Willdan Group is well-positioned to benefit from rising US electricity demand and booming AI data center markets. Read why ...

Event-driven investing seeks to extract alpha by capitalizing on price anomalies in shares of companies that are undergoing ...

Sterling Infrastructure has surged 146% in the past year, driven by robust AI-related data center demand and strong financial ...

Talen Energy leverages data center PPAs and AI-driven demand for 35%+ annual growth. Read here for an investment analysis of ...

Seagate (STX) surges on AI demand, beats earnings, and stays undervalued. Click here to read my most recent analysis covering ...

Cheesecake Factory stock is a compelling "Buy" despite Q3 sales lag. Learn more about CAKE's long-term growth prospects and ...

Caterpillar just crushed Q3 earnings, up 11% in a day, thanks to a record $39.8B backlog. Click here to read more about CAT ...

American Tower's Q3 results showed 8% revenue growth, robust data center demand, and strong international performance. Click ...

Vanguard Dividend Appreciation Index Fund ETF offers strong long-term potential due to tech sector overweighting. Learn more ...

Nucor Corporation upgraded to Strong Buy after Q3 2025 earnings beat. Click here to find out why NUE stock is a Strong Buy.

Data centers remain underrepresented in many institutional real estate portfolios despite strong historical performance in ...

As reported by our fund administrator, the Master Account, in which I am personally invested alongside SMA clients, returned ...