Long Term Portfolio Discussion

Preparing for 3rd Quarter 2025 Earnings Season 9/27/25

Super Sector Chart Analysis 9/21/25

Review: Long Term or Intermediate Term Entry after A Bottom Commences 9/14/25

How to Protect Against Risk Factors from China 9/7/25

China's Deflating Economy--Impact on the U.S. 8/31/25

Student Mentoring Session Request: THRM Analysis 8/24/25

Continuing AI and adding Robots and Robotics 8/17/25

Mega AI Data Centers 8/10/25

America's AI Action Plan 8/1/2025

Healthcare IT 7/27/25

Too Hot, Too Cold, Just Right: News about LCID, UBER and Nuro 7/20/25

Biotechnology 2025: Rapid Advances 7/12/25

The New Global Stock Market 6/29/25

Choosing ETFs in Cyber Security 6/22/25

Cyber Security Companies for Long Term Investing 6/15/25

BAH: Tech Companies and Government Contracts 6/8/25

How We Get Out of This Current "New Normal" 6/1/25

Analysis of NVDA Long Term, Fundamental Indicators 5/25/25

Basel III and the XRP Ledger 5/18/25

Supply Chains 5/11/25

Amazon Seizing the Moment 5/4/25

Long Term Investments IPOs 4/27/25

Market Holiday 4/18/25

Long-term Analysis of Garmin (GRMN) 4/13/25

Health Technology Industries 4/6/25

Analysis of Risk of Intermediate Term Correction 3/30/25

LUNR IPO Analysis 3/23/25

Student Request for IPO Analysis: SARO 3/16/25

IPOs 3/9/25

Update on the 11 Sectors: Downside Risk 3/2/25

Electric Vehicle Industry Forecast 2/23/25

Vertical Rotational Diversification in 2025: Small Cap to Large Cap 2/16/25

Investing and Trading Opportunities in Oil and Gas Corporations 2/9/25

The Number One Concern of Industries and Corporations for 2025 2/2/25

Preparing for the Challenges of Global Tariffs and Trade Wars 1/26/25

Quantum Computing Update Student Request 1/19/25

Robots and Robotics in 2025 1/12/25

PHASE 2 of AI Starts in 2025 1/5/25

Overextended Industries Heading into 2025 | 12/29/24

Preparing for Investing in 2025 | 12/22/24

Stock Investing Risk Factors of Potential Tariffs 12/15/24

Crypto Speculation 12/8/24

History of Long-term Market Sentiment 11/24/24

Corporate Bond ETFs vs. SPY ETF 11/17/24

ATSG Corporate Take Over Analysis 11/10/24

Healthcare Giants and AI RISKS 11/3/24

The Small Modular Reactors Sub-industry 10/27/24

Finding New Technology Stocks 10/20/24

Long Term Analysis of SYM 10/13/24

Robots and Robotics Automation Investing

Cycle Analysis for Long-term Investing in ETFs 9/29/24

Interest Rates and Stock Investing 9/22/24

Analysis of BASE, Couchbase Inc. 9/15/24

Student Request: Major Shareholder Letter to FWRD 9/8/24

Analysis of LGND 9/1/24

Analysis of the Barometers of the Economy - Part 1 | 8/25/24

CMG CEO Moves to SBUX 8/18/24

Market Saturation Phase 8/11/24

INTC: Missing Reinvention 8/4/24

After Earnings Season: Fall Rally 7/28/24

COIN Analysis 7/21/24

Long-term Analysis of ASX 7/14/24

Student Request for CGNX Analysis

Sector Index DPO Patterns in a Great Bull Market 6/30/24

DPO Cycle Analysis for Long Term Holds 6/23/24

AAPL and OpenAI 6/16/24

The Federal Reserve System 6/9/24

Economic Reports 6/2/24

NVDA: Long Term Cycle Analysis 5/26/24

Long-term Analysis of SOUN, an AI company

Analyzing Stocks for Strong Growth Potential This Year 5/12/24

Investing During An Inflationary Phase Caused by Payroll Expenses Rising 5/5/24

Current Market & Economic Conditions + Analysis of NVTS 4/28/24

Analysis of TNDM 4/21/24

Long Term Analysis of ALGM 4/14/24

Long Term Analysis of UiPath, Inc. 4/7/24

Investing Opportunities: Semi-Conductors 3/24/25

SEC Rules on Climate Disclosures 3/17/24

Cyber Security Industry Stocks 3/10/24

Artificial Intelligence Investing 2024-2025 3/3/24

Trailing Stops for Long-Term Held Stocks 2/25/24

Long-term Analysis of NVTS 2/18/24

Long Term Analysis of CRSP 2/11/24

Long Term Analysis of IONQ 2/4/24

Response to AI Discussions from Last Week 1/28/24

The Dark Side of AI 1/21/24

Student Request: OM 1/14/2024

The Artificial Intelligence Mania 1/7/24

Post-Economic Expansion Fueled by New Technologies 12/31/23

The Good out of the Pandemic 12/24/2023

Long-Term Analysis of EXTR 12/17/23

Analysis of OM, Outset Medical Inc. 12/10/2023

