Dealmaker’s Diary: This Connector King Could Deliver 50% Returns With Low Volatility
While tech stocks swing wildly, this $135 billion infrastructure play proves that boring businesses can deliver exceptional returns with minimal drama.
Monday Takeaways: Jackson Hole’s Short Covering Frenzy Hides Inflation Reality
Powell’s dovish surprise triggered massive short covering Friday, but with Walmart and Target warning about tariff price impacts every week, this September rate cut narrative faces a harsh reality check.
Dealmaker’s Diary: How AI Turned This Cruise Company Into a Cash Cow
Seventeen billion dollars in revenue, AI optimization across every operation, and volatility below 15%. This isn’t your typical leisure stock – it’s a technology play disguised as a vacation company.
Buy This, Not That: Earnings Are In – Home Depot vs. Lowe’s?
Two of the biggest names in home improvement just reported earnings: Home Depot and Lowe’s. Both stocks jumped. But if you’re thinking about investing in one of these retailers right now… The choice is clear.
Monday Takeaways: Stocks at Record Highs – What’s Next?
The S&P 500, Nasdaq Composite, and Nasdaq 100 all notched fresh record highs last week… yet Wall Street is split. Are stocks “too good to be true”—or is the rally just getting started?
Dealmaker’s Diary: An Auto Parts Giant With an AI-Driven Moat
Predictive parts recommendations, dynamic pricing, and supply chain optimization aren’t just buzzwords – they’re competitive weapons. See how this $67B retailer is building a massive competitive moat.
Buy This, Not That: Trump’s China Chip Deal – Who Wins?
President Trump just negotiated a surprise chip deal with China. But which semiconductor giant should you buy to profit from the new export rules?
Monday Takeaways: Trump’s $500 Billion IPO Gambit
While 81% of S&P 500 companies crush earnings estimates, President Trump has floated a plan to take Fannie Mae and Freddie Mac public – potentially raising $500 billion but threatening to spike mortgage rates for millions.
Dealmaker’s Diary: This Market Leader Stuns With an 89% CROCI
In 30 years of analyzing stocks, our team has never seen a cash return on capital this high. This company’s 89% CROCI doesn’t just beat the market – it rewrites what’s possible when a company becomes a true cash-generating machine.
History Repeats: Why Crypto Treasury Companies Are This Era’s Gold Miners
In the 1970s, gold miners soared during currency debasement. Today, crypto treasury companies are the new gold miners – and one tiny firm with revolutionary mining tech could deliver the biggest gains of all.









