Hello again, Spirit Animals.

It isn't all sunshine and rainbows when riding trends. Sometimes, it's all blue skies overhead. Then a sudden wind out of the north catches you by surprise, and before you know it, you and your stock position have...

Yesterday, we heard from Medtronic $MDT, Ulta Beauty $ULTA, and Palo Alto Networks $PANW, and all three beat their headline expectations.

But the reactions were all over the place...

MDT rallied more than 5%, while ULTA and PANW each fell...

Enterprise hardware stocks rarely trade like this...

Hewlett-Packard Enterprise $HPE is not a meme stock or a tiny biotech. This is a mature enterprise technology company that was once easy to ignore.

But not anymore...

On Tuesday,...

Hello again, Spirit Animals.

You didn't need Nvidia CEO and leather-jacketed Fonzie wannabe Jensen Huang anointing Marvell Technology $MRVL the 'next trillion-dollar company' to see the stock was already on that path.

...

Hello again, Spirit Animals.

On May 11th, Datadog printed a new all time high of $201.70 and closed the day at $202.32. These were the highest prices $DDOG had ever seen.

Was it too high to buy?

On that day, I bought...