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50.84%2024
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Palantir $PLTR (Palantir Technologies Inc.) : Patent Momentum in March & April 2025 Palantir Technologies ($PLTR) has been granted a series of impactful U.S. patents in March and April 2025, covering key areas like AI-driven alerting, cybersecurity, low-code app development, and real-time time-series... Mostra di più Traduci
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Today’s Market News – April 24, 2025📉 Markets cool off after Trump hints at auto tariff relief; Beijing denies trade talks are happening; Futures red, earnings mixed. Defense & Industry $CVLG (Covenant Logistics Group Inc) launches $50M buyback $CMBT & $GOGL confirm merger Tech $SRAD (Sportradar... Mostra di più Traduci
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Today’s Market News – April 23, 2025📈 Markets rip as Trump backs off Powell threat and hints China tariffs will be “much lower than 145%” $NSDQ100 Nasdaq +3% pre-market. Defense & Industry $LMT (Lockheed Martin Corporation) upgraded at Baird after strong Q1 $GD (General Dynamics Corp) beats across... Mostra di più Traduci
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Leonardo DRS ( $DRS (Leonardo Drs Inc) ) & The U.S. Golden Dome Project Full Infographic Available Now on my Patreon(Free). Missile defense is shaping the future of U.S. military strategy and Leonardo DRS is right at the center of it. In this new visual breakdown, I cover: - DRS’s role in the Golden... Mostra di più Traduci
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Earnings Watch: Q1 2025 Two breakout setups on my radar: Robinhood ( $HOOD (Robinhood Markets Inc.) ) and CyberArk ( $CYBR (CyberArk) ). Both have strong momentum heading into May earnings with institutional interest building and big catalysts ahead. Want the full breakdown? Grab the report now on... Mostra di più Traduci
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Today’s Market News – April 22, 2025📈 US & India make “significant progress” on trade deal Trump blames Powell for tariff fallout Tesla ($TSLA (Tesla Motors, Inc.)) earnings drop tonight Defense & Industry $LMT (Lockheed Martin Corporation) wins $180M Navy contract $BA (Boeing) may sell Jeppesen... Mostra di più Traduci
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I just posted an exclusive report for FREE on my Patreon: “Shield Your Investments: The China–Taiwan Conflict Hedge” Learn how to protect your portfolio and uncover potential opportunities in a volatile global environment. Inside the Report: - A resilient, multi-sector portfolio (defense, semiconductors,... Mostra di più Traduci
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Today’s Market News – April 21, 2025 Markets drop as Trump targets Fed & pushes $40B State Dept. cuts USD hits lowest since Feb 2022. Tesla delays low-cost Model Y ahead of earnings.India $INDA (iShares MSCI India ETF) rallies on US trade optimism. Defense & Industry $POWW (Ammo Inc) sells ammo biz... Mostra di più Traduci
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Today’s Market News – April 17, 2025📉 Trump says “big progress” in Japan trade talks Goldman warns of $800B in forced China equity sales if US decouples Tech stabilizes after Powell inflation comments Defense & Infra $QXO (QXO Inc) announces $500M stock offering $DD (DuPont de Nemours Inc.) confirms... Mostra di più Traduci
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So it seems like my prediction from 10 days ago is coming to fruition. The Trump administration plans to use ongoing tariff negotiations to pressure U.S. trading partners to limit their dealings with China, according to people with knowledge of the conversations. U.S. officials plan to use negotiations... Mostra di più Traduci
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Strategia: Multi-strategia

Stability and resilience guide my investments, focusing on strong Western companies
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