ROBO

Confronting The Risk Of A Policy-Driven Recession

/ ACTV, AFMC, AFSM, AIQ, ARKK, ARKQ, ARTY, AVUV, BAPR, BIL, BMVP, BOTZ, BUL, CSD, CZA, DDM, DEUS, DIA, DOG, DXD, EDC, EDV, EDZ, EEM, EEV, EMF, EPI, EPS, EQAL, EQL, ESGE, EUM, EZM, FEX, FLQM, FNX, FSCS, FTDS, GOVZ, GRPM, HUSV, IEF, IEI, IEMG, IJH, ILCB, IMCB, INDA, INDL, INDY, IVOO, IVOV, IVV, IVW, IWC, IWL, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JHML, JHMM, JPME, LGOV, LRNZ, MDY, ONEO, OTPIX, Principal Financial Group, PST, PTMC, QQQ, REGL, ROBO, ROBT, SCHE, SCHM, SCHQ, SHY, SPEM, SPLV, SPMD, SPMO, SPMV, SPSM, SPTL, SPUS, SPUU, SPVM, SPVU, TBF, TBJL, TBT, TFJL, THNQ, TLH, TLT, TMF, TMV, TTT, UBOT, USMF, VFMF, VFMV, VFQY, VGLT, VO, VWO, WTAI, XJH, XMHQ, XSOE, ZROZ

Confronting The Risk Of A Policy-Driven Recession Read Post »

ACTV, AFMC, AFSM, AIQ, ARKK, ARKQ, ARTY, AVUV, BAPR, BIL, BMVP, BOTZ, BUL, CSD, CZA, DDM, DEUS, DIA, DOG, DXD, EDC, EDV, EDZ, EEM, EEV, EMF, EPI, EPS, EQAL, EQL, ESGE, EUM, EZM, FEX, FLQM, FNX, FSCS, FTDS, GOVZ, GRPM, HUSV, IEF, IEI, IEMG, IJH, ILCB, IMCB, INDA, INDL, INDY, IVOO, IVOV, IVV, IVW, IWC, IWL, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JHML, JHMM, JPME, LGOV, LRNZ, MDY, ONEO, OTPIX, Principal Financial Group, PST, PTMC, QQQ, REGL, ROBO, ROBT, SCHE, SCHM, SCHQ, SHY, SPEM, SPLV, SPMD, SPMO, SPMV, SPSM, SPTL, SPUS, SPUU, SPVM, SPVU, TBF, TBJL, TBT, TFJL, THNQ, TLH, TLT, TMF, TMV, TTT, UBOT, USMF, VFMF, VFMV, VFQY, VGLT, VO, VWO, WTAI, XJH, XMHQ, XSOE, ZROZ

From AI To Infrastructure: The 10 Investment Themes Defining The Next 5 Years

/ AGNG, AIQ, ARKG, ARTY, BBC, BBH, BBP, BDCZ, BIB, BIS, BIZD, BMED, BOTZ, BUG, CIBR, CNCR, DFEN, DFNL, DPST, DTCR, EDOC, EFRA, FBT, FDN, FHLC, FITE, FNCL, FREL, FRI, FSDAX, FTXH, FTXL, FTXO, FXH, FXL, FXO, GII, GNOM, HACK, HART, HELX, HOMZ, HTEC, IAI, IAK, IAT, IBB, IBBQ, ICF, IDGT, IDNA, IFRA, IGF, IGM, IGPT, IGV, IHAK, IHE, IHF, IHI, ITA, ITB, IXG, IXJ, IXN, IYF, IYG, IYH, IYR, IYW, JRE, KBE, KBWB, KBWD, KBWP, KBWR, KBWY, KCE, KIE, KNCT, KRE, LABU, LRNZ, MDEV, MORT, NAIL, NFRA, NLR, NUKZ, OBOR, PAVE, PBE, PFI, PILL, PINK, PJP, PKB, PPA, PPH, PSCF, PSCH, PSI, PSR, PTF, PTH, QABA, REET, REM, REZ, ROBO, ROBT, RSPF, RSPH, RSPT, RWR, SBIO, SCHH, SIMS, SMH, SOXQ, SOXX, TDV, THNQ, TOLZ, UBOT, URAN, USD, VFH, VGT, VHT, VNQ, WCBR, WDNA, WisdomTree, WTAI, XAR, XBI, XHB, XHE, XHS, XLF, XLK, XLV, XPH, XSD, XSW

