June 24, 2026 Good afternoon, traders! Today on Fox Business, I broke down several names sitting at the intersection of the two biggest secular themes in the market right now: the AI data center buildout and the reshoring/strengthening of the electronics supply chain. These aren’t random tickers — they’re the companies actually building, powering, cooling, … Read more
Watch the Fox Business segment Welcome to NVIDIA Earnings Day! I just joined @cvpayne to discuss:🔹Buys in the semiconductor space, including $AVGO, $TSM, $LSCC, and $MU🔹NVIDIA – $NVDA earnings after the bell🔹Space stocks before the SpaceX IPO, specifically the ETF $NASA Learn more below:… pic.twitter.com/53FFd6fUbX — Danielle Shay (@traderDanielle) May 20, 2026 Watch the video … Read more
May 11th, 2026 Hey Five Star Traders, On Friday, I joined Making Money with Charles Payne show with guest host Cheryl Cascone, sharing some of my highest-conviction ideas right now. I took real-time notes straight from the show, and I’m bringing them straight to you — fresh, unfiltered, and ready to act on. Here’s exactly … Read more
Watch the Schwab Network segment May 6, 2026 Watch on Schwab Network ↗ May 6th, 2026 CoreWeave (CRWV) is the purest public play on the AI hyperscaler boom, and tomorrow’s Q1 earnings report is shaping up to be a major moment for the name. As of today, the stock is trading around $135–$137 after a … Read more
May 1, 2026 Hey Traders, Next week is a big one for the AI trade. We’re getting fresh reads from AMD (Tuesday AMC), ARM (Wednesday AMC), and Palantir (Monday AMC). All three have perfect earnings beat streaks (AMD 7/7, ARM 8/8, PLTR 8/8) and sit right in the heart of the AI boom — but … Read more
Watch the Schwab Network segment April 24, 2026 Watch on Schwab Network ↗ April 24, 2026 Dear Five Star Traders, What a day in the semiconductor sector! Intel (INTC) absolutely crushed it after hours yesterday, sending the stock soaring 20–25%+ today and pulling AMD (AMD) higher by double digits in sympathy. This is a historical … Read more
April 10, 2026 Hello Five Star Traders, Yesterday, I joined Charles Payne on Fox Business to break down some of my highest-conviction ideas in the most explosive areas of the market right now: Neocloud / AI infrastructure, Space, Photonics, and Semiconductors. These aren’t random names — they sit at the very center of the AI … Read more
AI Infrastructure Buildout Hey traders, If you’ve been following the AI boom, you may know that the big hyperscalers (AWS, Azure, Google Cloud) can’t keep up. Demand for raw GPU compute and the infrastructure required to run high-level AI models is expanding exponentially as more companies and individuals adopt AI. Multiple large companies, including Meta, … Read more
Watch the CNBC segment February 17, 2026 Watch on YouTube ↗ Hey traders! I hope this newsletter finds you navigating the markets with confidence and precision. As we navigate another earnings season packed with opportunities, I’m thrilled to share my latest insights straight from my home office in the San Juan Islands—and this time, from … Read more
Hey 5-Star Trader, Today, I joined CNBC’s “Power Lunch” to discuss three top stocks: Tesla(TSLA), Blackberry(BB), and Caesars(CZR). Check out the segment HERE.