Portfolio Update
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Evolv Technologies ($EVLV) Update
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authID ($AUID) Update
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May CPI is 2.4%
Overview: Today, we got the May Consumer Price Index (CPI) report which showed an overall increase of 2.4% for the last year and up 0.1% for the month. The annual number is up 0.1% from April and in line with expectations. The monthly is down 0.1% and below expectations. The Core CPI which excludes food … Read more
Talen Energy ($TLN) Expands its Deal with Amazon
Good news on the tape. One reason Talen Energy ($TLN) stock price is up so much in the past year is a deal they did with Amazon to provide nuclear energy from its Susquehanna plant to Amazon’s nearby data center. This morning, the companies announced an expansion of that deal with Talen now supplying electricity … Read more
Weekly Points – June 6th, 2025 – 5 Things to Know in Investing This Week – The Nuclear AI Issue
Meta signs a deal to secure reliable carbon-free nuclear power for its AI data centers following in the footsteps of competitor, Amazon. DKI has been buying more uranium. Do you own enough? The big music labels take steps to ensure they (and their artists) get paid for music used to train generative AI models. We’re … Read more
authID ($AUID) Update Coming
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Updated Current Recommendations
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Current Recommendations Page Will be Updated by Market Open
Hi All, I’ll have a new post up on the updated Current Recommendations page before the market opens. It will be after the usual 9am email so wanted to update you now.
Position Update
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