From AI To Infrastructure: The 10 Investment Themes Defining The Next 5 Years Read Post »

AGNG, AIQ, ARKG, ARTY, BBC, BBH, BBP, BDCZ, BIB, BIS, BIZD, BMED, BOTZ, BUG, CIBR, CNCR, DFEN, DFNL, DPST, DTCR, EDOC, EFRA, FBT, FDN, FHLC, FITE, FNCL, FREL, FRI, FSDAX, FTXH, FTXL, FTXO, FXH, FXL, FXO, GII, GNOM, HACK, HART, HELX, HOMZ, HTEC, IAI, IAK, IAT, IBB, IBBQ, ICF, IDGT, IDNA, IFRA, IGF, IGM, IGPT, IGV, IHAK, IHE, IHF, IHI, ITA, ITB, IXG, IXJ, IXN, IYF, IYG, IYH, IYR, IYW, JRE, KBE, KBWB, KBWD, KBWP, KBWR, KBWY, KCE, KIE, KNCT, KRE, LABU, LRNZ, MDEV, MORT, NAIL, NFRA, NLR, NUKZ, OBOR, PAVE, PBE, PFI, PILL, PINK, PJP, PKB, PPA, PPH, PSCF, PSCH, PSI, PSR, PTF, PTH, QABA, REET, REM, REZ, ROBO, ROBT, RSPF, RSPH, RSPT, RWR, SBIO, SCHH, SIMS, SMH, SOXQ, SOXX, TDV, THNQ, TOLZ, UBOT, URAN, USD, VFH, VGT, VHT, VNQ, WCBR, WDNA, WisdomTree, WTAI, XAR, XBI, XHB, XHE, XHS, XLF, XLK, XLV, XPH, XSD, XSW

Markets In Motion: Tariffs, Tech And Treasure

/ AAAU, AGNG, AIBU, AIQ, ANEW, AQWA, ARKG, ARKK, ARKQ, ARTY, BAR, BATT, BBC, BBH, BBP, BCD, BCH-USD, BCHG, BCI, BGLD, BIB, BIS, BITO, BITW, BMED, BNO, BOIL, BOTZ, BTC-USD, BTG-USD, BTGD, CCRV, CGW, CMDY, CNCR, CNRG, COM, COMB, COMT, COPX, CRAK, CUT, DBC, DBE, DBO, DBP, DJP, DTEC, EDOC, FAAR, FBLTX, FBT, FCG, FENY, FHLC, FILL, FIW, FMAT, FREL, FTAG, FTGC, FTRI, FTXH, FTXN, FXH, FXN, FXZ, GBTC, GBUG, GCC, GLD, GLDI, GLDM, GLTR, GNOM, GNR, GRNTF, GSG, GUNR, HAP, HART, HDRO, HELX, HTEC, HYDR, IAU, IAUM, IBB, IBBQ, IDNA, IEO, IEZ, IGE, IGLD, IGPT, IHE, IHF, IHI, ION, IXC, IXJ, IYE, IYH, IYM, IYR, JJETF, JJP, KBWY, KOLD, KOMP, LABU, LIT, LRNZ, MDEV, MOO, MXI, NANR, NRO, OBTC, OIH, OILK, OLOXF, OUNZ, PBE, PDBC, PEDIX, PHO, PHYS:CA, PILL, PINK, PIO, PJP, PPH, PRULX, PSCE, PSCH, PSCM, PTH, PXE, PXI, PXJ, PYZ, RFI, RNP, ROBO, ROBT, RQI, RSPG, RSPH, RSPM, SBIO, SCHH, SCO, SDCI, SGOL, SLX, SOLR, SPTL, TBLU, THNQ, TLT, UBOT, UCIB, UCO, UGA, UNG, UNL, URA, URNM, USAI, USCI, USL, USO, USOI, VanEck, VAW, VDE, VEDTX, VEGI, VENAX, VGLT, VHT, VITAX, VLGSX, VNQ, VUSTX, WDNA, WOOD, WTAI, XBI, XBTC, XES, XHE, XHS, XLB, XLE, XLRE, XLV, XME, XOP, XPH

