Episode 215: 1 Small Cap Biotech (TWST) Stock...

We trimmed Palo Alto Networks (PANW) and CrowdStrike (CRWD).This episode covers the secular trend behind cybersecurity spending and why both names stay core to the thesis, just at a smaller position size.Every new wave of IT infrastructure adds nodes to the network: smartphones, ...  Show more

AppLovin (APP) runs a 77.7% operating margin, but its revenue growth is slowing, and that combination draws competition. We just took a position in Unity Software (U). This episode walks through the data behind it.Four companies are competing over mobile advertising and user acqu ...  Show more

How to trade and invest in the biotech space with ROTY Biotech Community's Jonathan Faison (0:35). Making money in biotech (5:40). Managing sector risk (9:20). Geron - a stock he never thought he'd own (17:10).Show Notes:Finding Winners In Biotech, Probably The Riskiest SectorSyn ...  Show more

In this episode we discuss 6 High-Quality, Undervalued Semiconductor Stocks (LINK HERE), A Starbucks Covered call I sold, and trivia from Visual Capitali ...

We dive into the unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company. Founded in 1987 by the then-56 year old Morris Chang, already a legend in the semiconductor industry by virtue of his meteoric rise ...  Show more

Investors are always looking for the next stock before the big runup — and this tiny AI company might fit the bill. With analysts projecting up to 300% upside, the company's pivot from data storage to AI innovation could mark a major turning point. MarketBeat's Thomas Hughes brea ...  Show more