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EPISODE SUMMARY

• 🔎 Start with a quality pullback: Screen for Quant Strong Buys that are 20%+ off their highs, then check earnings revisions, fundamentals and charts before touching the stock.

• 📈 $TTMI is the template: It has pulled back sharply from a late‑June 52‑week high near $224 to roughly $141, while momentum has begun to improve—exactly the type of stock I want to research, not blindly chase.tickeron+1

• ⚡ Follow the sectors already working: Energy led the S&P last week, rising nearly 6%, while AI photonics leaders like $LITE, $COHR and $AAOI remain high‑beta opportunities after huge runs and sharp resets.cnbc+2

• 🧠 A pullback is not automatically a buy: I use Seeking Alpha Quant to identify quality, TrendSpider to wait for trend confirmation, and Sidekick to keep emotion out of entries, trims and position sizing.

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EPISODE SUMMARY

• 💰 What it is: A rules‑based portfolio of up to 30 dividend‑paying stocks, REITs and ADRs built to target both capital appreciation and income—not just yield.

• 📊 The goal: Beat Vanguard’s High Dividend Yield ETF, $VYM, on total return while keeping the portfolio’s yield in a similar range. $VYM holds roughly 618 stocks and charges a 0.04% expense ratio.

• 🔄 How it works: The model is updated every two weeks, with buy/sell notices and rebalancing guidance—more hands‑on than Alpha Picks, but less frequent than Pro Quant.

• 🛢️ Early winners: I break down five of the best performers since launch—$PSX, $VLO, $RTX, $MPC and $AGM—and why energy exposure, dividend growth and timing have mattered.

• 🎯 Who it’s for: Investors who want dividend income and potentially smoother volatility than a growth‑first portfolio, but still want a concentrated, data‑driven approach to beating a passive high‑yield ETF. Dividend stocks can provide lower volatility ballast, though returns are never guaranteed

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Seeking Alpha's SUMMER SALE

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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EPISODE SUMMARY

• 📉 CPI decides the next move: Inflation remains the key Fed input, with markets watching whether July’s reading supports a September hold or keeps another rate hike in play.

• 🤖 Sidekick earnings winners keep hitting: $SMCI, $CRWV and $LITE delivered major moves; now I’m watching $CSCO, $AMAT and $COHR for the next AI‑driven setup.

• 📊 $NVDA still drives the market: The overall AI trade is leaning on Nvidia again, so I’m using $SPY levels, earnings dates and Sidekick guidance—not FOMO—to manage exposure.

• 🎯 My strategy: quality dips, better entries: Alpha Picks has already rebounded from its recent drawdown; I’m using 4‑hour confirmations and watchlist prices to add selectively to names like $AMD and $LITE rather than rushing into the index

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It's my birthday and I've got Covid - BTW - my dad is okay - overnight in the hospital as a precaution. But I am still ill - but my portfolio is still KICKING BUTT!

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THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠⁠⁠⁠⁠JUST THIS LINK ONLY ⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠⁠⁠⁠

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Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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EPISODE SUMMARY

• 🎂 The market isn’t broken: July’s pullback tested risk tolerance, but $QQQ has already rebounded in August while the S&P returned to record territory.

• 📊 Risk tolerance is the real strategy: Use fundamentals to build a watchlist, weekly charts to wait for trend confirmation, and position sizing so a bad month doesn’t force bad decisions.

• 🤖 Earnings still drive winners: Alpha Picks has seen 75% of its reporting names beat, while Sidekick helps separate “priced for perfection” names like $AMD from better risk/reward opportunities such as $RKLB.

• 🥇 Follow leadership, not panic: AI remains a key earnings theme, but gold and metals have gained momentum too; Schwab’s latest outlook shows energy, technology, real estate and utilities among the stronger six‑month S&P sector groups

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Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Being invested in the top 10 days of the year is INCREDIBLY important. Thursday was most likely a top 10 day of 2026 - if we have 10 days that are better - you should be invested!

FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER!

THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠⁠⁠⁠JUST THIS LINK ONLY ⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠⁠⁠

⁠⁠⁠⁠

Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

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EPISODE SUMMARY

• 📉 This “dip” was a textbook bear trap: QQQ’s 1% gap‑up, fade to red within 10% of all‑time highs has historically led to higher Nasdaq‑100 prices one month later in every case since 2015—if you read that note and bought, you were prepared.

• 🤖 Sidekick and quant kept finding winners: Even as AI and memory names whipsawed, Sidekick flagged earnings winners like $CLS, $STX, $MSFT and $AMZN, while Alpha Picks and Pro Quant stayed focused on quality momentum instead of panicking out of fundamentals.

• 💸 Volatility exposed the wrong strategies, not the market: The violent selloff was amplified by Leopold Aschenbrenner’s leveraged AI hedge fund unwinding its entire public book, reminding you that over‑levered “genius” and poor risk management—not the bull market—are what blow up accounts.

• 🧠 Prepared investors used the move, not feared it: Between Growth & Income’s smoother +6% month, Alpha Picks’ 18% YTD, and memory names like $SNDK and $MU snapping back double‑digits, the lesson is clear: be insightful, patient, disciplined and prepared—or you’ll miss historic up days trying to time the market

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THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠⁠⁠JUST THIS LINK ONLY ⁠⁠⁠⁠

⁠⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠⁠

⁠⁠⁠⁠Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. ⁠⁠⁠⁠

Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

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EPISODE SUMMARY

• 📈 This isn’t a bear market: The S&P is still positive for the year; if you feel wrecked, it’s more about stock choices than some new 2008‑style crisis.