Markets In Motion: Tariffs, Tech And Treasure Read Post »

AAAU, AGNG, AIBU, AIQ, ANEW, AQWA, ARKG, ARKK, ARKQ, ARTY, BAR, BATT, BBC, BBH, BBP, BCD, BCH-USD, BCHG, BCI, BGLD, BIB, BIS, BITO, BITW, BMED, BNO, BOIL, BOTZ, BTC-USD, BTG-USD, BTGD, CCRV, CGW, CMDY, CNCR, CNRG, COM, COMB, COMT, COPX, CRAK, CUT, DBC, DBE, DBO, DBP, DJP, DTEC, EDOC, FAAR, FBLTX, FBT, FCG, FENY, FHLC, FILL, FIW, FMAT, FREL, FTAG, FTGC, FTRI, FTXH, FTXN, FXH, FXN, FXZ, GBTC, GBUG, GCC, GLD, GLDI, GLDM, GLTR, GNOM, GNR, GRNTF, GSG, GUNR, HAP, HART, HDRO, HELX, HTEC, HYDR, IAU, IAUM, IBB, IBBQ, IDNA, IEO, IEZ, IGE, IGLD, IGPT, IHE, IHF, IHI, ION, IXC, IXJ, IYE, IYH, IYM, IYR, JJETF, JJP, KBWY, KOLD, KOMP, LABU, LIT, LRNZ, MDEV, MOO, MXI, NANR, NRO, OBTC, OIH, OILK, OLOXF, OUNZ, PBE, PDBC, PEDIX, PHO, PHYS:CA, PILL, PINK, PIO, PJP, PPH, PRULX, PSCE, PSCH, PSCM, PTH, PXE, PXI, PXJ, PYZ, RFI, RNP, ROBO, ROBT, RQI, RSPG, RSPH, RSPM, SBIO, SCHH, SCO, SDCI, SGOL, SLX, SOLR, SPTL, TBLU, THNQ, TLT, UBOT, UCIB, UCO, UGA, UNG, UNL, URA, URNM, USAI, USCI, USL, USO, USOI, VanEck, VAW, VDE, VEDTX, VEGI, VENAX, VGLT, VHT, VITAX, VLGSX, VNQ, VUSTX, WDNA, WOOD, WTAI, XBI, XBTC, XES, XHE, XHS, XLB, XLE, XLRE, XLV, XME, XOP, XPH

Q4 Company Earnings Reveal Key Areas Of U.S. Equity Exceptionalism

/ AFMC, AIBU, AIQ, AIRR, ANEW, ARKK, ARKQ, ARTY, BlackRock, BMVP, BOTZ, BUL, CSD, CZA, DEUS, DPST, DTEC, DUSL, EQAL, EVX, EXI, EZM, FIDU, FLQM, FNX, FSCS, FSMD, FTDS, FTXO, FTXR, FXR, GRPM, IAT, IDE, IDRV, IGPT, IJH, IMCB, ITA, IVOO, IWR, IYJ, IYT, JHMM, JPME, KARS, KBE, KBWB, KBWR, KOMP, KRE, LRNZ, MDY, ONEO, PKB, PPA, PRN, PSCI, PTMC, QABA, RBLD, REGL, ROBO, ROBT, ROKT, RSPN, SCHM, SFYX, SIJ, SPMD, SPY, THNQ, TPLC, UBOT, UFO, USMF, UXI, VFMF, VFMV, VFQY, VIS, VO, WTAI, XAR, XJH, XLI, XMHQ, XTN

