Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly those influenced by non-recurrent events, to identify potential buying opportunities [1] - Insider buying at lower prices serves as a key indicator for selecting stocks, reflecting confidence from company executives [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and assess motivations [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Microsoft Corporation ( MSFT ) reported Q2 earnings that beat analyst estimates on the top and bottom lines. The stock price, however, tanked, driven by concerns on AI capital expenditures and slowing growth for Azure. In this report, I discussDhie ...

Can Bitcoin break out of this downward trend. And continuous crypto trading is headed to the CME this spring. Hey everyone, I'm Jenny Horn and welcome back to Crypto Corner right here on Schwab Network.Joining me this week is Nate Peterson, director of derivatives research and strategy at the Schwab Center for Financial Research. Nate, as always, thanks for being here. We typically love to get your perspective on the technicals to kick things off.So, walk us through what you are seeing from the charts. >> Y ...

Popular investor Cathie Wood sold shares of software company Unity Software (U). Wood’s investment machine, Ark Invest (ARKK), shed over 486,000 shares of Unity’s stock, most likely to reduce exposure to the software industry. Additionally, Ark Invest has expanded its exposure to crypto-linked platforms, fintech, and gene editing. The software industry is facing growing concerns about artificial intelligence (AI) replacing software use. The market faced renewed concerns after AI firm Anthropic released n ...

Core Viewpoint - Microsoft has experienced a significant decline of nearly 30% from its all-time high reached last summer, indicating a challenging year for the company so far [1]. Technical Analysis - The current trading analysis shows resistance at the $400 mark and support levels around $398 and $387, with recent trading indicating a bounce off a diagonal downtrend line [3][4]. - Positive momentum is observed in the Relative Strength Index (RSI), suggesting potential upward movement if the stock can approach the $400 resistance again [5][10]. - The stock is currently trading near levels similar to those seen a year ago, around the $395 to $399 range, which could indicate a potential for a bounce [8]. - There is a possibility of a double bottom formation at the $395 level, with resistance levels at $400 and $425 [9]. Market Sentiment - The implied volatility in the options market remains high, reflecting ongoing uncertainty regarding Microsoft's stock performance [11]. - The stock's performance is being compared to its historical context, with some analysts suggesting that the recent sell-off may have been overdone [14]. Investment Strategy - A bullish strategy is proposed involving a diagonal call spread, buying the at-the-money $400 call and selling a $415 call expiring on February 27, with a debit of approximately $10.15 [19][20]. - The expected move for the stock is around $15, which aligns with the anticipated volatility [23]. - This strategy allows for capital efficiency, enabling investors to control a significant amount of deltas in Microsoft without the need for a large capital outlay [25][26].

Palantir (PLTR) stock, which was once viewed as one of the market’s most unstoppable AI plays, has pulled back sharply. Shares are down about 25% year-to-date (YTD) and now trade about 35% below their 52-week high despite the company’s solid performance. The recent weakness in PLTR stock is due to two primary concerns. First, valuation. For much of the past two years, Palantir commanded a premium valuation. Its extremely high valuation compared to peers weighed on investors’ sentiment. More News from Ba ...

Group 1: ETF Industry Overview - The global ETF industry is valued at $21 trillion, with a notable surge in oil prices impacting market dynamics [1] - ETFs are currently experiencing inflows of $8 billion per week, surpassing last year's pace of $6 billion [2][3] - The trading crowd is showing interest in international and emerging markets ETFs, while some funds like SLV and GLD are seeing outflows [3] Group 2: Performance of Specific ETFs - The IGV software ETF has seen a significant decline of 22% this year, indicating vulnerability in the software sector, particularly related to AI [4] - The JAAA ETF, launched by Janus Henderson, has absorbed $2.7 billion in assets year-to-date, reflecting strong institutional demand [10][11] - The Freedom 100 Emerging Markets ETF (FRDM) has outperformed traditional emerging market indices, with a 100% return over five years [46][49] Group 3: Market Trends and Investor Behavior - There is a shift in investor focus towards commodities, particularly energy, as geopolitical risks become more pronounced [21][23] - The trend of rising expense ratios in ETFs is noted, particularly with the increase in active ETFs, which tend to have higher fees [20] - Investors are increasingly looking for diversified exposure in their portfolios, moving away from single commodity investments [22][24]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Jump, the popular AI-driven notetaking, meeting, and communications management platform provider, has raised $80 million in Series B funding led by Insight Partners to build an AI operating system for financial advisors. The Salt Lake City-based company, which has scaled to 27,000 advisors in less than two years, will use the capital to accelerate growth and development of its intelligence and ...

An updated edition of the December 30, 2025, article.Founders possess a unique ability to shape their companies from inception, much like a parent nurturing a child’s development. Guided by a compelling vision and unwavering dedication, they are often willing to embrace uncertainty, take calculated risks and pursue unconventional strategies that traditional executives might avoid. Founder-led organizations frequently reflect the personal values, philosophies and long-term aspirations of their creators, evol ...

Wall Street analysts and executives in sectors hard-hit by sell-offs are pushing back against the "AI scare." As stocks sank on fears that AI will shrink margins and disrupt business models from software to logistics, insiders are arguing that AI integration will benefit rather than detract from their businesses. Figma (FIG) stock rose 6% on Thursday, reversing a 30% year-to-date decline after the cloud-based design software company noted a record number of new customers in 2025, with accelerating revenu ...