• 📏 Position sizing is your real edge: Names like $MU, $TQQQ and Alpha Picks losers hurt far less when they’re 1% slices instead of YOLO bets.

• 🧠 Four words: insightful, patient, disciplined, prepared: Using weekly charts, Sidekick, and journaling trades turns losses into lessons instead of permanent damage.

• 💾 Memory and AI are doing what cyclical trades do: Great quarters from $STX, SK Hynix and $BE with brutal price action remind you that volatility is the price of admission, not a broken thesis.

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FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER!

THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠⁠JUST THIS LINK ONLY ⁠⁠⁠

⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠

⁠⁠⁠Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. ⁠⁠⁠

Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

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EPISODE SUMMARY

• 📊 Seasonal playbook for August: I walk through why BofA expects a rough August–October stretch for stocks and how I’m adapting with more selective stock picking, hedging and cash management instead of panic selling.

• 🤖 System, not vibes: From ORB and Darvas boxes pre‑coded in TrendSpider to my Sidekick‑built earnings screener and 4‑hour algo, I show how to lean on tested rules rather than emotions when the S&P is only ~3% off highs

• 💾 AI + memory strategy, not trade of the week: CXMT’s 500%+ Shanghai debut and Jensen’s “all data‑center components in short supply” comments reinforce why I still treat AI and memory as multi‑year themes, while sizing positions so I can survive the inevitable drawdowns.

• 💵 Quality stock selection when you’re “down 10%”: I cover how I think about adding to broad ETFs like $VOO/$QQQ, looking at cash‑rich names and “cheap” $GOOG, and using Seeking Alpha/Sidekick to check valuation, momentum and risk tolerance before chasing the next CLSK‑style momentum play

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"If you're bearish in this market, you're an idiot"

The quote is from Josh Brown, but it clearly defines what's going on. The stock market may go down further but when others are fearful - be greedy.

FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER!

THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠JUST THIS LINK ONLY ⁠⁠

⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠

⁠⁠Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. ⁠⁠

Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

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EPISODE SUMMARY

• 💡 Tools over doom‑scrolling: I show how I use Seeking Alpha’s morning “need to know” brief plus one‑click AI trade ideas to manage risk and find setups without living inside CNBC or Twitter.

• 📊 Volatility ≠ bear market: With oil and yields spiking, the VIX elevated, and the Fed in focus, I walk through why this backdrop still favors prepared stock pickers—especially in AI, memory and select strong‑buy names—rather than full‑time pessimists.

• 🧠 Strong buys and Sidekick still work: I highlight how $INTC’s AI‑linked beat, ETF tailwinds, and Sidekick’s warning on $MXL show that quant ratings plus unemotional AI analysis can both capture upside and help you dodge landmines.

• 📈 Buying discounts, not bottoms: From $GOOG’s post‑earnings drop below its 200‑day to my own $AAPL trims and re‑entries, I explain why you can’t time the exact low—but if you’re bullish and prepared, this kind of fear‑driven selloff is clearly a discount, not a reason to panic.

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This was a great episode on how I'm finding opportunities, how being patient, disciplined and prepared are the keys to successful portfolio management.

FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER!

THESE SALES END SOON:

I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠JUST THIS LINK ONLY ⁠

⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠

⁠Trendspider is having their own sale with up to 50% off monthly and other plans - this would be for anyone who wants to try it first. ⁠

Seeking Alpha's SUMMER SALE

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠-

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EPISODE SUMMARY

• 📈 $MU: AI’s true bottleneck: Micron’s latest earnings smashed expectations and sent the stock jumping as AI data‑center demand turned memory into the must‑own bottleneck for this cycle, not just GPUs.

• 🧮 NVDA: growth or “future aristocrat”?: Nvidia’s massive 2,400% dividend hike and buyback plan are great, but at its current size the path looks more like a steady compounder than another instant 3–5x, which matters in a “Which would you rather?” game.

• 🎯 Which would you rather – $MU, NVDA or Alpha Picks?: With Micron still riding the AI memory wave, Nvidia maturing into a cash‑return machine, and Alpha Picks posting 4x‑plus S&P‑beating returns since launch, the real question is where each fits in your strategy, not whether they’re “good” stocks.

• 🧠 Using tools to choose, not guess: Seeking Alpha’s AI, Quant ratings and options data, plus TrendSpider/Sidekick scans, turn the $MU vs NVDA “would you rather” into a structured decision instead of a hype trade—especially with memory still leading this AI build‑out.

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EPISODE SUMMARY

• 🤖 AI hack: Use Sidekick to time dips and trims in names like $CRDO, $STRL, $AMD and $NVDA.

• 📅 Earnings hack: Start from this week’s big reports (GM, TSLA, GOOG, INTC) and focus on STRONG BUY Quant names.

• 💾 Memory hack: Treat the memory trade as a cyclical position, not a forever hold, with future overcapacity risk in mind.

• 📈 Mag 7 & leverage hack: Watch the most beaten‑down mega‑cap (like $MSFT) for an earnings‑driven reset, and use $TQQQ only when you clearly understand the risk.

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