Q4 Company Earnings Reveal Key Areas Of U.S. Equity Exceptionalism Read Post »

AFMC, AIBU, AIQ, AIRR, ANEW, ARKK, ARKQ, ARTY, BlackRock, BMVP, BOTZ, BUL, CSD, CZA, DEUS, DPST, DTEC, DUSL, EQAL, EVX, EXI, EZM, FIDU, FLQM, FNX, FSCS, FSMD, FTDS, FTXO, FTXR, FXR, GRPM, IAT, IDE, IDRV, IGPT, IJH, IMCB, ITA, IVOO, IWR, IYJ, IYT, JHMM, JPME, KARS, KBE, KBWB, KBWR, KOMP, KRE, LRNZ, MDY, ONEO, PKB, PPA, PRN, PSCI, PTMC, QABA, RBLD, REGL, ROBO, ROBT, ROKT, RSPN, SCHM, SFYX, SIJ, SPMD, SPY, THNQ, TPLC, UBOT, UFO, USMF, UXI, VFMF, VFMV, VFQY, VIS, VO, WTAI, XAR, XJH, XLI, XMHQ, XTN

March 2025 Perspective

/ ACTV, AFMC, AFSM, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, ASHR, ASHS, AVUV, BAPR, BOTZ, BOUT, CBON, CHIQ, CNXT, CNYA, CORP, CQQQ, CXSE, DIV, DON, DRAG, DTEC, ECNS, ETHO, EWH, EWT, FAB, FCA, FCOR, FFTY, FLCH, FLHK, FLTW, FRTY, FXI, FXP, GIGB, GXC, HAIL, IBD, IG, IGPT, IJJ, IMCV, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JSMD, KALL, KBA, KGRN, KOMP, KSTR, KTEC, KURE, KWEB, LKOR, LQD, LQDH, LRNZ, Manning & Napier, MCHI, MDYV, MID, MIG, NUMG, NUMV, ONEV, ONEY, PEXL, PEY, PFIG, PGJ, PY, QIG, QLTA, QMOM, QQQ, QQQJ, QVAL, RAYC, ROBO, ROBT, RWK, SDVY, SKOR, SPBO, SPIB, SPLV, SPMD, SPMO, SPMV, SYLD, TDF, THNQ, UBOT, VCIT, VFMO, VFVA, VOE, VTC, VUSE, WBIY, WTAI, XMLV, XMVM, XPP, YANG, YINN, YXI

March 2025 Perspective Read Post »

ACTV, AFMC, AFSM, AIBU, AIQ, ANEW, ARKK, ARKQ, ARTY, ASHR, ASHS, AVUV, BAPR, BOTZ, BOUT, CBON, CHIQ, CNXT, CNYA, CORP, CQQQ, CXSE, DIV, DON, DRAG, DTEC, ECNS, ETHO, EWH, EWT, FAB, FCA, FCOR, FFTY, FLCH, FLHK, FLTW, FRTY, FXI, FXP, GIGB, GXC, HAIL, IBD, IG, IGPT, IJJ, IMCV, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JSMD, KALL, KBA, KGRN, KOMP, KSTR, KTEC, KURE, KWEB, LKOR, LQD, LQDH, LRNZ, Manning & Napier, MCHI, MDYV, MID, MIG, NUMG, NUMV, ONEV, ONEY, PEXL, PEY, PFIG, PGJ, PY, QIG, QLTA, QMOM, QQQ, QQQJ, QVAL, RAYC, ROBO, ROBT, RWK, SDVY, SKOR, SPBO, SPIB, SPLV, SPMD, SPMO, SPMV, SYLD, TDF, THNQ, UBOT, VCIT, VFMO, VFVA, VOE, VTC, VUSE, WBIY, WTAI, XMLV, XMVM, XPP, YANG, YINN, YXI

