Evidence

One company that we've liked for the last couple of years and continue to talk about it at Chip Stock Investor is Lam Research... it's not just the manufacturing equipment that they sell, but also the ongoing services that they provide to their customers that have made them a

— Chip Stock Investor

A lot to still like with Lam Research here at this point... we're happy to continue holding.

— Chip Stock Investor

Applied materials, this is kind of the leader of the semi-equipment manufacturing companies... I think applied materials recently probably the best of the three. Uh, PO, never seen anything like it... 3-month rate of change, just hit the highest level ever. Same with the

— EarningsBeats

Perfect example of that is Palo Alto Networks. And there's a direct correlation to those three things... what they're able to do as a result of being a platform is they actually can go directly to customers themselves without relying on those, let's say, Salesforce augmenters...

— Chip Stock Investor

All these things combined point to a pretty solid picture for the company, which means that it's something that I'm going to be giving consideration to adding shares in my own portfolio.

— Brian Stoffel

I would not be surprised at all to see Rivian break to the upside... this thing looks like it's been under accumulation since January, maybe early February, and I think that has got a shot paying up those paying off those investors really well.

— Cestrian Capital Research

Recovering the daily 200 SMA. I mean, that's a huge reversal on Costco breaking through this trend line. off to the races over the 200, right? So, pretty impressive stuff for those consumer staples.

— Trade Brigade

Birkshshire 7% long-term compounding return on invested capital. Bum bum bum. All good... somebody doing 7 five 7% for the next 10 15 years would be very happy because as I said this party cannot go on forever.

— Value Investing with Sven Carlin, Ph.D.

PaloAlto Networks is the other pureplace cyber security company in Project Glasswing. Their strategy is convincing enterprises to consolidate their security spending onto a single platform... Cortex, their AI powered security operations platform, integrates directly with Mythos

— Ticker Symbol: YOU

Looking at the stock price, it's been battered down in recent months, and I'm bullish on SoFi long-term. So, I thought this would be a good candidate to enter a cash secured put.

— ProjectOption

Yet this company has extracted massive pricing power and margins are increasing. In the past trailing 12 months

— Joseph Carlson

I actually think that this is a relatively attractive price... the mode is definitely stable, if not widening around the company and is on track.

— Brian Stoffel

AD line recently went up, new high, moves up, comes down, tests that 20-day. We haven't seen as big of a bounce in DataDog as some of the others, but it it continues to trade above its 20-day. Relative strength good.

— EarningsBeats

Airbnb is one that I added to just because the yields, both the free cash flow yield and the potential shareholder yield moving forward that this captures.

— Brian Stoffel

I believe that Shopify is really on the cutting edge of agentic AI commerce and it's literally writing the languages that these programs are going to use to do shopping using AI and I believe especially because the company could have even better margins because of this that it

— Brian Stoffel