Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer. Why Does It Matter? In April,...

It’s a Concern We’re in a bull market.The majority of stocks are going up. But not everyone’s made it to the party. Homebuilders have been struggling this year – plain and simple.And that’s a concern. It’s only one piece of the puzzle, but it’s a...

The fact that Intel is still in the Dow Jones Industrial Average is a joke. Intel became one of the first 2 companies that trade on the Nasdaq to be included in the Dow. That was way back in 1999 (Microsoft being the 2nd one). But that was 25 years ago....

Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...

The Sleeping Giants We need to be reminded more than we need to be taught. As a friendly reminder, the S&P 500 plays favorites. It’s a market-capitalization-weighted index, which means it gives more weight to companies that are growing and less...

Good evening. Welcome to Trends with No Friends. We have some business before we dive in… Trends with No Friends is nearly a year old! To celebrate, we’re cooking up a few new features that I cannot wait to share, but as we continue to grow please...

Happy Mother’s Day. Welcome to Trends with No Friends. For those just joining us, here’s an overview… Trends With No Friends sifts through the noise and discovers stocks with high relative strength and low social following. Why is this combination...

Happy Monday! Fastenal delivered a quarter that speaks volumes about where industrial distribution is going.  The company’s Q2 revenue increased +8.6% YoY, eclipsing $2B.  But the real headline?  Digital transformation. More than 61% of Fastenal’s sales...

Seek and You Will Find The markets are beautiful. A puzzle that never has all its pieces—and that’s the fun of it. Every day brings a plethora of new data to analyze. New opportunities to keep solving the unsolvable. But as market-related data continues...

Imagine waking up every day trying to make up reasons for why it’s bearish when the Equally-weighted S&P500 is making new all-time highs? There are people out there who are purposely going out of their way to blatantly lie to people about how...