SaltLight Capital Q4 2024 Co-Investor Letter

/ AIBU, AIO, AIQ, ANEW, ARKF, ARKK, ARKQ, ARTY, BOTZ, BUG, BUYZ, CIBR, DEEPSEEK, DGIN, DRUP, DTEC, FITE, Fund Letters, HACK, IDAT, IGPT, IHAK, KOMP, LRNZ, NXTG, ODDS, PTY, RF, RF.PR.C, RF.PR.E, RF.PR.F, ROBO, ROBT, SaltLight Capital Management, SNSR, TESL, THNQ, TMAT, TSLA, TSLA:CA, TSM, TSMWF, UBOT, WCBR, WTAI

SaltLight Capital Q4 2024 Co-Investor Letter Read Post »

AIBU, AIO, AIQ, ANEW, ARKF, ARKK, ARKQ, ARTY, BOTZ, BUG, BUYZ, CIBR, DEEPSEEK, DGIN, DRUP, DTEC, FITE, Fund Letters, HACK, IDAT, IGPT, IHAK, KOMP, LRNZ, NXTG, ODDS, PTY, RF, RF.PR.C, RF.PR.E, RF.PR.F, ROBO, ROBT, SaltLight Capital Management, SNSR, TESL, THNQ, TMAT, TSLA, TSLA:CA, TSM, TSMWF, UBOT, WCBR, WTAI

Our 2025 Radar: Key Investment Themes And Opportunities

/ AIQ, ANEW, ARKQ, ARTY, BIL, BOTZ, BUG, DPST, EDV, FDIS, FDN, FTXO, FXD, FXL, GAMR, GBUY, GOVT, GOVZ, IAT, IDGT, IEDI, IEF, IEI, IGM, IGPT, IGV, IXN, IYC, IYK, IYW, KBE, KBWB, KBWR, KNCT, KRE, LGOV, LRNZ, Manning & Napier, NXTG, PEZ, PNQI, PSCD, PSCT, PSI, PST, PTF, QABA, QTEC, ROBO, ROBT, RSPD, RSPT, RXI, SCHQ, SHV, SHY, SKYY, SMH, SOCL, SOXX, SPTL, TBF, TBJL, TBT, TDV, TFJL, THNQ, TLH, TLT, TMF, TMV, TTT, TYO, UBOT, UBT, UST, UTWO, VCR, VGIT, VGLT, VGSH, VGT, WFH, WTAI, XLK, XLY, XNTK, XSD, XSW, ZROZ

Our 2025 Radar: Key Investment Themes And Opportunities Read Post »

AIQ, ANEW, ARKQ, ARTY, BIL, BOTZ, BUG, DPST, EDV, FDIS, FDN, FTXO, FXD, FXL, GAMR, GBUY, GOVT, GOVZ, IAT, IDGT, IEDI, IEF, IEI, IGM, IGPT, IGV, IXN, IYC, IYK, IYW, KBE, KBWB, KBWR, KNCT, KRE, LGOV, LRNZ, Manning & Napier, NXTG, PEZ, PNQI, PSCD, PSCT, PSI, PST, PTF, QABA, QTEC, ROBO, ROBT, RSPD, RSPT, RXI, SCHQ, SHV, SHY, SKYY, SMH, SOCL, SOXX, SPTL, TBF, TBJL, TBT, TDV, TFJL, THNQ, TLH, TLT, TMF, TMV, TTT, TYO, UBOT, UBT, UST, UTWO, VCR, VGIT, VGLT, VGSH, VGT, WFH, WTAI, XLK, XLY, XNTK, XSD, XSW, ZROZ

