Good Day —Lone Pine LLC got worked for -28% last month thanks to their collection of high beta gambits, positions in VST, ASML, CRS, LPLA, APP, TLN, TER, CVNA, and GLW — just to name a few. To pair their gas they went ahead and hedged it by way of SHORTING SAAS stocks! After all,...Read More

Some stocks I sell after earnings, some I buy, others I do nothing and hold. Out of all of the stocks in the market — AMD is one of my favorites long term. They are King Slayers and the only company who can compete with both INTC and NVDA. This used to be our largest...Read More