Recent Posts

• BAMCO’s $36B Portfolio: Top Stock Picks 09/15/25

  BAMCO’s $36B Portfolio: Top Stock Picks 09/15/25 Key Stories: Ron Baron’s BAMCO Incorporated 13F filing revealed a portfolio valued at 36.89 billion dollars in the second quarter of 2025, indicating […]

• BAMCO’s 36.89B Portfolio: Top Q2 Holdings Revealed 09/15/25

  BAMCO’s 36.89B Portfolio: Top Q2 Holdings Revealed 09/15/25 Key Stories: Ron Baron’s BAMCO Incorporated’s 13F portfolio increased to 36.89 billion dollars in the second quarter of 2025, indicating potential bullish […]

• BAMCO’s $37B Portfolio Moves: Follow the Money 09/15/25

  BAMCO’s $37B Portfolio Moves: Follow the Money 09/15/25 Key Stories: Ron Baron’s BAMCO Incorporated 13F filing reveals a portfolio valued at $36.89 billion for the second quarter of 2025, indicating […]

• Broadcom’s AI Role Fuels Bullish Sentiment 09/15/25

  Broadcom’s AI Role Fuels Bullish Sentiment 09/15/25 Key Stories: Analysts suggest Broadcom is a buy due to its significant role in artificial intelligence infrastructure, indicating continued upward price movement for […]

• Oracle: OpenAI Revenue Delayed Until 2027 09/15/25

  Oracle: OpenAI Revenue Delayed Until 2027 09/15/25 Key Stories: Oracle shares may face headwinds as the anticipated revenue from the OpenAI deal, estimated at approximately 30 billion dollars annually, is […]

• Meta Valuation Gap Signals Buying Opportunity 09/14/25

  Meta Valuation Gap Signals Buying Opportunity 09/14/25 Key Stories: Meta Platforms Incorporated is exhibiting strong growth in ad revenue per user and improved headcount efficiency, making it a buy recommendation. […]

• Meta Undervalued: 20% Lower P/E Than Apple 09/14/25

  Meta Undervalued: 20% Lower P/E Than Apple 09/14/25 Key Stories: Meta Platforms Incorporated presents a buying opportunity due to its forward price to earnings ratio being 20 percent lower than […]

• Meta Undervalued: Buy Rating on Price to Earnings Multiple Gap 09/14/25

  Meta Undervalued: Buy Rating on Price to Earnings Multiple Gap 09/14/25 Key Stories: Meta Platforms is exhibiting strong growth in price per advertisement, coupled with increased efficiency in headcount, creating […]

• Mega-Cap Rally Masks Market Weakness 09/14/25

  Mega-Cap Rally Masks Market Weakness 09/14/25 Key Stories: The Standard and Poor’s 500 index remains near record highs; however, market gains are concentrated in mega-cap stocks. Small- and mid-capitalization stocks […]

• Rigetti Upgrade Sparks Quantum Sector Interest 09/14/25

  Rigetti Upgrade Sparks Quantum Sector Interest 09/14/25 Key Stories: Rigetti Computing received an analyst upgrade, potentially impacting its stock price as investors react to increased confidence in the company’s quantum […]