Michael Lee On The AI Revolution – Palantir Still The Clear Leader

/ AIBU, AIQ, ally, AMD, AMZN, ANEW, ARKK, ARKQ, ARTY, BOTZ, DEEPSEEK, DTEC, GOOG, IGPT, KOMP, LRNZ, MBLY, MoneyShow, MSFT, NVDA, ORCL, PLTR, QCOM, QCOM:CA, ROBO, ROBT, THNQ, TSLA, UBOT, VRT, VWAGY, WTAI

Michael Lee On The AI Revolution – Palantir Still The Clear Leader Read Post »

AIBU, AIQ, ally, AMD, AMZN, ANEW, ARKK, ARKQ, ARTY, BOTZ, DEEPSEEK, DTEC, GOOG, IGPT, KOMP, LRNZ, MBLY, MoneyShow, MSFT, NVDA, ORCL, PLTR, QCOM, QCOM:CA, ROBO, ROBT, THNQ, TSLA, UBOT, VRT, VWAGY, WTAI

DeepSeek Is Good News For The AI Gold Rush

/ AIBU, AIQ, AMZN, AMZN:CA, ANEW, ARKF, ARKK, ARKQ, ARKW, ARKX, ARTY, BLCN, BLOK, BOTZ, BUG, CAT, CATR:CA, CIBR, CLOU, COST, COST:CA, DAPP, DEEPSEEK, DTEC, ESPO, FDN, FINX, FITE, FNGS, FTEC, FTXL, FXL, GAMR, GE, GE:CA, GINN, GOOG, GOOG:CA, HACK, HERO, HON, HON:CA, IDAT, IDGT, IETC, IGM, IGPT, IGV, IHAK, ILDR, ITEQ, IXN, IYW, IZRL, KNCT, KOMP, LEGR, LOUP, LRNZ, META, META:CA, METV, MMM, MMMM:CA, NVDA, NVDA:CA, NXTG, OGIG, PNQI, PRNT, PSCT, PSI, PTF, QTEC, QTUM, Rising Dividend Investing, ROBO, ROBT, RSPT, RTX, RTX:CA, SKYY, SMH, SNSR, SOCL, SOXQ, SOXX, TDIV, TDV, TECB, TESL, THNQ, UBOT, VGT, WCBR, WCLD, WFH, WMT, WMT:CA, WTAI, WUGI, XDAT, XITK, XLK, XNTK, XPND, XSD, XSW, XT

DeepSeek Is Good News For The AI Gold Rush Read Post »

AIBU, AIQ, AMZN, AMZN:CA, ANEW, ARKF, ARKK, ARKQ, ARKW, ARKX, ARTY, BLCN, BLOK, BOTZ, BUG, CAT, CATR:CA, CIBR, CLOU, COST, COST:CA, DAPP, DEEPSEEK, DTEC, ESPO, FDN, FINX, FITE, FNGS, FTEC, FTXL, FXL, GAMR, GE, GE:CA, GINN, GOOG, GOOG:CA, HACK, HERO, HON, HON:CA, IDAT, IDGT, IETC, IGM, IGPT, IGV, IHAK, ILDR, ITEQ, IXN, IYW, IZRL, KNCT, KOMP, LEGR, LOUP, LRNZ, META, META:CA, METV, MMM, MMMM:CA, NVDA, NVDA:CA, NXTG, OGIG, PNQI, PRNT, PSCT, PSI, PTF, QTEC, QTUM, Rising Dividend Investing, ROBO, ROBT, RSPT, RTX, RTX:CA, SKYY, SMH, SNSR, SOCL, SOXQ, SOXX, TDIV, TDV, TECB, TESL, THNQ, UBOT, VGT, WCBR, WCLD, WFH, WMT, WMT:CA, WTAI, WUGI, XDAT, XITK, XLK, XNTK, XPND, XSD, XSW, XT
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