to the energy markets like Kinder Morgan, ticker KMI. The pipeline company collects fees on its network of distribution, paying a 3.7% dividend. And since oil is priced in dollars, a barrel of oil rises in price as the value of the dollar weakens increasingly. The favorite debasement play tho…
I also like infrastructure stocks, companies owning real assets, especially those tied to the energy markets like Kinder Morgan, ticker KMI.
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Entrée $79 821,70 06 sept 2026Actuel $78 606,00 09 sept 2026Résultat −$1 215,70vs. indice — BTC est l'indice de référence — il n'y a pas d'excédent à mesurer
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Contexte de la transcription source
… like Kinder Morgan, ticker KMI. The pipeline company collects fees on its network of distribution, paying a 3.7% dividend. And since oil is priced in dollars, a barrel of oil rises in price as the value of the dollar weakens increasingly. The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month. All you out there in the nation know I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH up $393,000 in profit s…
The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month.
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Entrée $2 480,00 06 sept 2026Actuel $2 500,67 09 sept 2026Résultat +$20,67vs. indice +2,4% BTC −1,5% sur la même période
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Contexte de la transcription source
… like Kinder Morgan, ticker KMI. The pipeline company collects fees on its network of distribution, paying a 3.7% dividend. And since oil is priced in dollars, a barrel of oil rises in price as the value of the dollar weakens increasingly. The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month. All you out there in the nation know I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH up $393,000 in profit s…
The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month.
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Entrée $144,65 06 sept 2026Actuel $148,78 08 sept 2026Résultat +$4,13vs. indice +3,4% SPY −0,5% sur la même période
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…h great risk comes great opportunity. If management can surprise confirm forecasts for growth, then the stock could jump higher, but the worst probably isn't priced in yet. You just need to ask yourself on this one, do you want to risk it? Avironment ticker AVA is one I haven't talked about much, but I do like this going into Wednesday's earnings report as well as longer term. The drone and autonomous tech company reported strong momentum and contracts through its fourth quarter, but is only expected to post 1% sales growth for the most recent quarter, which should be an extremely easy bar to clear. Folks, we ar…
Avironment ticker AVA is one I haven't talked about much, but I do like this going into Wednesday's earnings report as well as longer term.
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Entrée $144,65 06 sept 2026Actuel $148,78 08 sept 2026Résultat +$4,13vs. indice +3,4% SPY −0,5% sur la même période
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…operating deep in the red on an operational and free cash flow basis with just $377 million in balance sheet cash. that doesn't cover its capex needs. So, debt and dilution is coming. And that's will hit the shares when it's announced, but I'd be picking up some before the earnings as well as on any drops on this one. Adobe ticker ADBE is going to be another very high-risisk stock when it reports earnings on Thursday. Their shares are still down 22% over the year, even after climbing back 40% from the June low. The fear here is that AI is going to start…
I'd be picking up some before the earnings as well as on any drops on this one.
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Entrée $266,51 06 sept 2026Actuel $257,26 08 sept 2026Résultat +$9,25vs. indice +4,0% SPY −0,5% sur la même période
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…of almost 7% last quarter. The problem here is as a user of Adobe, but also seeing what AI can do. I think the company sees a serious threat to its growth and we will continue to see these short-term pops higher if management can surprise. But long-term you need to be very careful with this stock or just avoid it altogether. Updating some of the biggest names in our portfolio. Shares of Alibaba ticker BABA are down from the recent peak of $132 each, but still up 12% from July. And I continue to think this one surprises on revenue over the next couple of quarte…
But long-term you need to be very careful with this stock or just avoid it altogether.
Contexte extrait par IA The problem here is as a user of Adobe, but also seeing what AI can do. I think the company sees a serious threat to its growth and we will continue to see these short-term pops higher if management can surprise. But long-term you need to be very careful with this stock or just avoid it altogether.
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Entrée $113,24 06 sept 2026Actuel $112,66 08 sept 2026Résultat −$0,58vs. indice +0,0% SPY −0,5% sur la même période
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Contexte de la transcription source
…t long-term you need to be very careful with this stock or just avoid it altogether. Updating some of the biggest names in our portfolio. Shares of Alibaba ticker BABA are down from the recent peak of $132 each, but still up 12% from July. And I continue to think this one surprises on revenue over the next couple of quarters. Next earnings aren't until late November. And with expected sales growth of 9%, which is where the company has reported recently, it's missed on earnings expectations over the past year, spending more heavily than expected on its AI buildo…
And I continue to think this one surprises on revenue over the next couple of quarters.