WHY Authorized Participants are Buying 12/3/2023

Tips for Using ETFs to Diversify 11/19/23

Lessons from the Big Gainers of 2020 11/12/2023

Recent IPOs in New Technologies: Choosing Stocks for a Watchlist 11/5/23

Industries Poised for Obsolescence 10/29/23

Utilities Industries/Sector Analysis 10/22/23

Long Term Investing During Uncertain Times 10/15/23

Good News 10/8/2023

RMD Analysis Request 10/1/23

Quarter over Quarter Earnings Reports and Company Cycles 9/24/23

Energy Topics: Steel and Oil 9/17/23

Analysis of Blackrock 9/10/23

What Corporate Debt Bubble?? 9/03/2023

Reality Check on the USA Economy 8/27/23

Continuation of New Technologies for 2023-2024 Watchlists 8/20/23

Long Term Watchlists: Young IPOs and New Technologies 8/13/23

Semiconductor Equipment and Materials Industry: VECO 8/6/23

KLAC Analysis: Semiconductor E & M Industry 7/30/23

Analysis of Microsoft 7/23/23

ENTG Analysis 7/16/23

Continuing the Analysis of Semiconductor Equipment and Materials: ACLS 7/9/23

Analysis of Stocks from the Semiconductor Equipment and Materials Industry: COHU 07/02/2023

Analysis of Stocks from the Semiconductor Equipment & Materials Industry | Group Homework 6/25/23

Artificial Intelligence Update 6/18/2023

GMED Analysis 6/11/23

Platform Market Conditions: Gaps and Momentum Activity for Long Term Investments 6/4/23

Summertime Investing 5/28/23

Getting Ready NOW for the Fall Rally 5/21/23

Forge Private Market Index 5/14/23

Net Worth and the Stock Market 5/7/23

New Technology Dominance 4/30/23

Changes to IPO Activity in 2023 4/23/23

Money Market Funds in the Retail News 4/16/23

Cloud AI Companies 4/2/23

Looking Ahead to Q1 2023 Earnings: Fundamental Levels of the Dow 30 Components 3/26/23

CDNS Long Term Analysis 3/19/23

UBER Long Term Analysis 3/12/23

Island Gaps and Long Term Investing 3/5/23

What to Expect in March This Year 2/26/23

Cycle Analysis of Indexes, Stocks and Industries 2/19/23

Block Orders 2/12/23

How Private Companies are Listed on Exchanges 2/5/23

The Platform Market Condition for Long Term Entry with Low Risk 1/29/23

Long Term Bottom Development: When to Buy 1/22/23

Biotechnology Sub Industries 1/15/23

New Year, New Opportunities as New Tech Ramps Up 1/8/23

How to Be A Peacock 1/1/2023

Supply Chains and the NEW Reality for 12/25/22

Tesla's Woes and Analysis for 12/18/22

SiTime Corp Long Term Analysis for 12/11/22

Dollar Value versus Import or Export by US Corporations - Impact on Revenues 12/4/22

EUD Software Growth Potential 11/20/22

Cycle Deviations from the Pandemic and How It will Impact Investing in the Next Few Years 11/13/22

Rebalancing: End of Year Sector Analysis 11/6/22

Corporate Rebalancing to Recovery to Expansion Mode 10/30/22

Why the Wealthy Always Get Richer During Highly Negative Conditions 10/23/22

The Reinvention of Money Central Banks 10/16/22

The Commodity Oil 10/9/2022

Long Term Entries after an Election 10/2/22

The Pendulum Effect 9/25/22

Monitoring Stocks for Long-Term Fundamental Value 9/18/22

Semiconductor Watchlist for Long Term Consideration 9/11/22

Updates from Industry Reports 9/4/22

Semi-Conductor Industry Analysis 8/28/22

Financial Industries 8/21/22

Bottoming Entries Based on Weekly Charts 8/14/22

Bottoming Tech Stocks 8/7/22

Student Request: QS and Questions 7/31/22

Preparing for the End of a Very Brief Bear Market 7/24/22

Long Term Portfolio Management: Looking Ahead 7/17/22

Deflation explained and is there any risk? 07/10/22

Understanding Supply Chain Problems of 2022 7/03/22

Data as a Service and Data as a Product 6/26/22

Bear Market Expectations 6/19/22

Preparing Early for the Oil Bubble Collapse 6/12/22

The Transformation of the Global Monetary System to Digital Assets and Crypto Currencies 6/5/22

Economic Conditions vs. Recovery and New Technologies 5/29/22

BWA Analysis 5/22/22

Bargain Hunting with the Dark Pools 5/15/22

Analysis of PLTR 5/8/22

DPO Analysis of NVDA AMD 5/1/22

EV Industry Acceleration to Mass Market Phase 04/24/22

CEOs and Long-Term Investing 04/10/22

US Financial Services New Technology Global Dominance 4/3/2022