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Entrée $333,26 06 sept 2026Actuel $335,10 09 sept 2026Résultat +$1,84vs. indice +1,1% SPY −0,5% sur la même période
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…nth run with these stocks up from seven to 37% rebounding from that AI software fierce. Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again. Nation, you've heard me say this I don't know how many times. Cyber security is my favorite long-term growth theme. We know AI is becoming a massive threat being used by hackers and of agents growing rogue. The sales growth to these compan…
Palo Alto up 119% since when we started buying again.
Contexte extrait par IA Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.
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Entrée $169,80 06 sept 2026Actuel $161,94 08 sept 2026Résultat −$7,86vs. indice −4,1% SPY −0,5% sur la même période
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… despite both booking strong growth and confirming forecasts for coming quarters. Now, a lot of last week with just profit taking after a strong threemonth run with these stocks up from seven to 37% rebounding from that AI software fierce. Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again. Nation, you've heard me say this I don't know how many times. Cyber security is my favorite long-term growth theme. We know AI is becoming a massive threat being used by hackers and of agents growing rogue. The sales growth to these compan…
Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.
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Entrée $156,29 06 sept 2026Actuel $157,47 08 sept 2026Résultat +$1,18vs. indice +1,3% SPY −0,5% sur la même période
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Contexte de la transcription source
… despite both booking strong growth and confirming forecasts for coming quarters. Now, a lot of last week with just profit taking after a strong threemonth run with these stocks up from seven to 37% rebounding from that AI software fierce. Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again. Nation, you've heard me say this I don't know how many times. Cyber security is my favorite long-term growth theme. We know AI is becoming a massive threat being used by hackers and of agents growing rogue. The sales growth to these compan…
Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.
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Entrée $213,10 06 sept 2026Actuel $210,02 08 sept 2026Résultat −$3,08vs. indice −0,9% SPY −0,5% sur la même période
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Contexte de la transcription source
… despite both booking strong growth and confirming forecasts for coming quarters. Now, a lot of last week with just profit taking after a strong threemonth run with these stocks up from seven to 37% rebounding from that AI software fierce. Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again. Nation, you've heard me say this I don't know how many times. Cyber security is my favorite long-term growth theme. We know AI is becoming a massive threat being used by hackers and of agents growing rogue. The sales growth to these compan…
Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.
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Entrée $170,60 06 sept 2026Actuel $167,60 08 sept 2026Résultat −$3,00vs. indice −1,2% SPY −0,5% sur la même période
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Contexte de la transcription source
… despite both booking strong growth and confirming forecasts for coming quarters. Now, a lot of last week with just profit taking after a strong threemonth run with these stocks up from seven to 37% rebounding from that AI software fierce. Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again. Nation, you've heard me say this I don't know how many times. Cyber security is my favorite long-term growth theme. We know AI is becoming a massive threat being used by hackers and of agents growing rogue. The sales growth to these compan…
Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.
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Entrée $42,94 06 sept 2026Actuel $43,30 08 sept 2026Résultat +$0,36vs. indice +1,4% SPY −0,5% sur la même période
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Contexte de la transcription source
…earnings showed 22% revenue growth and a backlog of orders that that locks in that growth. Their shares are still up 66% from when we started buying, though I understand that some of you might have bought in at that peak earlier this year. Now, I'm going to continue to hold here and think the partnerships with Walmart and SoftBank make this the stock to buy for that robotics and and the AI shift in logistics. But you have to understand this is a three-year story, not a three-month trade. If you are ready to give it the time to grow into that idea, then this will run higher long term, but it's going to be volatile over shorter periods. If you're…
Now, I'm going to continue to hold here and think the partnerships with Walmart and SoftBank make this the stock to buy for that robotics and and the AI shift in logistics.
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Entrée $18,52 06 sept 2026Actuel $18,72 08 sept 2026Résultat +$0,20vs. indice +1,6% SPY −0,5% sur la même période
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…f oil rises in price as the value of the dollar weakens increasingly. The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month. All you out there in the nation know I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH up $393,000 in profit so far on a $1.8 million investment in this theme. Besides those debasement trade stocks, we've also got a big week for earnings and a few stocks I'm watching here. First up, Academy Sports and Outdoors, ticker ASO, c…
I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH
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Entrée $2 480,00 06 sept 2026Actuel $2 500,67 09 sept 2026Résultat +$20,67vs. indice +2,4% BTC −1,5% sur la même période
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Contexte de la transcription source
…f oil rises in price as the value of the dollar weakens increasingly. The favorite debasement play though is in cryptocurrency, either Bitcoin or Ethereum, which are up as much as 32% in the last month. All you out there in the nation know I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH up $393,000 in profit so far on a $1.8 million investment in this theme. Besides those debasement trade stocks, we've also got a big week for earnings and a few stocks I'm watching here. First up, Academy Sports and Outdoors, ticker ASO, c…
I like Ethereum also on the massive trend of tokenization coming and have been buying both the iShares Ethereum Trust ticker ETHA and the Grayscale Ethereum mini trust ticker ETH
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